Microsoft Dynamics CRM 2015: Using Branching Business Process Flows

By - November 4, 2016

During a recent online implementation of Microsoft Dynamics CRM 2015 I had a client who needed to have a different business process flow for one case type, but the rest of the case types would be applicable to the original business process flow. As an awesome feature of Dynamics CRM 2015 there is now a way to do this without having to manually switch it.

Now the reason why this feature is so great is because it allows you to have a change in the business process flow without having to physically do it. You just fill in the fields as normal and the process flow follows with it. So now is a good time to show how to do this.

In order to do this we will need to add business rules to the business process flow. This is how a normal business process flow turns into a branching business process flow. For this example we are going to use the case record to explain it.

In this scenario we are going to have the process flow change when it is for the case type ‘Problem.’

Below is an image of the process flow prior to it changing for the case type equals ‘Problem’:

CRM 2015 Using Branching Business Process Flows 1

Now it’s time to show how to alter the process flow to change when we have a case type of problem. To do so we need to go into the business process flow and add a ‘Branch.’ To do so under the stage you will need to hit Add Branch. When this happens a business rule box will appear as shown below:

CRM 2015 Using Branching Business Process Flows 2

We will set the rule to branch to the new field when case type equals Problem. Once saved hit Add Branch from the original stage again, this will give the else stage. Then after each clause insert your stages as shown below:

CRM 2015 Using Branching Business Process Flows 3

Once complete activate your business process flow, and test it is working on the record. See below for how it should look in this example:

CRM 2015 Using Branching Business Process Flows 4

As you can see it works so that when the case type equals ‘problem’ the business process flow switches to the different flow. That is how to use branching business process flows.

For additional information and help regarding Microsoft Dynamics CRM, please check out the rest of the blog. If you are looking for support or possible implementation of Microsoft Dynamics CRM you may contact our Dynamics CRM professionals by phone at 855.437.7202 or by email at crm@rsmus.com.

By: Natasha Sidhu for RSM

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