BPF Manager

Description

This tool allows you to set an active business process flow stage for records in bulk. Use this after a data import, or simply to switch stages from an old BPF into a new one.

Latest version release notes

1.2021.10.8
Retrieval of all entities (primary and secondary) included in BPFs
Ability to move the BPF stage to a secondary entity stage (the related lookup must be filled upfront)
Ability to reactivate the disabled records and aborted BPFs

1.2021.7.7
Removed references to the test project in the solution
Ability to search for a BPF even if the primary entity is not the same (ex : Lead to Opportunity)
Improved comparison

1.2021.2.6
Improving the process: the tool loops on all records only, no need to take care of every users anymore.
Few bug fixing.

1.2019.6.5
Fix migration with out of the box business process flows
Aligned the new XrmToolBox to use impersonation

1.2019.4.4
Major issue fixed which was blocking the whole process
Improvement of background process

1.2019.4.3
Views are now split by system and personal types
Entities are displayed with the Schema Name + Display name
Various improvements in the background

1.2019.4.1
Ability to query your data based on a CRM view or FetchXmlBuilder plugin.
Migrate the records based on result above to the selected BPF / BPF Stage.
Option to reduce the number of record processed in a round.

Versions

Version Release date Number of downloads Rating
1.2021.10.8 10/6/2021 7:39:09 AM 11570 0.00
1.2021.7.7 7/12/2021 8:47:19 AM 3760 0.00
1.2021.2.6 2/24/2021 1:07:02 PM 3870 5.00
1.2019.6.5 6/13/2019 7:31:23 PM 15370 5.00
1.2019.4.4 4/24/2019 6:21:27 PM 3648 0.00
Show more versions (2 more)

Ratings

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Other versions

Shahab-o-ddin Mokhtari () - version 1.2021.2.6
Amazing!
Elowy Groot () - version 1.2021.2.6
Linn Zaw Win () - version 1.2019.6.5
An awesome tool to bulk update the active stage of a particular business process flow (BPF) for multiple rows
Pasha Pilgrim () - version 1.2019.6.5
I've just learned about it accidentally. Unfortunately a bit too late, since I've just finished the 5 week data migration effort. :) Looking forward to future opportunities to use it. Great idea guys!

Related information

Author: Clement Olivier and Gus Gonzalez Latest version: 1.2021.10.8 Released on: 10/06/2021 Nuget package Id: Carfup.XTBPlugins.BPFManager Open Source: true Go to project web site Ratings (all versions) 5Average rating 4Number of ratings Downloads 11570Latest version 41062All versions 5866.00Average per version Tags Data Migration