“Next Stage” button do not set the stage as active in D365 BPF

While working with Business Process Flow in Dynamics 365, one of my colleague faced issue with “Next Stage” button. On clicking “Next Stage” on first stage, user is navigated to second stage but the second stage is not marked as Active. User is required to set it as active manually by clicking “Set Active” button.

BPF next stage issue

Upon checking found that it is a known issue in Dynamics 365. Background workflows related to the entity on which the BPF is configured are causing the issue.

The issue is expected to get resolved by July 2017. For now as a workaround, we are required to deactivate all the workflows related to the entity for which BPF is configured and activate them again. Second workaround is to convert the background workflows to real time workflows.

Details are available at below community link.

https://community.dynamics.com/enterprise/f/759/t/222616

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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.

Hide “Business Process Flow” using JavaScript – (UNSUPPORTED)

Dynamics CRM 2013, BPFs have many beneficial qualities. They are available for out-of-the-box (OOB) and custom entities, can span across multiple entities, you can create multiple BPFs for a particular business process, can be role based, can be included in solutions for export and import, and work in the browser, Outlook Client and Tablets.

A key purpose of a BPF is to guide users through a specific business process to completion.

But there may be requirement where you are required to hide the Business Process Flow from the form depending on certain conditions. Unfortunately there is no supported way yet to achieve this. But you can always play with DOM structure using JavaScript to achieve this. Below are the line of code that you can use to show/hide BPF depending on conditions.

//Hide Business Process Flow

document.getElementById(‘header_process_d’).style.display = “none”;

//Show Business Process Flow

document.getElementById(‘header_process_d’).style.display = “block”;