Microsoft Dynamics® CRM Training
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Thank you for viewing “Process Flow.” Below, you will find a short practicum designed to help you reinforce this lesson as well as a summary of the material covered in the video.
Practice makes perfect! Complete the short assignment below to reinforce the material that you learned in the video.
Add your own stage to the out-of-the-box Lead to Opportunity process in Dynamics CRM 2013. Add new steps to the stage and associate existing fields in CRM with them.
For guidance please refer to the instructions in this email and the “Process Flow” video.
This video is separated into 3 segments. The first segment defines what Process Flow is and how it can improve business intelligence and overall productivity. The second segment demonstrates how end users typically interact with Process Flow on a form. The final segment is a “How-To” tutorial for creating custom Process Flow, otherwise known as a “Business Process”.
Business Processes are designed to help users stay on point through a series of standardized steps and stages to achieve a desired outcome. They are essentially a road map with a list of directions and are displayed on the Process Bar of a form. Along this roadmap, a stage is a milestone that the process has reached. Each stage contains various steps, which can be optional or required in order for the user to progress to the next stage of the process.
The most common user for Business Processes is to map a sales process on a form. However, Business Processes can be created for just about anything imaginable: customer service, marketing, project management to name a few examples.
Customizing a Business Process is actually quite simple. For this example, we’ll be customizing the out-of-the-box sales process from the Opportunity entity.
1. Navigate to Sales > Opportunities, and then open a record.
2. In the command bar, click the ellipsis, and then select Edit Process.
3. The Business Process Flow editor opens in a new window. From here, you can activate/deactivate the process, you can click Save As to create a new process, among other options outlined in the video.
4. The +/- icon allows you to associate entities with and dissociate entities from the selected process.
5. The add icons next to the Sates and Steps columns allow you to add new stages and steps, respectively.
6. To remove a stage, select it so that the entire stage and the steps it contains are highlighted in gold. Click the X icon to the far right of the selected stage.
7. To remove a step, select a step so that only it is highlighted in gold and then click the X icon.
8. Selected stages and steps can be moved up and down the process using the up and down arrows at the bottom of the window.
9. When you are done making changes, click the Save button at the top of the window. You may have to refresh the browser or record for the modifications to take effect.
Please refer to the “What is New in CRM 2013” video series for more information regarding the changes in Microsoft Dynamics CRM 2013. In this series, you’ll find the New User Interface, Mobility, Process Flow, Business Intelligence, Yammer & CRM, Portable Business Logic, and Additional “What’s New” Resources videos.