While the Business Process Flow feature was first introduced in the December 2012 version of Microsoft Dynamics CRM, this feature has now been perfected. Think of Business Process Flow like a manual that is here to help with a number of different business processes. Since 2013 already, the option of customizing your Business Process Flows and moving them between entities has been available to users.
The latest update promises that this feature can now take on even more complex business processes. In addition, Microsoft has worked hard in order to make Business Process Flows a lot more user friendly. You can select from a number of different business processes for each type of record depending on your level of access. At this point, we would thus like to familiarize you with all of the changes that Microsoft has made to Busness Process Flows in its current version or CRM.
Branching Now Available in 365
You might find that some of your business processes do not follow a strictly linear pattern. As a computer dealer, you might utilize a different process depending on whether your customer would like to purchase a new or refurbished laptop, for example. Modeling this kind of business process would not have been possible in CRM 2013. However, Dynamics 365 gives you access to various IF/ELSE clauses that can help in this matter. Depending on the information originally entered, you can thus model different stages. As such, various branches can be united in a single business flow. The best part is that you will not even need any coding knowledge in order to make these edits. Editing your Business Process Flow for one or multiple entities is rather simple, which is one of the greatest perks of Dynamics 365.
Moreover, OOB programmability has been one of the most highly requested additions to Dynamics 365. From skipping a stage to advancing a stage, you are now given a large number of programmability options. You can even go as far as changing the Business Process Flow that is currently in use. By reducing clicks in this matter, Dynamics 365 promises to be a lot more user friendly. Given that processes that are not strictly linear are now supported as well, an even larger number of organizations will be able to use CRM as the powerful tool that it is.
The above mentioned functions help users to simplify, compress and optimize workflows and therefore increase productivity. Click here and discover what else Microsoft’s high-performance customer relation management tool is capable of.