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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Simple Lead Process
Microsoft Dynamics CRM (Archived)

Simple Lead Process

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Posted on by IntecCRM 115

I apologize if my questions seem very basic - I am new to Dynamics and I am learning a lot every day. 
One thing I really struggle to get to grips with is creating and managing processes.

I am looking to create a simple Lead process that allows YES/NO answers or a tick box.

For example, 

Stakeholders Found - Tick Box or YES/NO

Added To LinkedIn - YES/NO

and so on.

Any help greatly appreciated.

Thanks

Paul

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at
    RE: Simple Lead Process

    Hi,

    You can create business process flows. If you want to know how to create business process flows please check below link.

    www.powerobjects.com/.../creating-business-processes-in-crm-2013

    Mansoor

  • IntecCRM Profile Picture
    IntecCRM 115 on at
    RE: Simple Lead Process

    Hi Mansoor

    I know how to create but my problem is having a simple field at each stage of the process. It seems that I can only have pre defined ones when I just want a YES/NO or tick box etc.

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Simple Lead Process

    Hello,

    Business process don't allow to define field separately, it provides all the field from the selected entity.  

    So if you want to use Yes/No field you need to add two options field and then you can use it there, you can also rename options to something different for example

    Yes-> Completed

    No-> Not Completed

    Thank you

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