How to change BPF stages automatically using workflow in Dynamics 365

Microsoft Dynamics CRM/365 by Vishal Grade

Change BPF stages in Dynamics 365 with no code

So far we have been trying to automate BPF auto stage movement using client side js or plugin.

But again Microsoft tried to make our life easier by introducing a new feature that supports Business Process Flows as an entity in the July 2017 Update for Dynamics 365. You can now work with each Business Process Flow as its own entity through dashboards, grids, and charts. This also means that you have the ability to interact with them through Dynamics 365 workflows

In this article, I am going to focus on how you can create a Workflow for the Business Process Flow entity record to change the Active Stage when a field on the Opportunity entity record is updated. Earlier this was only possible using client-side APIs or use of a plugin.

Scenario: We have a standard lead to opportunity BPF…

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