A client recently asked me about the ability to limit who can move an opportunity out of the “propose” stage. They would like to only allow sales managers to move to the next stage of the business process flow. Knowing that Dynamics 365 does not limit stage movement by role, I reached out to some […]
With so many tips to share, Daryl “New MVP on the block” LaBar is on a fast track to become one of our resident tipsters. Here is another good one. The CRM form designer has a spacer control allowing to achieve some finesse in the form layout. This feature is sorely missing in CRM Business […]
Mini Truckstop Everybody knows who Tanguy “The XRM Toolbox” Touzard is. That’s right, a legend. But being a CRM legend does not mean knowing everything – it’s knowing when to ask the right questions. Question For one of my customers, it seems that when you are on a won Opportunity form, you can change BPF […]
When you use Business Process Flow, the stages are categorized using the stage category option set. The categorization allows you to have standard process stage categories across multiple processes. While your various process flows may have stages with different names, the stage category provides consistency between process flows and allows you to chart opportunities with […]
Did you now that Microsoft Dynamics CRM 2013 Business Process Flows: Are considered processes and are created from the Process area in the Settings module You can have up to 10 active process flows per entity Can contain up to 30 stages One process flow can use up to five different entities Users can switch […]
If you have a date/time attribute as part of your Business Process Flow, you may notice that the time dropdown does not quite fit on BPF ribbon: Currently there is no solution to the problem, but there is a simple workaround: change your personal time format to a 24 hours format. Click on the Settings […]
So you decided to follow tip 46 and use process flows instead of the sales stage field. How do you update your existing records? If you open a closed opportunity, for example, the record (and the process flow stage) will be non editable. First, understand how the process and stage are stored on the record. if […]
In Microsoft Dynamics CRM 2013, the Business Process Flow is a great way to keep track of where you are in your sales (or any other type of) process. There are also other methods, left over from previous versions of CRM, such as the Close Probability field and Sales Stage field. It can be tempting […]
Happy New Year Ladies and Gentlemen – Gus Gonzalez here driving the CRM Tipping Truck today! One of the biggest additions to Microsoft Dynamics CRM 2013 is Business Process Flow and when you start using Microsoft Dynamics CRM 2013 you will notice that Microsoft has included three new BPF processes for you to understand how […]
In the new Business Process Flow functionality in CRM 2013, what if you want to have a bit field that must equal yes before the user can advance to the next process stage? When you add a new bit (two option) field with the default values and make it required, when the record is viewed, […]
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