To help you ensure that you follow consistent steps every time you work with customers CRM 2013 includes several ready-to-use business processes for common sales, service, and marketing scenarios
Before you can use these processes, you need to install them.
How to add ready-to-use processes to your system
How to activate ready-to-use business processes
Editing a Process
Even if you dont add any of the ready-to-use processes, Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online include three business process flows, one of which is the process "Lead to Opportunity". This process
Should you want to edit this process to fit a specific need in your organisation, you can access the process in the Settings module under Customizations
As mentioned above the "Lead to Opportunity Sales Process" includes the "Lead" entity in the "Qualify" stage. In the "Qualify" stage you work through seven steps (see below) each corresponding to a field on the "Lead" entity
When your Lead is qualified the process invokes the "Opportunity" entity, and three stages ("Develop", "Propose", and "Close"). Each stage has 4-5 steps to it. You can easily add/edit/reorder stages and steps and even create your own processes
Create your own processes and switching processes
If none of the built-in or ready-to-use processes fits your needs, you can easily create your own processes.
In this example I'm building a solution for Events (in-person and online meetings, seminars a.s.o), with two processes in it - one for a Community Meeting and one for an Online Seminar.
Step #1 - Create a solution (optional)
Step #2 - Create/add an entity, and add the fields you want in your process(es)
I'm creating an entity "Event" and adding all the fields I need, eg, "Build Agenda" (Y/N). You can see the rest of the fields included in the process in the screenshot in step #3 below.
Step #3 - Create the process(es)
I'm creating two processes - one for a Community Meeting (see below) and one for an Online Seminar. That way I'll be able to switch a meeting from an (in person) Community Day meeting to an Online Meeting should I need to.
My "Community Meeting" process has three stages to it ("Initial", "Content", and "Invitation") with respectively 2, 3, and 4 steps to them. The first step in the "Invitation" stage is Build Agenda (Y/N) corresponding to the above mentioned field. Please note that the fact that we are using fields in the flow means that any Business Logic you apply to a field will work also when you work with the field in the Business Process Flow.
Once the processes are built I can create an event using the "Community Meeting" (default) process. Note that one of the two steps in the "Initial" stage is "Book Rooms" (Y/N)
In the second stage "Content" I define content, speakers and book speakers
In the third stage "Invitation" I build the agenda, create the invitation, update the recipient list, send the invitation and create an reply folder in Outlook to catch all the replies.
Should I need to revert the meeting to an Online Meeting (eg due to budget restraints) I can easily switch the process and maintain the previosly entered information
Note that in the "Online Seminar" process there is no need for rooms in the "Initial stage", hence the only step is the date. I could of course create a field to hold the URL to the Online meeting and put it in the stage.
With the new Business Process Flows its now easier than ever for you to invoke the processes have in your CRM application and benefit from the consistency they bring.
I am having trouble with the "stage gating" and workflow processes. We have a screen built with 4 different stages, but are unable to access two of the locked stages. All of the required fields are filled out in the first two stages, but when I click "Next Stage" a pop-up appears and it says "All required field must be filled out." But all of the required fields ARE filled out. Has anyone had this problem? Please let me know if there is a solution. We cannot move forward if we cant access all of the stages we build.