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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
Concepts
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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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Toc

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

Creating a Business Process Flow


The following steps show how to create a new Business Process Flow for an entity:

  1. Navigate to the solution section and open the solution where you want to create the Business Process Flow. After opening the solution, navigate to the section of processes:

Business process flow creation

  1. Click on the New button. It should open a new window for creating the basic details of the process. Note that, as we are discussing the implementation of a Business Process Flow, we will select Category of the process as Business Process Flow. You must select the entity for which the process flow needs to be configured. As discussed, it implies the main entity that the process flow will run against:

Business process flow creation

As shown in the screenshot, you can also decide the device on which the process flow should appear. After you enter all the information and click OK, a window should open up where you can enter the details about the Business Process Flow.

Note

Note that, as...

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