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Business Process Flows are role based process flows that guides user to navigate between entities as per the requirements. i.e. they guide users to have a step by step process divided in different stages and each stage contains different set of fields where user can enter data.
Business Process Flow can also be enhanced with branching using “If-Else Logic” and “Logical Expressions” (AND or OR) Operators. Also Branching Rule can only contain AND or OR Operator but not both operators together.
Below is the example which we tried implementing for a Pharmaceutical Manufacturing Company to enhance their productivity with streamlined user experience. Here we created the Business Process Flow which guides user to create Inquiries, Sample Request Form, Document Request and Invoices based on different branching logic.
In the backend, for custom entities, Business Process needs to be enabled on Entity Level.
To enable Business Process Flow for certain users, it can be done as shown in below image.
Thus by using Business Process Flow we can guide user to navigate between different entities and complete the streamlined process and improve the productivity of the company.
The post Business Process Flows in CRM appeared first on CloudFronts - Microsoft CRM | AX | BI | Azure.
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