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Scenario Overview

In this business scenario the requirement is for the Business Process Flow to automatically move to different stages depending on the value of a field (Est. Revenue). 

It is required to do this automatically upon saving the Opportunity. The business rules are as follows:

If the estimated budget is greater than 500, move the Business Process Flow to the Propose Stage.
However, if the estimated budget is greater than 1000, move the Business Process Flow to the Develop Stage.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula of type 'Save - Perform Action' is created on the Opportunity entity
  • When the 'Est. Revenue field' is changed the formula will execute
  • The Business Process Flow will automatically be set to the appropriate stage according to the rules outlined above

N52 Formula Manager Steps

The following set of steps outline how to create this Formula

  • Create a new formula of type 'Save - Perform Action'
  • Set the Mode to 'Server Side'
  • Set the Event to 'Create & Update'
  • Set the Source Entity to 'Opportunity'
  • Set the Source Property to 'Est. Revenue'
  • Copy and paste the formula provided below into the formula editor
  • Click Save

Formula

iftrue([opportunity.estimatedvalue] > 500 , 
      if ([opportunity.estimatedvalue] > 1000, 
          BPSetActiveStageSS('opportunity',
                             [opportunity.opportunityid],
                             'Opportunity Sales Process',
                              'develop'), 
          BPSetActiveStageSS('opportunity',
                            [opportunity.opportunityid],
                            'Opportunity Sales Process',
                             'propose')
      )
)

Wizard - BPSetActiveStageSS

Please see below the wizard you can use to create the BPSetActiveStageSS() function call used in this formula. 

 

 

Did you know?

You can easily schedule recurring processes or CRM record updates

Every business has recurring processes and tasks that need to be done on repeatable and scheduled basis. Microsoft Dynamics 365 users are often surprised to learn that it is difficult to achieve using standard functionality. The North52 Scheduler makes it easy to trigger workflows and/or advanced business logic for specific entity records on a scheduled basis. 

Key features include:    

  • Create Recurring Schedules within Dynamics CRM
  • Powerful Record Targeting - easily create queries to target a specific set of records
  • High Performance - can process 100,000+ records on a scheduled basis
  • Execute Workflow/Action or Update Entities
  • Native to Dynamics 365

Learn more about the Scheduler