From the Microsoft Dynamics CRM Blogs: CRM 2013 business process flow and dialogs; Missing activities; Enabling Quick Create for Sub-grids
From the Microsoft Dynamics CRM Blogs:
- Microsoft Dynamics CRM - Business Process Flow;
- Creating Dialogs in Dynamics CRM 2013;
- CRM 2011: Missing Activities Navigation Link When Customizing CRM Form;
- Enabling Quick Create Forms for Sub-grids - Reduce Key Clicks
Microsoft Dynamics CRM - Business Process Flow:
On her MSCRM Dynamics blog, Donna Edwards explores the new Business Process Flow (BPF) feature and provides some examples of how you can customize it to fit the needs of your organization. She explains:
"Dynamics CRM 2013, BPFs have many beneficial qualities. They are available for out-of-the-box (OOB) and custom entities, can span across multiple entities, you can create multiple BPFs for a particular business process, can be role based, can be included in solutions for export and import, and work in the browser, Outlook Client and Tablets."
Edwards says a key purpose of a BPF is to guide users through a specific business process to completion, utilizing powerful capabilities like logic to manage stages and the ability to track and report on progress
Microsoft Dynamics CRM 2013 comes with three out-of-the-box BPFs - two are related to sales and one to service. She begins by exploring the out-of-the-box Phone to Case BPF here.
Creating Dialogs in Dynamics CRM 2013
Over at the PowerObjects blog, superhero Joe CRM says you may be wondering how creating dialogs in Dynamics CRM 2013 are different from creating a dialog in Dynamics CRM 2011. The short answer: they're not really very ...
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