![]() ![]() ![]() You can now work with each Business Process Flow as its own entity through dashboards, grids, and charts. So far we have been trying to automate BPF auto stage movement using client side js or plugin.īut again Microsoft tried to make our life easier by introducing a new feature that supports Business Process Flows as an entity in the July 2017 Update for Dynamics 365. On the bright side, you can report on these entities, so the functionality can be very valuable.Change BPF stages in Dynamics 365 with no code In upgrade projects, you’ll need to re set the security roles for each process. You can only have a limited number of BPFs per entity, the intermediate process stages also count!ī.ĝynamics 365 have added BPF entities and now the security roles applies to them. If you manage to branch the BPF from the first stage, please tell me how you did it.Įntities can have many BPFs, they can be role based, which means you can only see a BPF if you have the right security role.Ī. I’ve tried branching, or selecting a new BPF for a certain category but was unsuccessful. In order to apply this easier Business Process Flow, you need at least a stage that has a flag, based on which you can then create your condition and branch out your process. Let’s say you have a Class A customer, for whom you have a lighter approval process, because they always buy flower arrangements from you. As you’ve seen in the video above, you can add a condition and based on that, you create a separate branch. BPF stages can be copied but only within the same process, so you can’t copy the stages from the first process onto the other.īeware of this when estimating a ‘simple’ change!īusiness Process Flows can be branched. ![]() The common areas have to be the same for all processes (such as the Opportunity stages in our case). The more entities you have, the more processes you have. We have the Lead to Opportunity Sales Process (this has the stages for Lead and for Opportunity and it is registered against the Lead)Īnd we have the Opportunity Sales Process (this has the Opportunity stages and is registered against the Opportunity) When we have a multi entity process, we have to have a process for each entity. This means that you go from one entity to the other, in a seamless fashion, all your important info gets carried across. ![]() You might not have the wedding date when you Qualify the Lead into an Opportunity, but you will have it, later on, when you Develop the Opportunity further.īusiness Process Flows can be multi entity. If you want a field to become mandatory at some point, but not from the beginning, it’s a good idea to just add it as mandatory in a particular stage.įor example, you do flower arrangements but you want to have a manager approval once a customer has set their wedding date. When you fill in the info in the process, it appears on the form as well and makes for a nice customer experience. It’s pretty cool to add the same field in one of the stages as well as on the form (steps are just fields after all). Any more than that, and you get the scroll bar. You can add 12 visible fields to a stage. You can add as many Stages as you want, but if you have too many, you’ll get a scroll bar and won’t be able to see the whole process. There is a very good guide on how to customize them by CRM Tip of the Day: That applies to everyone, even to trigger happy sales people!īusiness Process Flows have changed a lot across versions. Doing things to the default system is a big no no. Solutions are the Dynamics 365 way of packaging stuff. When customizing this or anything else, for that matter, always use solutions. You’ll see that the out of the box BPFs are very simple and not many companies could just use them as they are.įortunately, you can customize existing Business Process Flows or create new ones. These processes help you, or help guide users through the necessary steps to complete an entire business process successfully.īPFs have evolved with each version of Dynamics, becoming very useful mechanisms to guide almost any sort of scenario.ĭynamics 365 comes with a collection of BPFs, the Sales Process being one of them. They started being a thing with Dynamics CRM 2013. ![]()
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