Ottobre 27, 2020

CRM 2013 – Business Process Flow

I business process flow in Microsoft CRM 2013 sono un potente strumento alternativo ai workflow che permette di gestire i vari step di un processo di business.

Esistono dei business process flow già presenti in CRM e che rappresentato i processi di business più utilizzati in azienda:

  • lo sviluppo commerciale: lead e opportunities
  • il service management: case

Questi tre processi possono essere comunque personalizzati consentendo una  customizzazione secondo le esigenze del proprio business:

Business-Process-Flow-Dynamics-CRM-2013-1024x217

Ogni processo è composto da una serie di step che includono le classiche entità CRM (si possono includere fino ad un massimo di 5 entità CRM, nella versione 2015 questo numero dovrebbe aumentare) , il processo deve essere concluso con uno step conclusivo.

Gli step possono essere raggruppati in stage, che fungeranno da separatori logici del processo, non solo in termini concettuali, ma anche in termini visuali in quanto ogni stage sarà raggruppato in un ben definito TAB.

Business-Process-Flow-Dynamics-CRM-2013-2

Oltre ai business process flow out of the box è comunque possibile creare dei business process flow ex-novo, non solo per entità standard CRM, ma anche per entità create da noi, per rendere però possibile questa operazione è fondamentale “abilitare” le nostre entità alla gestione dei business process flow.

 

About The Author

Founder & CEO of Logol AG www.logol.com Microsoft MVP Business Solutions Active member of Scrum Alliance with the certifications CSM and CSP I got Microsoft MCP, MCPD, MCTS certifications as well.Logol, pioneering specialist in the field of cloud-enabled digital transformation, is the first operator specifically created to implement modular programs designed to unleash breakthrough innovation and rationalize business processes. Founded and directed by an award-winning expert tapping directly into the vision of leading IT companies and spearheading forward-thinking digitalization projects, Logol addresses the needs of enterprises in all sectors as they embrace new technologies and organizational change in the era big data and artificial intelligence. Logol helps organizations leverage the power of the most advanced cloud technologies, offering end-to-end consultancy for total digital transformation and business process automation, employing agile methodologies and change management techniques for smooth transitions towards new business paradigms. Digital transformation programs are a milestone in a company’s business evolution and can be the basis of their success. Accompanying clients as they transform their business processes, Logol assists them in rethinking not only the scope of their technologies, but also the strategy, mindset and company culture that make digital transformation viable and effective. As digital transformation programs are successful only if approached with the highest professional competence, Logol selects and employs brilliant professionals who demonstrate outstanding technical expertise in the most advanced information technologies, in depth strategic knowledge of business processes and innovation, and refined soft skills to better support people and organizations facing change. Logol is headquartered in Switzerland and addresses the needs of both public and private sector players by promoting a comprehensive and proactive approach to digital transformation as a necessary step for inclusion and competitiveness in today’s digital economy.

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