Branching in Business Process Flows in CRM 2015

CRM 2015 now provides rule based branching support for Business Process Flow.

In CRM 2013

In CRM 2015

Using Add branch we can add conditions (rules)

Rule can govern the next stage in the business process flow.

For. e.g.

Based on the value specified for Address 1: Country field we can change the next Stage dynamically in the Business Process Flow.

Here if Country specified is India or China we change the Stage to “Stage Asia” and specify the Address1: Street 2 field to be mandatory.

If not then next Stage is set to “Stage ROW”, which expects value for Address 1: Street 3.

Inside the form, the next Stage changes dynamically based on value specified for country field.

 

We can combine multiple if and else conditions, however each branch cannot be more than 5 level deep i.e. cannot add more than 5 conditions for a particular  branch.

Hope it helps..


Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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