Trigger Business Rules from Business Process Flow – CRM 2016


Though we did had both Business Rules and Business Process Flow in CRM 2015 as well, but there was no way to invoke a Business Rule for some action happening on Business Process Flow. Thus if I was required to perform a simple operation of locking a case type field when case stage changes to Research, I was required to have a JavaScript instead of using a no code approach of using business rules.

But now these kind of requests can be achieved using combination of business process flow and business rule. While creating a Business Rule, we have an option under ‘Field’ to select a ‘Business Process’. This allows two kinds of checks to be performed:

  1. Check for what business process flow is being used.

  2. Check based on field stage (Active/Selected) of business process flow.

This helps in completing above mentioned scenario and similar other requirements without writing a JavaScript.

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