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Mastering Microsoft Dynamics CRM 2016

You're reading from   Mastering Microsoft Dynamics CRM 2016 An advanced guide for effective Dynamics CRM customization and development

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Product type Paperback
Published in Nov 2017
Publisher Packt
ISBN-13 9781786466617
Length 402 pages
Edition 1st Edition
Languages
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Table of Contents (13) Chapters Close

Preface 1. History of Dynamics CRM FREE CHAPTER 2. Working with Sales 3. Working with Services 4. Working with Marketing 5. Working with the XRM Framework 6. Analytics with CRM 7. Workflow Development with Dynamics CRM 8. Client-Side Scripting 9. Enhancements for Mobile 10. Plugin Development with Dynamics CRM 11. Business Process Flows and Business Rules 12. New Features in CRM 2016

Business Process Flows

Business Process Flows in Dynamics CRM are a set of steps that guide users across a business process in the system. A Business Process Flow is divided into various stages, with each stage containing a set of steps or fields. Based on the requirement, we can even make a step or a field, as required. Business Process Flows do not serve as an automatic process but as a guide for users, through which they can complete a task.

Out-of-box Dynamics CRM provides business process flows for standard entities such as Account or Contact. We can also configure them against custom entities. We can refer to the existing Business Process Flows by navigating to Settings | Processes:

Process Center

In the processes screen, the user can open the Business Process Flows view:

Business Process Flows
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