At PowerObjects, we’re very excited about the release of Microsoft Dynamics CRM 2013! One of the new features is called Business Processes. Business processes can be set up by any user (with appropriate privileges) in CRM. They assist end users in navigating through the system, and help enforce rules based on processes.
For example, a business process can guide a user through the opportunity process and stages. In the screenshot below, the line represents various opportunity stages: Qualify, Develop, Propose, and Close. Each stage has fields associated with in order to advance to the next stage. When setting up the business process, you can identify fields that are required in order to move onto the next stage. If those fields are not populated, the user will be prevented from moving forward.
How to Set Up a Business Process Flow
- Navigate to Processes (within Settings).
- Click on New.
- Name the process, set the category to Business Process Flow, and select your entity. Then click OK.
- Set the stages and fields that relate to the stage. In this example, I created a business process flow on opportunity. The first stage is created below for qualify. The account and contact are required in order to move on to the next stage, but probability and initial communication are not required in order to proceed.
- After you have set the stages, save the process. When you’re ready to implement it, click Activate.
That’s all it takes to set up business processes in CRM 2013! If this is useful for you, you may also want to check out our other blogs related to CRM 2013 features.