Business Process Flows

Business Process Flows (BPFs) are available in CRM for tablets just like in the web application. There are two components on the form:

Image The stage chart (shown in the upper right)

Image The stage requirements (shown in Figure 17.23 directly below the stage chart)

Image

FIGURE 17.23 BPF on an Opportunity entity form.

Note

If a BPF spans multiple entities and if any of those entities are not available in CRM for tablets, you cannot go to ...

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