If You Have a Multi-Step Process and Want All Users to Follow the Same Order Without Forgetting or Making Mistakes, the Answer Is a Business Process Flow (BPF) in Dynamics 365 CRM.
Simply put, a BPF is a “roadmap” that guides the user step by step until the work is done correctly. A sales example: Lead ➡️ Qualify ➡️ Develop ➡️ Propose ➡️ Close Each stage has required data that must be…