30 Sep’16

Dynamics CRMBusiness Process Flows in CRM

Business Process Flows are role based process flows that guides user to navigate between entities as per the requirements. i.e. they guide users to have a step by step process divided in different stages and each stage contains different set of fields where user can enter data.

Business Process Flow can also be enhanced with branching using “If-Else Logic” and “Logical Expressions” (AND or OR) Operators. Also Branching Rule can only contain AND or OR Operator but not both operators together.


  1. Each Business Process Flow can contain no more than 30 stages.
  2. In Multi Entity Process, max 5 entities can be selected.

Below is the example which we tried implementing for a Pharmaceutical Manufacturing Company to enhance their productivity with streamlined user experience. Here we created the Business Process Flow which guides user to create Inquiries, Sample Request Form, Document Request and Invoices based on different branching logic.


In the backend, for custom entities, Business Process needs to be enabled on Entity Level.

To enable Business Process Flow for certain users, it can be done as shown in below image.



  1. Marketing Team creates Inquiry (Opportunity) with required details and once it is created, Marketing Team proceeds to create Quotations for Products for the Inquiry was raised by clicking on Next Stage.

  2. Once Quotations are created, based on branching logic of whether Samples or Documents is needed, the stage alters.
  3. So If Quote Accepted = Yes and Sample Required= Yes, the next stage is Sampling Stage.
  4. Or if Quote Accepted= Yes and Sample Request = Yes and Document Request = Yes, the next stages are Sampling and Regulatory Stage.
  5. Or if Quote Accepted = Yes and Document Request = Yes, then there is no Sampling Stage as the next stage.
  6. So as seen above, we can see how based on different criteria and conditions the stages changes.
  7. These conditions can be defined as per the user’s Business Logic.


Thus by using Business Process Flow we can guide user to navigate between different entities and complete the streamlined process and improve the productivity of the company.


Written by

Team Member


Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Managing mailbox through Email Archiving

    20 March’ 2018

    Introduction: Email can fill your Outlook Inbox quickly – new messages, replies, and forwards. Before you know it, yo...

    Read more
  • Workaround to Report.SAVEASPDF in NAV 2018

    20 March’ 2018

    Objective: In NAV 2017 Emailing the PDF by running the report using Report.SAVEASPDF is now not allowed in NAV 2018. Th...

    Read more
  • Dynamics 365 Client Diagnostics

    15 March’ 2018

    Main cause of Performance Issues: Bandwidth and latency are the primary characteristics which affects the performance o...

    Read more
  • Closing Blind Shift in MPOS and CPOS in Dynamics 365 for Retail

    15 March’ 2018

    Manual For closing Blind shift in POS: Blind shifts terminate the currently ongoing shift and when logged in a new shif...

    Read more
  • Persistent Filters in the Power BI Service

    13 March’ 2018

    Introduction: The feature is finally release, and it is power BI has announced general availability of persistent filt...

    Read more