Category Archives: Business Process Flows

Make the Business Process Flow fields to be required conditionally

Introduction: Recently, we had a business requirement to make some fields, present in the Business process flow stage, to be required conditionally based on the value selected in one of the fields in the BPF stage. First, we tried to achieve this by writing a client side JavaScript code to make the Business Process fields… Read More »

Stage-gating a Business Process Flow using two-options attribute type in Dynamics 365 Customer Engagement

Introduction: Business Process Flows (BPF) have been around for a while now. BPF aid user adoption by guiding the users through the process that need to be followed at each step of the sales stage. You can add various stages in the business process flow to indicate the stage at which this record take for… Read More »

Modify Maximum Active Business Process Flows allowed per entity in Dynamics 365

Introduction: Business Process Flow was introduced around CRM 2013. Business Process Flows can be used a guide to assist the users with the business process to be followed. Take for example Lead; your business could define the various stages and actions that need to be performed before a lead is qualified. To ensure that these… Read More »

Streamline your business process flow in Dynamics CRM 2016

Introduction: Since the release of Microsoft Dynamics CRM 2013, it had become essential to set business process flow for several professionals in the organization. The main aim was to guide people till the desired outcome through a set of well-defined steps. Irrespective of the entity, the CRM user experience has been streamlined for arriving at… Read More »

Set Process through Workflow in Dynamics CRM 2016

Introduction: Since the release of Microsoft Dynamics CRM 2013, the new feature of building and deploying a standard business process flow has become important to organizations. The prime objective was to make CRM users capable to visualize more than one process. Regardless of the nature of the record, building of process flows help towards understanding… Read More »

Applying Scripts on Business Process Flow controls in Dynamics CRM 2015

Introduction Anyone who would have tried using the api functions available to access the controls on the Business Process Flow to hide/lock in CRM 2013 would know that the function only worked if the control was on the current active stage on the form. Suppose you had 2 stages Develop and Propose and you had… Read More »

Scripting on Business Process Flow in CRM 2015- Part I

With the introduction of MS CRM 2015, came many new features. The one we are going to discuss here is advancement of Business Process Flow and especially the Scripting part, which came as boon. Before CRM 2015, the Business Process Flow exist, but no API availability made it impossible for the developers to interact with… Read More »

Enhanced Business Process Flow in CRM 2015 – VEGA release

As you may be aware, Microsoft has come up with Business process flow feature in CRM 2013 which provides assistance to users in CRM using stages to be followed in order to complete the whole process. Earlier Limitations: Strictly Linear Process: Business processes are designed to work only in linear manner, no branching is allowed.… Read More »

How to install Ready-to-Use business processes in CRM 2013

Microsoft Dynamics CRM 2013 provides Ready to use Business Processes and it is as simple as we install sample data in CRM. To use this feature please follow the below steps: To install the Ready to use processes, Navigate to Settings -> Data Management -> Under Data Management you can see the Option “Add Ready… Read More »

Business Process Flow in CRM 2013

The December 2012 Update of Microsoft Dynamic CRM Online introduced Business Process Flow for the OOB Lead, Opportunity and Case entities. With CRM 2013 Microsoft has extended this feature further and allowed creating of business process flows for any entity including custom entities. Enabling Business Process Flow for an entity:    The first step to… Read More »