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Business Process Flows in Microsoft Dynamics CRM 2015

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Business Process Flows are one of four type of Process in Dynamics CRM 2015. First three types are discussed in last presentation uploaded, This one is all about Business process Flows

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Business Process Flows in Microsoft Dynamics CRM 2015

  1. 1. BUSINESS PROCESS FLOWS IN MS DYNAMICS CRM 2015 BY ASHISH VISHWAKARMA
  2. 2. AGENDA  Why Business Process Flows?  What a Business Process Flow can do?  What it can not do? : Limitations
  3. 3. WHY BUSINESS PROCESS FLOWS?  Provide a guide to get work done.  Streamlined user experience.  Reduce the need of training.  Less mistakes.  Can be tailored according to security role.
  4. 4. WHAT A BUSINESS PROCESS FLOW CAN DO?  Stage gating.  Conditional Branching & merging  Can be combined with other processes.  Multiple entities can be used  Multiple Business Process Flows can be created for a single entity.
  5. 5. WHAT IT CAN NOT DO? : LIMITATIONS  No more than 10 active BPFs per entity.  No more than 30 stages per process.  No more than 5 entities.  No branch deeper than 5 levels  Condition must be from previous stage.  No Looping  Conditions using AND/OR
  6. 6. CREATING NEW BUSINESS PROCESS FLOW
  7. 7. STAGES IN BUSINESS PROCESS FLOW
  8. 8. BRANCHES IN BUSINESS PROCESS FLOW
  9. 9. BUSINESS PROCESS FLOW IN ACTION
  10. 10. THANKS FOR LISTENING! ANY QUERIES?

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