Understanding BPF Stages And Data Steps In Dynamics CRM

Introduction

Defining and enforcing consistent business processes helps people using the system to focus on their work rather than performing a series of  manual steps. If we need staff in any organization to follow the same steps  with customers, then Business Process Flow will be used. In this article, we are going to see a business scenario to provide a discount for a customer who got the vaccine.

Step 1

Login to the required environment and go to flows and select Business process flows as shown below figure.

Step 2

After Step1, click on New and then provide Flow name as Vaccination and choose a table as Contact and click on Create as shown in the below figure.

Step 3

After Step 2, observe Process Name as Vaccination and Primary entity as Contact and owner Field with created user and Category as Business Process Flow, Name as new_vaccination and provide Description as Vaccination process as shown in the below figure.

Step 4

After step 3, we are going to use Stage to capture vaccination status from users so that Vaccination Completed status can be captured. So, select the default stage and provide and Category as Propose[more default categories are there Qualify, Develop, Propose, Close, Identify, Research, Resolve, Approval] and click on Apply as shown in the below figure.

Step 5

After step 4, in BPF Designer select the above-created Stage and add Data Step and name it as Vaccination Completed and Select Data Field Vaccination Completed and click on Apply as shown in the below figure.

Step 6

After step 5, click on created Step and then click on Add + button and then select Add Stage under Flow as shown in the below figure.

Step 7

After step 6, now visually one can provide discounts manually through BPF. S0, for this, provide Stage Display Name as Provide Discount and Category as Approval and Entity as Contact and click on Apply as shown in the below figure.

Step 8

After step 7, take a Data step and name it as Discount and Discount field as Data Field and Sequence as 1 and click on Apply as shown in the below figure.

Step 9

After step 8, click on validate and then activate the process as shown in the below figure.

Step 10

After step 9, open the existing contact record and you don’t see BPF Enabled for that record so click on the Process button from Ribbon and then Switch Process, and then select the above-created flow as shown in the below figure.

Step 11

After Step 10, Vaccination Business Process Flow will be activated on the contact record and click on Vaccinated stage and select Data Step Vaccination Completed as yes, and click on Next Stage > and observe that Vaccination Completed field gets populated with yes and moves to next as shown in the below figure.

Step 12

After step 11, in Provide Discount stage select Discount Field and provide value as 50 and click on Finish. Post that one can see values Discount and Vaccination Completed were filled as shown in the below figure.

Step 13

After Step 12, BPF Stage last stage will be shown as Completed and Finished as Status will be observed as shown in the below figure.

Note

1. Make sure every stage and data step is discussed before implementation.
2. Validate, Save and Activate BPF without fail.
3. Post Creation enables a process that is newly created through the Contact Record ribbon workbench.

Conclusion

In this way, one can easily establish a consistent business process with the help of stages and steps in Business Process Flow in Dynamics CRM.