Business Process Flow(BPF)
Business Process Flow allows MS CRM users to implement their business processes in an easy and effective fashion. It guides users through a particular business process to completion.
Business Process Flow got introduced as per December 2012 Update of Microsoft Dynamic CRM Online .It was initially available only for 3 Out Of the Box(OOB) entities : Lead, Opportunity and Case. when Microsoft CRM 2013 got released, Microsoft extended this feature further and allowed creating of business process flows for any entity including custom entities.
Use of Business Process Flow:
Some of the uses of implementing business process flows for your organization includes:
- To ensure a set of important steps of a business process are completed.
- Skip stages if needed
- Track and report the progress of processes
- Create and maintain efficient, effective and repeatable processes
- Guide existing and new employees through the process
- Support quick, on-boarding of new hires
BPFs are arranged as part of the Process section in the settings which we can access as Settings -> Process, just like accessing workflows and other process types.
Before start using the business process for an entity, it should be enabled for that entity. It can be done by checking the option for Business Process Flows on the Entity definition form.
 |
Enabling Business Process Flow for a custom entity named 'Project Detail'Also Read: Business Processes in Microsoft Dynamics CRM 2013
This video will give you an overview on Microsoft Dynamics CRM 2013 Business Process Flow.
|
