Hello Readers and Viewers In this episode we will try to understand all about Business Process Flows (BPFs). Let's first look at types of Flow available in Power Automate: Flow Team Flow (when you share a flow) Business Process Flow Immersive Non-Immersive/Original/Old UI Flow (RPA) What are Business Process Flows? Business process flows provide a... Continue Reading →
Hello Readers We found a major issue with Unified Interface Business Process Flows. Don't know if it can be termed as a Bug, but had to make the title catchy 😀 Description- Following are the details: BPF Name: Phone to Case ProcessStage: ResolveField: Resolve Case (Clicking this field opens the case resolution form)Field Values: Mark... Continue Reading →
This is in continuation of the topic ‘Business Process Flows in Dynamics 365-Part I’ Now let’s see, how does Business Process Flows looks on CRM forms: Colours have changed 🙂 I am in the second stage and have selected ‘Project type’ equals “Implementation” I am in the second stage and have selected ‘Project type’ equals... Continue Reading →
Business Process Flows have been an integral part of Dynamics CRM since version 2013. We should use Business Process Flows, if we want Users to follow same set of activities while executing a sales or service process (or may be a defined type of sales or service) while interacting with clients. What’s new?? Designer Trigger... Continue Reading →
Hello All, Today I will share my thoughts on creating Business Process Flows(BPF)in CRM 2013. First of all, let me set the context right.... BPFs are nothing but an automated replacement for your Sales pipeline; which we used to update through workflows under pipeline phase field in CRM 2011 or through customization. But now it... Continue Reading →
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