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Customer experience | Sales, Customer Insights,...
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business process flow

Posted on by 15

Expalin any real time scenario about business process flow

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: business process flow

    One can use the Business Process Flow for several reasons. But it is mostly used to secure that a user/employee always works on a specific record following the companies "processes". Records of specified entities shall be put through specific process stages in order to fulfill the companies process.

    You could set up a Business Process Flow for working on the Case Entity in order to set up a ticketing process. For example:

    Phase 1: Ticket Creation

    Phase 2: Investigation

    Phase 3: Solution / Workaround

    Phase 4: Customer Feedback

    You could set up a Business Process Flow on a custom entity in order to picture a lifecycle of a record. For example something like an Asset:

    Phase 1: Purchase

    Phase 2: Usage

    Phase 3: Revision

    Phase 4: Retirement

    Basically there are so many different ways to use the Business Process Flows. Also the BPFs can stretch over multiple entities. Perfect feature for a Sales process, which can start with the Lead entity, moving over to the Opportunity and ending in a Quote. The possibilities are almost endless for using this feature.

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: business process flow

    Hi partner,

    Business Process Flow could provide a guide for new employees of your company to get work done easier and faster.

    You could refer to this doc for more details.

    docs.microsoft.com/.../business-process-flows-overview

    Best Regards,

    Leo

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