![]() ![]() Even if you haven’t created any custom ones, you have probably seen the process for a Lead, going through an Opportunity, Quote, Order and Invoice.īelow you can see a custom BPF on an Account record. Below is a sample of how the custom control looks within the BPF stage.ĭo not forget to like and share this post.Categories: Dynamics and Power Platform *** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***Ī feature in Dynamics CRM which can help guide end users and provide clear direct workflows is Business Process Flows (BPF).Read more about how to set this up in this detailed step-by-step walkthrough. To have a sub-BPF within the BPF stage itself, solution XML needs changing -Microsoft recommends that only technical users use it at this time.Either can skip steps or can complete all the stages at click if not needed.Provision to highlight or alert message as a stage.Modifying the options in optionset will change the stages automatically.Configure the design of the sub-BPF, currently, it supports 5 designs.Open the field from the form, navigate to properties.Create an option set field, create options that need to be displayed as your stages in sub-BPF.Style – different styles that are supported by Material UI.Text of each stage – depends on the text of the options in the optionset field.The number of stages – depends on the number of options in the optionset field on which the control is rendered.Finally, let’s say the prospect has navigated to the products page, then went to the services page, then to the pricing page, then to the testimonials page, etc.Clicking the link and opened the website, maybe homepage or products page etc.Prospect has read the email that was sent.Let’s say, for example, to Qualify a lead, the salesperson has to track whether the prospect has Sample Scenario for sub-business process flow: I got what you are thinking, “Enough bragging about BPF, we all know what BPF is, show me how it is done” (read with sore throat :P) Noticeable business process flows that comes OOB areīelow is the Lead to Opportunity Sales Proces, as you can see it has the stages which can be customized and the steps within each stage, to refer more about, refer Microsoft docs here, BPF. Can tie two or more entities in the same process together.Can provide actions that are required to complete before the process can be moved to the next stage-good for things like approvals.Works consistently across all interfaces, including tablet app. ![]() Gives users a guide to what should be done at each stage.Provides a visual indication of where we are in a process.Sub BPF inside the form – can be added either in the form and shown/hidden the appropriate sub-BPF based on the main BPF using business rules orĭesigns available: below are the 5 designs available for now.įolks who have worked with Microsoft Dynamics 365 knows well that helps the business.I tried and I’m having some issues while reimporting the solution, will resolve it and update. ![]()
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