CRM Crate

Automatically expand / collapse a BPF in Dynamics 365

We will learn & understand to automatically expand / collapse a BPF in Dynamics 365. Before we start, make sure to subscribe to CRM Crate so that you can stay up to date in field of Dynamics 365. Why do we need to dynamically collapse and expand a BPF in Dynamics 365? Business process flows …

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How to create a Business Process Flow in CRM?

Business Process Flow is also called as BPF or chevron. We will learn how to create a business process flow in Microsoft Dynamics 365. BPF in Dynamics 365 is a tool which provides the visual presentations of organization’s processes. Click here to understand what is business process flow in detail. Creating Business Process Flow Open …

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What is Business Process Flow in CRM Dynamics 365?

We will learn what is Business Process Flow in Microsoft CRM Dynamics 365. With Business Process Flow you can ensure that people enter consistent valid data and follow the same protocols and steps every time they engage with a customer. For example, you might want to create a business process flow to have everyone handle …

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