Set Business Process Flow Stage using Custom Workflow Activities in CRM 2013/2015

  1. Business Process Flow ensures that every time the user works with a customer they follow the same steps and enter data consistently. To move from one stage to another, user has to enter the information/fields required per stage and then click on “Next Stage”.

If the users like to change the Business Process Flow stage dynamically then this can be done by creating a custom workflow activity and use it in a workflow.

  1. Create a custom workflow activity from visual studio that accepts “Stage Name” as an input parameter

             

      2.   Write the following code in Execute

           

      3.   Create a workflow with the following details (i.e. add a step to call our custom workflow activity)