Setting > Data management > Add Ready-to-use-business process flow
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- Business process flows can be created for 25 system entities, as well as any custom entity that has the Business Process Flow attribute enabled. Keep in mind that once this attribute is enabled, it cannot be disabled.
- Before Adding Ready to use Business process flow
Following Entities will have no business process and Create Form will look like
Account – No process flow
Contact – No process flow
Campaign – No process flow
Marketing List – No process flow
Case and opportunity entity will already have business process flow activated.
But newly created Business process flow will override those process and newly created flows will be visible on screen.
Still you can see those process in switch process of the entity.
And Check Business Process Flow count currently in Setting > Process > Business process View
Also In Setting > Solution, there will be no solution named {BusinessProcess}- Now go to setting > Data Management > Add Ready-to-use-business Process
Popup for confirming Add or cancel.
Select Add, Note this will take time. - After Ready-to-use business process are installed, total 12 process will be installed , one managed solution will include those 12 business process flow and its Entity.
2 on contact entity
3 on campaign entity
3 on case entity
1 on marketing list
1 on account list
2 on opportunity
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Process Name Description Entity Phone sales campaign Call prospects, create and qualify leads, develop opportunities, and then close deals.
Entities included in this process are
Campaign
Phone call (Activity)
Campaign Response
LeadOpportunity
No Workflow is used in this BPF.
9 stages and each stages and some data steps.
This BPF processes Campaign record, Create Phone call activity, Create and qualify lead, Develop Opportunity and take the campaign response back thus closing the campaign.Campaign Email sales campaign Email prospects, create and qualify leads, develop opportunities, and then close deals.
Entities included in this process areCampaign
Email (Activity)
Campaign Response
LeadOpportunity
No Workflow is used in this BPF.
9 stages and each stages and some data steps.
This BPF processes Campaign record, Create Email activity, Create and qualify lead, Develop Opportunity and take the campaign response back thus closing the campaign.Campaign Multichannel sales campaign Contact prospects by phone and email, create and qualify leads, and then close deals.
Entities included in this process are
Campaign
Campaign Email Activity
Phone Call (Activity)
Campaign Response
Lead
No Workflow is used in this BPF.
7 stages and each stages and some data steps.
This BPF processes Campaign record, Create Campaign Email activity and Phone call both, Create and qualify lead and take the campaign response back thus closing the campaign.Campaign Marketing list builder Create targeted marketing lists for accounts, contacts, or leads, add prospects, and gain manager approval.
Entities included in this process are
Marketing List
3 stages and each stages and some data steps.
No Workflow is used in this BPF.
This BPF process marketing list records, create marketing list, ask user to add member in stage 2 and take approval at stage 3.Marketing List Service appointment scheduling Schedule service appointments, set up reminders, and make sure service activities are completed.
Entities included in this process are
Case
Appointment
4 stages and each stages and some data steps.
Match Case with customer at stage 1.
Create appointment for customer at stage 2
Case follow up with reminder at stage 3
Resolve case at stage 4Case Service case upsell Upsell additional products or services while resolving a customer’s service request.
Entities included in this process are
Case
Lead
4 stages and each stages and some data steps.
Match Case with customer at stage 1.
Research on lead at stage 2
confirm lead at stage 3
Resolve case at stage 4Case Guided service case Make sure that data is entered consistently for service cases, and that required activities are completed to resolve a case.
Entities included in this process are
Case
4 stages and each stages and some data steps.
Match Case with customer at stage 1.
Case Details capturing at stage 2
Track progress at stage 3
Resolve case at stage 4Case Opportunity to invoice (Business-to-Business) Follow a standard process for assessing needs, negotiating outcomes, fulfilling orders, and closing opportunities when selling
to other businesses.
Entities included in this process are
Opportunity
Quote
Order
Invoice
6 stages and each stages and some data steps.
This is Business to business process where whole business important task can be performed.
Assess Needs at stage 1
Assign products, price list etc at stage 2
Create Quote at stage 3
Create Order at stage 4
Generate Invoice at Stage 5
Close Opportunity at stage 6Opportunity Contact to order Target sales by using a consistent method to interact with customers.
Entities included in this process are
ContactQuote
Order
5 stages and each stages and some data steps.
This is also B2B which directly Create Order from Contact.
Check interest at contact by preferred contact method at stage 1
Create Quote at stage 2
Create Order at stage 3
Add payment details at stage 4
Follow up contact at stage 5 for invoicing.Contact Upsell after service interaction Turn a good service experience into an opportunity to upsell more products and services to the customer.
Entities included in this process are
Contact
Case
Task
6 stages and each stages and some data steps.
This process is a service part directly from contact
check the contact at stage 1
Create Case request to resolve Issue at stage 2
Resolve case at stage 3
Check customer satisfaction at stage 4
Create Task at stage 5
and create opportunity at stage 6Contact In store excellence Suggest orders for store owners and field personnel and gain acceptance from store managers for those orders.
Entities included in this process are
Account
Order
Appointment
5 stages and each stages and some data steps.
Check Store at stage 1
Order and set delivery date at stage 2
Create appointment to plan visit at stage 3
Create to actually visit at stage 4
Confirm order at stage 5Account Collaborative selling Review and link sales team for an opportunity
Entities included in this process are
Opportunity
Email
4 stages and each stages and some data steps.
Review Which sales team can handle this opportunity at stage 1
Assign sales team accordingly at stage 2
Send Email to Sales team at stage 3
Update Opportunity at stage 4Opportunity Above created business process flows are activate, but dependent workflows or action will be deactivate, we have to manually activate those process.
- Those process can be used to streamline organization task and help to work faster without explaining each user of entity sections and tabs.
- By Microsoft
Ready-to-use business processes available through the Add Ready-to-Use Business Processes setting has been deprecated and will be removed in a future major release of Dynamics 365. You can find ready-to-use business processes on Microsoft AppSource.
Basics
- How to install and uninstall check here >
- https://www.powerobjects.com/2014/03/07/how-to-turn-on-ready-to-use-business-process-flows-in-dynamics-crm-2013/
- https://mydynamicscrmblog.wordpress.com/2015/07/16/ready-to-use-business-processes-in-dynamics-crm/
- https://community.dynamics.com/crm/b/crminogic/archive/2013/10/30/how-to-install-ready-to-use-business-processes-in-crm-2013
- https://community.dynamics.com/crm/b/microsoftlystavlen/archive/2013/10/31/ready-to-use-business-process-flows
- https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/add-ready-use-business-processes
- https://msdynamicscrmblog.wordpress.com/2013/11/10/ready-to-use-business-processes-in-dynamics-crm-2013/
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