Dynamics 365 CE BPF, stages and fields

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Posted on by BITA

Hi Everyone,

As we are learning about the Dynamics 365 OOTB processes, stages and fields that exist in the different parts of the system (Sales, Customer Service, Field Service, etc)

we realized that Microsoft have added several BPFs, stages and fields. Are these in alignment with any known CRM business process standards, frameworks or best practices?

If yes, please let us know which. If not would appreciate the guidance on where those recommended processes came from?

Thanks

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Nya 29,056 on at

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RE: Dynamics 365 CE BPF, stages and fields

Hi BT,

Yes, the BPFs are aligned with business process standards.

And you can also customize the BPF.

Please refer to the following document to know more about it.

Create a business process flow in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya