Customizing the Business Process flow work flow in Ms CRM 2015

Summary : Business Process Flows in Dynamics CRM 2015

Business Process Flows (BPFs) Business process flows (BPFs) are a new enhancement to Dynamics CRM 2013, and they bring the power of guided business rules to the application.Unlike workflow processes (which still exist), BPFs are designed to work with users and guide them through a variety of business processes. BPFs were originally introduced in the Polaris update, but they have been refined in Dynamics CRM 2013, allow the organization to manage the specific process that a user needs to complete.
  Key benefits of BPFs include the following 1.   BPFs allow organizations to define the specific steps that need to be taken for something to happen. BPFs allow organizations to track where in the process the record is.
2.   BPFs allow for “stage-gating,” which requires data to be entered before proceeding to the next step. BPFs are visually represented on the record.
3.   BPFs can be controlled through portable business logic (PBLs) 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 change as well.
4.  BPFs allow for multiple entities in the BPF (up to five).
5.   There can be 10 active BPFs per entity.
6.   Users with appropriate security permissions can edit the BPF in real time to incorporate new rules.
7.   Users can switch BPFs midstream to new BPFs if the situation changes. A common example of this is when an inbound call creates a case with a Case to RMA (Return Merchandise
8.  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 (Knowledge Base).
 Limitations of BPFs include the following: 1.  An entity once selected during design of the BPF cannot be referenced again (except to close the record), and no more than five 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 BPFs per entity can be active. (You can have more, but only 10 can be active.)
3.   There is a maximum of 30 states per BPF.
 Microsoft Dynamics CRM 2013 comes with at least three BPFs, but they are designed to be illustrative and allow for an understanding of how BPFs work (although in our experience we have found them to be practical).The 3 BPFs are as follows:1.   Lead to Opportunity Sales Process
2.   Opportunity Sales Process
3.   Phone to Case Process

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