Tip #597: Tipster guide to Creating Business Rules Based on Business Process Flows

Robinson Crusoe & Friday

Friday. ‘Nuff said. Dynamics CRM 2016 introduced a new feature that allows you to create Business Rules, that can execute based on Business Process Flows. Here we show you how to configure this option. If you prefer reading, this non-animated version will guide you through. Give us your feedback, all of it: good, bad, and […]

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 […]