O'Reilly logo

Mastering Microsoft Dynamics CRM 2016 by Deepesh Somani

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Scenario 3

Michael continues to utilize all of the great features of Microsoft Dynamics CRM 2016. Another feature that Michael has utilized is Business Process Flow. He has created two kinds of business processes for lead qualification depending on the budget of the lead, as shown in the following screenshot:

However, every time a lead is created based on the estimated budget, Michael has to manually verify the budget and assign it to the right business process in case the sales representative has made any mistake in assigning the right business process during record creation. Michael wishes to automate the selection of business process flows ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required