2022

Page tree
Skip to end of metadata
Go to start of metadata

Enabling Entities for Business Process Flows(MSCRM)

Before we can create business processes on an entity it needs to be enabled for business process flows. We do this by amending the properties of an entity. (As shown  in the below image.)

Each business process flow will have a primary entity. If an entity is to be used within a business process flow as a primary or “secondary” entity it must be enabled for business process flows.

Note:

Once set we can NOT turn off business process flows. But having said that, just because an entity is enabled for business process flows doesn’t mean we have to use them with it!

When we enable an entity for business process flows some fields get automatically created on the entity. Including Process Session and Process Stage. These are links to the current process and the stage within it.

 

  • No labels