Overview of Business Process Flow

Business Process Flow provides insights into the customer's business stages and also allows for managing fields to be captured in each. It also helps to restrict movements in different stages, based on the required fields to be captured. The end-user finds it more convenient because it is simple to use and provides a visual understanding of the business by means of the Business Process Flows.

Business Process Flow is a guided process for Dynamics 365-end users. It helps to guide end users of CRMs.

It is easy to visualize and appears as a visual element of the entity form. It is a composition of different instruction stages, which helps end users to follow a business flow in the system, without the need for detailed training.

There are two basic components in Business Process Flow from the end-users perspective:

• The first component is a Stage, which includes specific instructions, given to users to follow the process
• The second component is a Step, which represents fields that should be completed by the end user at a particular stage

A Stage can comprise multiple steps.

Dynamics 365 Business Process Flow makes sure that end users enter data consistently and follow the same steps each time they work with a specific entity or set of entities.

Business Process Flow helps end users to complete their work in a standard way, by following a step-by-step process, completing the fields to be filled at each business stage. In short, Business Process Flows act as a basic guide for the end user with specific flow to capture fields.

You can add common sales and service methodology-related business stages to be mapped via Business Process Flow.