Category Archives: Business Process Flow

Business Process Flow Does NOT Appear on Some Existing Records


Encountered an existing CRM Account record that does NOT display a Specific Business Process Flow (BPF) after selecting the BPF via the Switch Process in either Unified Interface or legacy web client. Checked the below items but issue still presists … Continue reading

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Maximum Number of Active Business Process Flows


I had encountered the following error message during client testing today: Too many active business process flows The Microsoft Dynamics 365 CRM default value for the maximum number of activated business process flows is 10 per entity as referenced in … Continue reading

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How to Automatically Next Stage on Business Process Flow


Microsoft Dynamics CRM 2015 and CRM Online supports “Next Stage” action on the CRM Form’s current selected Business Process Flow (BPF) via JavaScript: Write scripts for business process flows Using JavaScript saves the Microsoft CRM users time from manually clicking … Continue reading

Posted in Business Process Flow, CRM 2015, CRM On Premise, CRM Online, JavaScript, Microsoft Dynamics CRM, MS CRM, San Francisco, Software Development Kit (SDK) | Tagged , , | 1 Comment

CRM 2013: How to remove Business Process Flow


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. All existing CRM Cases, Leads, and Opportunities are defaulted to these … Continue reading

Posted in Business Process Flow, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged | 9 Comments