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Process Enablement with Microsoft Dynamics CRM 2013

Process Enablement with Microsoft Dynamics CRM 2013

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I am pleased to announce the release of the white paper, Process Enablement with Microsoft Dynamics CRM 2013, which is available for download from the Microsoft Download Center.

We live in a world of change and it seems that regardless of the industry or size of customer there is always a new dynamic on the horizon which alters the way an organization has to do business in the future. Whether it is a new regulation coming into effect within the financial services market or the launch of a new product or service within a technology firm the changes need to be quickly absorbed and then rolled out to the employees. 

The introduction of business process flows offers a significant new capability and way of working within Microsoft Dynamics CRM that directly addresses this need.

With Microsoft Dynamics CRM Online December 2012 Service Update, we released the concept of a process flow into lead, opportunity and case management. Rather than hide the process in a separate document the new visual design is to help provide insights and guidance to priority actions to close more Sales deals and cases without missing any important steps.

With the launch of Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Fall ’13, the process flow has been enhanced and evolved to enable you to map your business processes easily and effectively.

This paper will describe:

  • The purpose of business process flows and the business context in which to consider using them
  • Best practices to utilise business process flows
  • How business process flows work and the characteristics that you should be aware of when designing a solution using them.

The audience for this paper is therefore anyone looking to implement a solution utilising business process flows and wanting to understand more about the capability and how it can and is intended be used.

I’d especially like to recognize the efforts of Hayley Bass, Roger Gilchrist, Karan Srivastava and the CRM Product Team for contributing to and reviewing this paper to help ensure its completeness and technical accuracy.

Cheers,
Hayley Bass and Roger Gilchrist
Microsoft Dynamics CRM

 

  • Great White paper. Dynamics CRM has certainly taking a significant step towards improved process management. Process Flows provide control of managing the stages of entities, and we're already using them for several of our CRM activities in house (e.g. Opportunities).

    On the Dynamics CRM Blog, I've examined how complex workflows can be handled using the new 2013 process features, and how BPM integration can complement the functionality with additional complex process management that integrates with Dynamics CRM. community.dynamics.com/.../dynamics-crm-2013-new-process-features-where-does-bpm-come-in.aspx

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