Branching Sales Process Flows in Microsoft Dynamics CRM 2015

Microsoft Dynamics CRM 2013 introduced us to the idea of Business Process and Process Flows but Microsoft Dynamics CRM 2015 takes this one step further by adding branching logic to the mix. Now it is possible to guide users through a particular process and enforce business rules across all devices.

Branching logic within entities can be implemented from a WYSIWYG editor and the branching logic is implemented in real time based on rules defined in the Process definition. An example of this type of process would be for selling services and products. A single process flow can be defined which, after a certain stage will split via conditional logic into other branches.

Set Up

Imagine we would like to create a branching process based on a value of timeline for an opportunity coupled with the value.

Processes are defined in almost exactly the same way as workflows which are familiar with. We start by defining a new definition.

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Once the definition editor is open, we can start to build the structure of the process.

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By clicking the ‘Add Branch’ icon, we can defined a field value that will trigger the branch process to happen.

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Notice that the Value field can have OOP values or custom values, as shown by the first one in the list. This makes the process entirely flexible and complex logic can be created.

You can have as many clauses as you want with varying levels of complexity. You can use AND/OR clauses too as well as combinations but any fields in the conditional branch must be reflected in the parent stage. For instance, you cannot actually select Budget Amount as a field unless that same field is included in the Qualification stage Steps.

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When the ‘Insert Stage’ icon is selected, the user can add a branched stage with additional steps, some or all of which may be required.

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By continuing to add branches, stages and clauses, a complex business process can be built up.

Once you have your conditional branching logic, you can apply it to the opportunity and see it immediately available.

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Processes can also be swapped using the ‘Switch Process’ menu option in the top navigation.

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The inclusion of branchable logic in business process flows has definitely opened the field for flexible customisations and even better, these same process flows can also be controlled programmatically. Custom logic can collapse the control bar, skip stages and change the process being used based on more complex scenarios.

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