Crm business process flow branch relationship

Microsoft Dynamics CRM Business Process Flow

crm business process flow branch relationship

Learn how to use branching in a business process flow. Dynamics CRM · Dynamics CRM · Dynamics CRM · Dynamics What you need to know when designing business process flows with branches When you define a process flow, you can optionally select an entity relationship. The business process flow in Dynamics provides a simple and top of the CRM form to guide the user through pre-defined processes using next will take you to the next entity with relationship to the new one. Based on certain values in the stage steps, you can make the process flow branch out to. Microsoft Dynamics CRM Business Process Flow is tool to help users to Branching rule using user interface; Enabled for multi entities without any relation ; Stage can be updated Add a branch (condition) to the process.

They run in a linear, staged process. Business processes cannot be exited or abandoned, the user can come back Each entity can have no more than 10 activated business process flows Each process flow has a maximum of 30 stages Multi-entity process can use no more than five entities.

Business Process Flow Facts, Functionality and Limitations – Hosk's Dynamic CRM Blog

You can only run one business flow for each record Current process and stage is a unique identifier. This allows the user to return to the process at a later time. Stage gating is making field required before a user can move to the next stage Business process flows can be associated with security roles, so only users with specific security roles will see the business rules.

If you create an entity and the entity and your security roles have multiple business process flows available, the user will be presentation with a choice. If you switch processes, it will start at the first stage of the process.

Enhance business process flows with branching | Microsoft Docs

To enable a custom entity for a business process flow, you check Business Processs flows checkbox, this cannot be unticked and will create some fields on the entity.

A process can go back to the previous stage regardless of an entity type. For example, if the active stage is Deliver Quote on a quote record, process users can move the active stage back to the Propose stage on an opportunity record. In another example, suppose a process is currently in the Present Proposal stage in your process flow: If the proposal presented to the customer requires more research to identify customer needs, users can simply select the Identify Needs stage of your process and choose Set Active.

Select New to create a new process. Add the first stage to the process called Qualify and add steps Purchase Time frame and Car Preference. After the common Qualify stage, we split the process into to two separate branches, by using the Condition tile. Prevent information disclosure Consider a business process flow with branches for processing a loan request at a bank, as shown below.

crm business process flow branch relationship

The custom entities used in the stages are shown in parenthesis. At first glance, it looks that we can easily do this by assigning the loan officer a security role that specifies no access to the Investigation entity.

The loan officer reviews the request in the first stage.

Enhanced Business Process Flow in CRM 2015 – VEGA release

However, if the loan officer opens the Request record, she would be able to see the entire end-to-end process. Entity used in BPF can be revisited multiple times. Programmability through client API: Programmatically updates process state and hooks on to process events.

  • Microsoft Dynamics CRM Business Process Flow
  • Enhance business process flows with branching
  • Microsoft Dynamics CRM 2015: Using Branching Business Process Flows

The requests you receive on daily basis get classified as leads, some of them get Qualified if they are further interested in evaluating the trial of the software, if not, then the lead get disqualified.

Once a lead is interested in trial, the lead gets Qualified and an Opportunity gets created.

crm business process flow branch relationship

Once the trial is completed, we ask if a Quote is required. If no, we close the Opportunity but if it is a yes, we create a quote and deliver the quote. After that, we offer maintenance for the product, if the Opportunity is interested in maintenance, we update the Quote, otherwise we create Invoice and at the end close Opportunity.

Getting started with Business Process Flows in Dynamics CRM

Now, we have created a Business process as follows.