Microsoft Dynamics CRM Business Process Flow Lessons Learned – 9/15, CRM Software Blog

I’ve had the pleasure of completing multiple upgrades to Microsoft Dynamics CRM 2013, and one of the most popular new features for our clients is Business Process Flow. BPF is a great way to see where you are in a process, and it gives users a helpful guide for what needs to happen to close a sale, resolve a case, or complete many other types of processes.

In the “process” of implementing BPF, I’ve seen many areas where process flows work great, but I’ve also seen some situations where certain configuration choices may not be optimal for Business Process Flow.

Benefits of business process flow

  • Provides visual indication of where we are in a process.
  • Gives users a guide to what should b


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