Automatically change BPF stages

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Posted on by AnthonyD

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Hi guys,

I have the following use case I would like to apply and have some advice for. I have a BPF for adding a training. It has the following stages and the ideas I have for updating the BPF:

Training added
- When Training record is created, move to "Cursists added stage"
Cursists added
- When 1 cursist get's added to the Training Cursist subgrid, move to "Extra Costs added stage"
Extra Costs added
- When 1 extra cost get's added to the Training extra costs subgrid, move to "Durations added stage"
Durations added
- When 1 duration get's added to the Training duration subgrid, finish the BPF

Now the BPF is just a question for the person if he added current stage records. eg. picture below

2021-12-28 09_48_35-Settings.png

If possible I would like to achieve this with workflows/Business Rules and not with Power Automate.

Excited to hear your experiences/advices!

Best Regards,

Anthony

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Microsoft Dataverse with Power Apps

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AnthonyD 559 on at

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So I figured out a first step.

When Training record "Created on" contains data eg. Training is created BPF now changes to the next step

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Bipin D365 971 on at

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Hi @Anthony_Dob ,

Cursists added
When 1 cursist get's added to the Training Cursist subgrid, move to "Extra Costs added stage"
Create Real Time Work and trigger is when record is created (Entity - Cursists )
Create two Option field - Is First Cursists Added (Default is No)

Now in workflow, first check if 'Is First Cursists Added' field value is No and Cursists has training lookup populated.
If yes - Update BPF stage and then Update 'Is First Cursists Added' field value to Yes.

''Is First Cursists Added' field' -> this is required to prevent your workflow execution when second Cursists record is added.

Follow the same process for other requirements.

Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: https://xrmdynamicscrm.wordpress.com/

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Ram Prakash Duraisamy 5,593 Super User 2025 Season 2 on at

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Hello @Anthony_Dob,

I think this Link can help you a lot: https://vishalgrade.com/2018/01/14/how-to-change-bpf-stages-automatically-using-workflow-in-dynamics-365/

Please mark as Answer if it is helpful and provide Kudos

Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
Blog : https://microsoftcrmtechie.blogspot.com

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