BPF Opportunity

Poshana Madhuri

When a record is created, if a user has Sales Representative role, auto moves the BPF stage from Qualify to Develop, and if it has Sales Manager role, auto moves from Qualify to Propose. If there are none of these roles available for the user, stay on Qualify stage

2 Replies

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Tuhin Paul3y ago

Please keep a note that I am goin to share a sample code which is specific to to Dynamics 365 and may not work in other CRM systems.

// Get the current user's roles
var currentUserRoles = Xrm.Utility.getGlobalContext().userSettings.roles;

// Check if the user has the Sales Representative role
if (currentUserRoles.some(role => role.name === "Sales Representative")) {
    // Move the BPF stage to Develop
    Xrm.Page.data.process.moveNext("Develop");
}
// Check if the user has the Sales Manager role
else if (currentUserRoles.some(role => role.name === "Sales Manager")) {
    // Move the BPF stage to Propose
    Xrm.Page.data.process.moveNext("Propose");
}
// Otherwise, stay on the Qualify stage
else {
    Xrm.Page.data.process.moveNext("Qualify");
}

Tuhin Paul3y ago

To implement the desired functionality, you would need to create a workflow that triggers on the creation of a record. Within this workflow, you would need to check the user's role(s) to determine which BPF stage the record should be moved to.