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 […]
Tip #597: Tipster guide to Creating Business Rules Based on Business Process Flows
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 […]
Tip #505: Set active — what’s it good for?
You may notice that in CRM 2015 Update 1, when you click to a different stage in the process flow, the “Next” button changes to “Set Active.” But you may also notice that it is grayed out and doesn’t do anything. The “Set Active” button is designed to allow users to jump back to an […]