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Microsoft Dynamics CRM (Archived)

How to apply newly created Business Process Flow as default Business Process Flow?

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Scenario : I am using MS CRM 2013. I have created new Business Process Flow for opportunity entity.
Now when i open an opportunity record by default it shows in Built Business Process Flow (Sales Opportunity Cycle). Where as I want my created Business Process Flow to be shown by default.

Is it possible?
How i can achieve that?
Thanks in advance

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  • Suggested answer
    Matt Knight Profile Picture
    on at

    Excerpt from this link: http://blogs.msdn.com/b/mvpawardprogram/archive/2013/11/11/microsoft-dynamics-crm-2013-business-process-flow.aspx

     

    Select the Case Resolution BPF from the list, select the green, Move Up arrow and select OK.

     

    The final step is to Activate the process by selecting the Active button from the top menu.

     

    The new BPF will apply to all newly created Cases,  by default, since we moved it to the top of the list. 

    If you choose, you can apply the new Case Resolution BPF to existing Case records by opening a Case record, select the More button from the command bar, select the Switch Process from the drop down list and select the Case Resolution BPF from the list.

     

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