CRM Business Process Flow - STW Services

What Are Business Process Flows ?

Business process flows are representations of your business processes and are displayed visually in Dynamics 365 as a heading across the top of an entity form. Business process flow ensures that people enter data consistently and follow the same steps every time they work with a customer.

Create a business process flow

Step 1
Check your security role.
Step 2
Go to Settings > Processes.
Step 3
On the Actions toolbar, click New.
Step 4
In the Create Process dialog box, complete the required fields.
Step 5
Choose OK.
Step 6
Add stages.
Step 7
Add steps to a stage. To see the steps in a stage, click Details in the lower-right corner of the stage.
Step 8
Add a branch (condition) to the process
Step 9
Add a workflow.
Step 10
To validate the business process flow, click Validate on the action bar.
Step 11
To save the process as a draft while continue working on it, click Save in the action bar.
Step 12
To activate the process and make it available to team, click Activate on the action bar.