CRM 2013- Part Four- Introducing Business Process Flow

Posted on: May 28, 2014 | By: Jim Bertler | Microsoft Dynamics CRM

In Microsoft Dynamics CRM 2013, Microsoft introduces the Business Process Flow concept. It provides a framework that enforces sets of rules for users to guide them through a process. Out of the box, Microsoft provides three Business Process Flow Templates:

·         Lead to Opportunity Sales Process

·         Opportunity Sales Process

·         Phone call to case Process

While each of the above are generic processes, they can be used as a starting point to customize for users. Furthermore, Microsoft intends on releasing industry specific processes in the near future.

The concept behind a Business Process Flow is simple. It is a method to guide a user through a specific process within CRM to achieve an end result. It allows a user to back-up or jump over steps. It enforces rules to insure that certain required data is captured, and it provides recommendations along the way.

This is a truly fresh approach to the often asked question of “How do I use Microsoft CRM in my business?” The Business Process Flow is designed to be set-up or modified by an experienced Microsoft Dynamics CRM administrator, and generally requires no coding. As Microsoft states, it is a “deliberate move to focus on outcomes, and not on transactions.” It is an attempt to make CRM more user friendly with specific steps that need to be followed to complete a process, instead of leaving it up to the user to figure out what should be done next.

Business Process Flows is an exciting and new concept for Microsoft Dynamics CRM 2013, but may take some time to catch on with experienced Microsoft Dynamics CRM users. If you are interested in learning more about Business Process Flows, feel free to contact Logan Consulting for more information!

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