Business Procecesses can make you more effective. If you adopt eg a solution selling process you’ll must likely see higher win rates compared to not having a process.
In the the December 2012 Update we introduced business processes for a couple of entities in CRM Online – one process for the lead entity and one for the case entity. In the upcoming CRM 2013 release (expected around October 2013) you’ll be able to work with multiple processes per entity (even custom entities) and processes can span entities.
Pick Your Process
Each entity can have multiple processes. Role specific process assignment sets the default process. You can then switch to another process if better suited.
If given the priveleges you can enjoy a simplified point and click process designer to model your complex business processes and enable security roles for the processes. The processes you build can be easy packaged, exported and imported between systems.
Stay tuned for more 🙂
“Microsoft Dynamics CRM 2013” is a pre-release product under development. The information in this blog post represents my personal understanding and expectations as of the date of this blog post. All pre-release product release dates and features specified are preliminary based on current expectations, and are subject to change without notice.