Steps to create Businees Flows In Microsoft Crm

Steps to create Businees Flows In Microsoft Crm 

1)Go to setting in click on Process

2)Click new 

3)Complete the Required Fields

4)For the Category, select Business Process Flow from the drop-down list.

5)For the Entity, select the type of record from the drop-down list.

6)Select New blank process.

7)Choose OK.

8)On click of ok new Window will be open 

9)Give Stage Name & select the value 

10)If you want people to enter data to complete a step, select the field from the drop-down list. Select Required if people must fill in the field to complete the step and move to the next stage of the process.

11)If people will progress from one type of record to another in order, choose the Plus/Minus button Add record type button, and then select the next type of record in the process. Select more types of records to use in the process, if desired.

12)Type a name for the stage in the process.

13)If desired, select a category for the stage, either Qualify, Develop, Propose, Close, Identify, Research, or Resolve.

14)Save And activate Process and publish all Customization.