Tag Archives: Business Process Flow

Business Process Flow Stage Name in Dynamics 365

Introduction In Dynamics 365 Microsoft included various updates and improvement to Business Process Flow (BPF). Previously when a BPF was started, all the information regarding the BPF was stored within the record itself. There were fields as ProcessId (ID of BPF), StageId (ID of the active BPF).  These fields are getting deprecated, so below is… Read More »

Trigger Business Rules on change of Stages of Business Process Flow

Introduction: Among many advanced features introduced in Microsoft Dynamics CRM 2016, one would be business rules getting invoked by a business process flow. Earlier with MSCRM 2013, business rules were introduced to provide custom business logic and eliminate the need of writing scripts around this logic. But now with Dynamics CRM 2016, some of the… 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 »

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 »

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 »