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Microsoft Dynamics CRM (Archived)

Connect a specific Form to a businessProcessFlow

Posted on by Microsoft Employee

Hello gentlemen,

Is it possible to couple a newly made form to a business process flow that i made for a different department?

I tried to give both the form and the BPF the same security role but i can't find where to connect them.

We are a small organisation with 2 main departement. Both department have different ways to handle incidents. The process is ofcourse what they want but they also want different sections in the form when you switch process. 

For some reason i can't find this or maybe i overlook

Any suggestions what i should do?

kind Regards,

Ruud

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  • Suggested answer
    Kristian Cole Profile Picture
    Kristian Cole 290 on at
    RE: Connect a specific Form to a businessProcessFlow

    I don't think CRM is that flexible sorry. Entities usually individual Business process flows. Maybe its a good thing to separate business flows based on departments. Easier to edit without affecting the other department.

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