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Business Process Flow on specified records

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Posted on by MH-03031453-0 2
Hello,
 
I am creating custom model-driven for sales without Dynamics 365 Sales. I want to have leads and contacts (after converting lead to opportunity).
 
The problem is that I want to assign activities (phone calls and appointments) for both leads and contacts. Activities have limitations for their lookup fields (contacts, accounts and a few other; no custom tables). So I need to use Contacts table for both Leads and Contacts splitting them with choice field and different forms and view.
 
Is there way to create business process flow for Lead that will be shared to it's opportunity but don't create one for Contact based on choice field or form of record?
Categories:
Dataflows
Entities
Tables
  • Suggested answer
    Fubar Profile Picture
    Fubar 7,821 Super User 2025 Season 1 on at
    Business Process Flow on specified records
    Activities can generally be assigned to the majority of Tables including custom ones via their regarding object, you need to ensure 2 things:
    • The Table in question has been enabled for Activities (and you have Published after enabling) - the option is under Advanced Options of the Table's Properties "Creating a new activity"
    • The Types of Activities and your custom Tables are included in your Model Driven App (e.g. the Appointment table is in your App - doesn't have to be on a menu, but is included in the app).
     
  • Suggested answer
    RyanAutomates Profile Picture
    RyanAutomates 134 on at
    Business Process Flow on specified records
     
    So yes, because you aren't using D365 Sales, the activity party list will not include your custom Lead table, but it would have for the OOTB Lead table.
     
    You could technically create a Contact for each Lead instead, and make the Contact of type "Lead Contact" or something similar, so that whenever you want to include a "Lead", you use the Lead Contact's email for it, so you can still use your Custom Lead table. Perhaps you could even automate the naming of those Contacts to start with "Lead - ..." so they can be picked easily in a lookup list.
     
    As to your BPF question - you can add conditions into your BPF to go down a certain branch based on a field value. You can also use this to make it skip steps (and steps based on different tables) based on logic <- this will also mean you don't see the BPF on that middle table for that record. I'm sure you already know, but here's the MS Doc which tells you more about using conditions: https://learn.microsoft.com/en-us/power-automate/enhance-business-process-flows-branching
     
    Another path that might viable if this should happen while a user is actively on the form when the field changes, is to create separate BPFs and switch to the appropriate one using JavaScript. A link to show you a way to go about it is here: https://www.cloudfronts.com/blog/d365-enterprise/switch-bpf-in-dynamics-365-using-javascript/
     
    Hope this helps,
     
    Ryan
  • MH-03031453-0 Profile Picture
    MH-03031453-0 2 on at
    Business Process Flow on specified records
     
    I want to create Sales process without Dynamics 365 Sales. There are only account, contact and user core tables. I need to create custom lead, opportunity, etc.

    But I cant add custom table records as attendees to appointments or as To and From to phone calls. That's why I want to have contacts of type contact and contact of type lead to be able to add leads to activities
  • Michael E. Gernaey Profile Picture
    Michael E. Gernaey 40,252 Super User 2025 Season 1 on at
    Business Process Flow on specified records
     
    Silly question but why wasn't the lead automatically associated to the Opportunity when the oppty was created? Did you create the oppty without any contacts associated?
     
    can you mock up what you want and explain your process in steps versus the generic above. I am .. not 100% sure what you want and its easy to see.
     
    Thanks

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