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There is currently a limitation in cross-entity business process flow that prevents the stage and related records from being set pragmatically. Business process flow uses a process instance table to store the stage and the GUID's of the related records. The problem is when you are implementing process flow in an entity with many existing records. it is not practical for users to manually open each record, manually move the stage and select the record to link when there are thousands of existing records. This makes cross-entity process flow impractical for existing deployments and only really practical for people starting with an empty organization.

Category:
STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

 

Sincerely,

Lisa Mueller

Dynamics 365 UX Manager, Microsoft