CRM 2013 BPF
Business process Flows are a new enhancement to dynamics CRM
2013, and they bring the power of guided business rules to the application.
Unlike workflow processes, BPFs are designed to work with
users and guide them through a variety of business processes.
Key Benefits CRM 2013
BPF
1.
BPF allow organization to define the specific steps
that need to be taken for something to happen. BPF allow org. to track where in
the process the record is.
2.
BPF allow for “stage-gating”, which requires
data to be entered before proceedings to the next step. BPF are visually
represented on the record.
3.
BPF can be controlled through portable business
logic and workflow. An example of this is when a field is hidden via a PBL or a
value is populated via a workflow, the BPF incorporates this changes as well.
4.
BPF allow for multiple entities in the BPF(up to
five)
5.
There can be 10 active BPF per entity
6.
Users with appropriate security permissions can
edit the BPF in the real time to incorporate new rules.
7.
Users can switch BPF midstream to new BPF if the
situation changes. A common example of this is when an inbound call creates a
case with a Case to RMA (Return Merchandise Authorization) process, but it
turns out the user just has a question; in this case, the user might change the
BPF to Case to KB.
Limitations of BPF
1.
An entity once selected during design of the BPF
cannot be reference again (except to close the record), and no more than 5
entities can be referenced.
2.
If a user’s security permission does not allow
using a BPF, the BPF will be visible but a maximum of 10 BPF per entity can be
active. (You can have more, but only 10 can be active.)
3.
There is a maximum of 30 stages per BPF
Microsoft Dynamics CRM 2013 comes with at least three BPF
but they are designed to be illustrative and allow for an understanding of how
BPF work (althrough in our experience we have found them to be practical).
The 3 BPF are as follows:
1.
Led to opportunity sales process
2.
Opportunity sales process
3.
Phone to Case process
Ready to use BPF
Microsoft has included a package of 12 other BPF in the
system, but they need to be deployed.
To deploy them, navigate to setting, Data Management and
Select Add Ready-to-Use Business Processes.
Enable an entity for
BPF
You can enable the BPF features for an entity by allowing
this on the form customization. To do so go to Customization>Customize the
system and then select an entity for which you want to enable business process.
Once it is enable, you cannot reverse it. It create two new fileds
for the entity named processeId(process) and staged(process stage).
ProcessID is used to hold the ID of the process associated
with the current record, and similarly holds the ID of the current stage of the
record in the process
Business Rule in CRM 2015
one of the new exciting features for Microsoft Dynamics CRM 2013 is portable business logic, also known as business rules.
one of the new exciting features for Microsoft Dynamics CRM 2013 is portable business logic, also known as business rules.
In the past, to customize a form and display an error
message or show and hide a field, you had to learn and implement some JavaScript
to make work. With PBL, you can do it with any javascript.
The following action are available with PBL:(Action to
1. Show error message.
2. Set field value.
3. Set business required.
4. Set visibility.
5. Lack or Unlock field.
1. Show error message.
2. Set field value.
3. Set business required.
4. Set visibility.
5. Lack or Unlock field.
CRM 2015
Improvements:
1. Support for enriched business logic including if/else.
2. Combining expressions usings and / or conditional rules.
3. Using Rule to set default field values
4. Synchronous server side Business Rule logic execution.
5. Visual editing.
Server Side Business Logic Execution.
1. Support for enriched business logic including if/else.
2. Combining expressions usings and / or conditional rules.
3. Using Rule to set default field values
4. Synchronous server side Business Rule logic execution.
5. Visual editing.
Server Side Business Logic Execution.
Another improvement to dynamics CRM Business Rules is server
side execution that enables a synchronous workflow to be executed.
As well as being a real time operation this offers greater
control by defining the scope that will be set to the entity.
This also ensure your rule will fire no matter how CRM
records are updated, even if fields are automatically updated via integrated
solutions.
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