Dynamics 365 Conditional Branching in Business Process Flows

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In this post, we will look at how conditional branching works with Business Process Flows in Dynamics 365.

Let’s create a new BPF:

We will call it Account Conditional Flow, and run it on the account entity:

Let’s create a new Stage. Rename it to Stage1:

And we will create add a new condition by clickind Add Condition, then selecting the + sign next to the Stage:

We see our condition appears:

Let’s set the condition to be, when Address 1: City field = New York:

Now let’s add Stages to decide what to do if the city is New York or not:

We will create 2 stages:

  • City is New York
  • City is not New York

We will add the Account Name as the step of each stage in the Business Process Flow. In a given scenario, you would want to add a meaningful field for the branch of the business process flow. E.g .if City is New York, display New York City taxes field:

For the step in Stage 1, we will use City. Note, when you create a condition, it can only use steps from the previous stage:

Save the BPF and ensure the new BPF is turned on.

Now create a new Account. As soon as New York is entered as the City and the field is tabbed off, the BPF stage changes to show City is New York:

If we change the city to something else, the Business Process Flow is automatically redrawn:

 

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ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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