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
1.2022.10.9 #31 Fixing BPF loading for onprem environments
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.
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!
Author: Clement Olivier and Gus GonzalezLatest version: 1.2022.10.9Released on: 10/06/2022Nuget package Id: Carfup.XTBPlugins.BPFManagerOpen Source: trueGo to project web site Ratings (all versions)5Average rating4Number of ratings Downloads3681Latest version47750All versions5968.75Average per version TagsDataMigration