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Process Enablement with Microsoft Dynamics CRM 2013

Author: Hayley Bass and Roger Gilchrist

Published: January 2013

Summary

The introduction of Business Process Flows offers a significant new capability and way of working within Dynamics CRM 2013 and Microsoft Dynamics CRM Online. This paper describes:

  • The purpose of Business Process Flows and the business context in which to consider using them

  • How Business Process Flows work and the characteristics that you should be aware of when designing a solution using them

Applies To

  • Microsoft Dynamics CRM 2013

Introduction

With the launch of Microsoft Dynamics CRM 2013 the process flow has been enhanced and evolved to enable you to map your business processes easily and effectively. Here are few highlights of the new capabilities:

  • Available for both the CRM Online and on-premises products

  • Ability to package the process flow as a Solution and Import/Export into another Microsoft Dynamics CRM instance

  • Ability to create and define a process flow which extends beyond just one single entity and includes the ability to add in custom entities

  • Ability to define and release process flows to certain business roles as defined by the administrator

There are many more aspects described in this whitepaper along

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