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Microsoft Dynamics CRM (Archived)

Using Business process flow

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Posted on by Davyjones 1,299

Hi,

We have migrated from 2011 to 2013 and i am trying to use business process flow and not sure can it be applied to our logic here.

The only place where we use a "process" is in Opportunity and all are based on one value"The opportunity Stage"(A custom drop down with numbers from 1-4).

We had a button(move to next stage) and the opportunity stage drop down which has stage numbers controlled by java script and all it does is, when stage 1 certain fields are mandatory, when we click on the button, the drop down will go to stage 2 and few other fields become mandatory and so on till stage 4 and then we close it as Won.

I need to know if this logic of having some fields madate for each stage and moving can be done in Business Process flow, if yes then how, what will the impact be. Also i dont see the button that we created any more.

Thanks

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Using Business process flow

    Hi Davy,

    Based on your business process I would say yes, a CRM does sound like a good option in running your business more efficient. A CRM allows you to keep a record of your customers' details and any interaction so it makes everything well organized.

    You may also want to look at the option of getting a CTI solution like Tenfold which integrates your existing phone and CRM. They support MS Dynamics integration. Checkout these integrations at www.tenfold.com/.../dynamics

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Using Business process flow

    Hello Davy,

    Based on your business process I would say yes, a CRM does sound like a good option in running your business more efficient. A CRM allows you to keep a record of your customers' details and any interaction so it makes everything well organized.

    You may also want to look at the option of getting a CTI solution like Tenfold which integrates your existing phone and CRM. They also support MS Dynamics integration. Checkout these integrations at www.tenfold.com/integrations/dynamics

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Using Business process flow

    Hi Davyjones

    As i said, Business Rules are not Business process flow specific they are form specific.

    For e.g. if you have following on case entity-

    Forms:

    1.Case Form

    2.Information Form

    Business Process Flow

    1. Case process

    2. Phone to case process

    Now you create a business rule and set the scope to 'all forms'; this rule will work on both the process flows, no matter what.

    Alternative: create a custom field 'BPF' with options BPF1, BPF2...so on

    Apply a javascript which can set the value of  field 'BPF' on change of Business process flow. once you have field BPF populated, you can create your business rules such that you can check value in field BPF for e.g.

    if BPF = BPF1 and

     Customer contains data

    Lock 'customer'

    else if BPF = BPF2 and

    Customer contains data

    Unlock 'Customer'

  • Davyjones Profile Picture
    Davyjones 1,299 on at
    RE: Using Business process flow

    Thanks Prashant, so Busineess rules can work on BPF. Can you let me know the filed that i should be selecting in Business Rules to validate something in BPF, i see only "Process Code" in business rules, not sure how to achieve this.

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Using Business process flow

    Business Rules run form wise and not process flow wise. Which means your rules will work on a process flow (no matter what it is), it depends on the form

  • Davyjones Profile Picture
    Davyjones 1,299 on at
    RE: Using Business process flow

    Hi Prashant, Can i use business rules on BPF. Meaning in opportunity can i use Business rules which can refer the BPF? Thanks.

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Using Business process flow

    You can restrict backward movement only by using a Javascript. OOB system allows you to move back & forth and you cant restrict users.

  • Davyjones Profile Picture
    Davyjones 1,299 on at
    RE: Using Business process flow

    Thanks very much Prashant, one other thing, can i restrict the BPF to work only unidirectional, just to move forward but never be able to come to the previous stage.

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Using Business process flow

    For Dynamics 365 this can be OOB solution but not for CRM 2013.

    You can use a workflow to update this field or use javascript

  • Davyjones Profile Picture
    Davyjones 1,299 on at
    RE: Using Business process flow

    Thanks Prashant, I need your help on one other thing, We have a dropdown read only field that has 4 stages (just numbers 1-4), can this values be incremented when i click on "Next stage" in the BPF.

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