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Posts Tagged ‘Business Process Flows with Dynamics CRM’

How to Enable Business Process Flows in Microsoft Dynamics 365 for Sales CRM

  In this video by our Dynamics 365 CRM support team, we'll look at how to enable business process flows in Microsoft Dynamics 365 for Sales.   Business process flows are useful for standardizing how your team tackles particular tasks. Basically, they serve as guides for how to get things done.   For example, you […]

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Dynamics CRM: Should You Use Business Process Flows?

I recently was asked a question by someone upgrading from CRM 2011 to CRM 2015 who wanted to know if they should implement business process flow or keep using the legacy sales stage field. The majority of our CRM 2013 and 2015 deployments use business process flows for process driven entities like opportunities and cases. […]

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Microsoft Dynamics CRM Business Process Flow Lessons Learned

I’ve had the pleasure of completing multiple upgrades to Microsoft Dynamics CRM 2013, and one of the most popular new features for our clients is Business Process Flow. BPF is a great way to see where you are in a process, and it gives users a helpful guide for what needs to happen to close […]

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Dynamics CRM Cross-Entity Business Process Flow

Microsoft Dynamics CRM 2013 introduced cross-entity business process flows. Up to five different entities can be combined in the same process flow. Dynamics CRM includes an example cross-entity process flow called “Lead to Opportunity Sales Process” In this process flow, the Qualify stage is on the Lead entity, while the develop, propose, and close stages […]

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How to Manage Cross-Entity Business Process Flows in CRM 2013

Cross-entity Business Process Flows provide an excellent tool for companies to guide CRM users to intended outcomes, in a consistent and repeatable fashion.  BPFs are flexible and extensible, allowing for CRM to model complex scenarios and thereby bring an organization’s business processes to life. Below is an overview of how to build and implement a […]

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The Top Five Reasons to Use Business Process Flows in Microsoft Dynamics 2013

One of the most exciting new features in Microsoft Dynamics 2013 is the addition of Business Process Flows.  Yes they are pretty, guided and thoroughly ‘modern’, but more importantly they seek to replicate real world business process inside of an enterprise application.  The real world processes do not have to bend to fit the constraints of […]

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