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Microsoft Dynamics CRM (Archived)

Dynamics CRM 365 - Business Process Flow

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Posted on by 55

The Business Process Flow editor has changed for Dynamcics CRM 365.

I am trying to make a copy of the standard Opportunity Business Process Flow. I have added it to a custom solition, and then pressed 'Save as' on the BPF. The resulting copy has a prefix of 'new_', not the prefix for the solution. I feel this is a bug, but there does not seem to be a channel to report these.

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    PS Profile Picture
    23,577 on at

    Hi Dean,

    Its not a bug, this how it works. You can try the same on other versions. Basically, when you open a record/process and save it as, it is actually copying the OOB process independently and not within your solution.

    Try creating a process within your solution and it will show you a custom prefix.

  • Community Member Profile Picture
    on at

    Hello Dean. Tenfold can also help in integrating Microsoft Office 365 and Microsoft and enabling click to dial in Outlook. They also support MS Dynamics integration. Our click to dial also works on webpages opened in Chrome. www.tenfold.com/.../dynamics

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