New Feature – Updates to Business Process Flows in Microsoft CRM 2015


C/xRM Ramblings

Business Process Flow is a feature that was released with Microsoft CRM 2013. I will not dwell on the differences between the 2013 version and the 2015 version until my next post.

This week the focus is on:

  1. What business process flows are
  2. The benefits of using Business Process Flows in your solution
  3. How to configure a basic business process flow

What are Business Process Flows?

The feature will allow you to create an efficient consistent business processes on an entity (s) and is available in the sales, marketing, and service modules. This function is also available on all custom entities you create also.

When creating a new entity there is a control check box in the entity definition under the options section of the new entity form. Check the option “Business process flows”

BPF-Pic-1

The business process flow gives your users a visual representation of the business process by placing…

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