Working with New Leads

When working with new leads, the default business process will start automatically and attach itself to the Lead (as shown in Figure 8.18). If you have a business need to work only with Leads (or any other entity) and don’t want to have a business process associated with them, you have the following options:

Image Remove the Lead entity from any business process

Image Remove or deactivate any Lead business processes

Image Create a new Business ...

Get Microsoft Dynamics CRM 2013 Unleashed now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.