Microsoft Dynamics® CRM Training

Business Process Flows

Video Details
Hi, and welcome to the Success Portal by xRM. This one-minute video will explain branching in Business Process Flows in Microsoft Dynamics CRM. Business Process Flows are visuals that show you exactly where you are in a defined Business Process using Stages that are broken down into Steps. You can actually set up all the aspects of a Business Process Flow in one window, with your input in each stage directly impacting in real time the options in the next stage. You can incorporate an entity in a Business Process Flow as long as you check the box for Business Process Flows in the General Tab in that entity. Please note that this option cannot be enabled for all entities, but it can be enabled for all custom entities. Thank you for using the Success Portal by xRM.

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