Create a new business process
Microsoft Dynamics CRM Online
Microsoft Dynamics CRM 2013
CRM for web browsers
CRM for Outlook
You can help ensure that people enter data consistently and follow the same steps every time they work with a customer by creating a business process. For example, you might want to create a business process to have everyone handle customer service requests the same way, or to require people to gain approval for an invoice before submitting an order.
The system comes with several ready-to-use business processes for common business scenarios. All you have to do is add them to the system. More information: Add ready-to-use business processes
Or, you can create your own business process if you need to cover a scenario that is unique to your organization.
When a business process is activated for a record type, people are prompted to enter required data and follow required steps to move a record through the process successfully.
Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.More information: Permissions required for customization tasks
Check your security role
Follow the steps for the app you're using.
If using the CRM web application
If using CRM for Outlook
On the Actions toolbar, click or tap New.
Complete the required fields.
For the Category, select Business Process Flow from the drop-down list.
For the Entity, select the type of record from the drop-down list.
Select New blank process.
Click or tap OK.
Type a description for the process. You can use up to 2000 characters.
If people will progress from one type of record to another in order, click or tap , and then select the next type of record in the process. Select more types of records to use in the process, if desired.
Type a name for the stage in the process.
If desired, select a category for the stage, either Qualify, Develop, Propose, Close, Identify, Research, or Resolve.
Type a name for the first step in the stage. To add more steps, click or tap , and then type a name.
If you want people to enter data to complete a step, select the field from the drop-down list. Select Required if people must fill in the field to complete the step and move to the next stage of the process.
If desired, click or tap to add another stage. Repeat steps 9 through 12 until you have added all the stages and steps to the process.
To save the process as a draft, click or tap Save at the top of the screen. (As long as a process is a draft, people won't be able to use it.) To activate it so that people can use it, click or tap Activate.
If not, what information do you need? (optional)