Tip #712: How to add a spacer to CRM Business Process Flow

Tile spacers

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 […]

Tip #576: Business Process Flow can be updated on closed opportunity

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 […]

Tip #168: Renumber the pipeline stage

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 […]

Tip #55: How to make your time control look nice on BPF ribbon

Wrapped time control on BPF ribbon

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 […]

Tip #48: Update process flow for existing records

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 […]

Tip #46: Don’t combine multiple sales process tracking methods

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 […]

Tip #42: Adding Ready-to-use Business Processes

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 […]