Introduction: To define and enforce consistent business processes help people using the system can focus on their work and not to perform a set of manual steps. If we need staff in any organization to follow same steps and stages to follow with customers, then Business Process Flow will be used. In this article we …

Continue reading Back to Basics # 25: Understand BPF Stages and Data Steps in Dynamics CRM

Introduction  For a selected project record in Project Service Automation, if the customer needs to find the details of the time spent in a stage during the stage process of BPF, we can achieve this with the help of an Out-of-Box Workflow and a custom entity, roll up fields and calculated fields.  Implementation  To implement …

Continue reading BPF Stages Tracking Time