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Category: CRM Business Process Flows

Exporting and Importing Solutions in Power Apps: A Comprehensive Guide

Introduction Power Apps solutions are a powerful tool for managing and deploying customizations. Solutions bundle components like entities, fields, views, charts, flows, and canvas apps into a single package, making it convenient to move them from one environment to another. Power Apps offers a robust solution framework that allows developers and administrators to package and…
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Automate BPF Stage Selection using Server Side Code Plugins with Related Entity Parent Child Scenario

In this Post, you will come to know how to Automatically Set the Active Stage and Move the stages automatically as per child record field update. Business Requirement There is a business use case, which tells that, there are two table Teacher (1) and Classes (N) . Every time a Teacher is created in the…
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Conditions Branch in Business process Flow (BPF) for Dynamics 365

In Business Process Flow, you can add conditional checks to add more stages or bypass some stages as per business need. Lets take an example. While capturing loan information for a customer, it needs to be checked the loan amount if its greater than 300k then add more stage to capture more information in BPF.…
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Create Business Process Flow

Here we will discuss what is business process flow and why it is needed and how to develop and configure it by an example. Points to be noted on BPF: Guided Process to get work done Streamlined User Experience for data entry Visual indicator Avoid mistake and Quick process BPF integration with other customization Lead…
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