Business Process Flows

Business Process Flows (BPFs) are a new process type in CRM 2013 that provides visual presentation of processes in CRM. Business users can create efficient and streamlined business processes that let end users know where they are and what to do next with current record to reach a conclusion. Users can the see the BPF control at the top of the entity records (see Figure 22.17).


FIGURE 22.17 BPF for an Opportunity.

Enable an Entity for BPF

You can enable the BPF feature for an entity by allowing this on the form customizations. To do so, go to Customizations > Customize the System, and then select an entity for which you ...

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.