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Hello everyone,
1. Is it a bad idea to make customizations to the default "Opportunity Sales Process" rather than duplicating it and making customizations there?
2. If I do make a second process how do I make it the defaulted to process that my firm uses?
3. If I want to rename the "Develop" stage to "Contracts" do I need to make a new category?
Thank you for your time.
You rock!
Josh
Hi Dribblej,
1. No, there is no problem or impact by updating the default BPF however you will not able to redefine category for example. So maybe it can be a good idea to copy or create new BPF with the stages you want.
2. You can redefine the default BPF these ways:
- Follow this process by controlling by roles: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/business-process-flows-overview#control-which-business-process-flow-will-be-applied
- Open UCI Sitemap Designer and select only the Business Process Flows you want to render.
3. You can rename the categories in the global option set. Or you can additional ones with the name you need.
Remembering that if you rename the category it may affect old records that are already created.
See more details here: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-business-process-flow#other-things-to-know-about-business-process-flows
Hope that helps.
Thank you Flávia.
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