CRM 2013: How to remove Business Process Flow

Microsoft Dynamics CRM 2013 comes out of the box with three system created Business Process Flows, one for Case, Lead and Opportunity.  They are activated and ready for use.

All existing CRM Cases, Leads, and Opportunities are defaulted to these new CRM 2013 Business Process Flows.  Here is an example for a Lead:

I very much like Business Process Flow – however there are some CRM projects that just don’t need them yet and would be better off – have them disabled.  So what is the best option to turn them off?

Here is a good approach:

Make a copy of the existing Business Process Flows.  CRM Client > Settings > Processes > open the Business Process Flow (i.e. “Lead to Opportunity Sales Process”) > click on the “Save As” button to make a copy of it for re-use in the future.

Now you can “Deactivate” the Business Process Flow in question and then “delete” it.

Check this out – there is no more Business Process Flow associated with CRM Lead records:

Contact me if you are looking for some Microsoft Dynamics CRM help.

Frank Lee, CRM MVP
Workopia – Microsoft CRM Keeping it Simple!