Recently, while cleaning up some old customizations in Dynamics 365, we came across an interesting dependency issue that was not immediately obvious from the user interface. What initially looked like a simple Business Process Flow deletion turned into a deeper investigation into how Dataverse manages published dependencies internally. While trying to delete a BPF, Dataverse … Continue reading "Troubleshooting Hidden Dependency Errors in Dynamics 365 and Dataverse"

We recently worked on a requirement where we had to sync Business Process Flow (BPF) data between two different Dataverse environments for the Case (Incident) table. At first glance, the requirement looked straightforward — pick the active BPF instance and replicate it. However, while analyzing the source environment, we encountered an interesting and unexpected scenario. … Continue reading "Multiple Active Business Process Flow Instances for a record in Dynamics 365 / Dataverse"

In earlier posts, we looked at how to move a Business Process Flow (BPF) stage and finish the process by directly updating the BPF entity instance. In this post, we’ll use RetrieveProcessInstancesRequest and RetrieveActivePathRequest to move a Business Process Flow to its final stage and finish it, using the Phone to Case Process as a … Continue reading "Advancing and Finishing a BPF Using RetrieveProcessInstancesRequest and RetrieveActivePathRequest (Dataverse / Dynamics 365)"

In Dynamics 365, Business Process Flows are usually progressed by users through the UI. However, in scenarios like data migration, bulk remediation, or backend automation, we may need to move a BPF stage programmatically. Here we will cover one of the ways we can advance the Business Process Flow to the next stage using a … Continue reading "Advancing a Business Process Flow Stage Using a C# Console App (Dataverse / Dynamics 365)"

Let’s take an example. Suppose we have the following Business Process Flow (BPF) for Leads: If the Lead Type = Grade A, we want the Grade A Details stage to appear. For other grades (B, C, D), we skip that stage and continue. So far, this is simple. Now, say we have a new business … Continue reading "What are Partial Merges in Business Process Flow (BPF), and what can we do about it – Dataverse / Dynamics 365"