Microsoft Dynamics CRM

CRM 2013: How to remove Business Process Flow

This is a good work-around to remove business process flows if you do not want them

Microsoft Dynamics 365 CRM Online Blog

Microsoft Dynamics CRM 2013 comes out of the box with three system created Business Process Flows, one for Case, Lead and Opportunity. They are activated and ready for use.

image

All existing CRM Cases, Leads, and Opportunities are defaulted to these new CRM 2013 Business Process Flows. Here is an example for a Lead:

image

I very much like Business Process Flow – however there are some CRM projects that just don’t need them yet and would be better off – have them disabled. So what is the best option to turn them off?

Here is a good approach:

Make a copy of the existing Business Process Flows. CRM Client > Settings > Processes > open the Business Process Flow (i.e. “Lead to Opportunity Sales Process”) > click on the “Save As” button to make a copy of it for re-use in the future.

image

Now you can “Deactivate” the Business Process…

View original post 46 more words

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s