Scenario 3

Michael continues to utilize all of the great features of Microsoft Dynamics CRM 2016. Another feature that Michael has utilized is Business Process Flow. He has created two kinds of business processes for lead qualification depending on the budget of the lead, as shown in the following screenshot:

However, every time a lead is created based on the estimated budget, Michael has to manually verify the budget and assign it to the right business process in case the sales representative has made any mistake in assigning the right business process during record creation. Michael wishes to automate the selection of business process flows when a lead is saved the first time, depending on the following factors:

• If the estimated budget of the lead is above 1 million, then the lead has to be assigned to high budget
• If the estimated budget of the lead is below 1 million, then lead has to be assigned to low budget

The following steps illustrate how Michael can easily change the out-of-box workflows he created in Scenario 1 to achieve this requirement:

1. Navigate to Settings | Process and click New Process. Fill the details as shown in the following screenshot and click OK:

2. On the Create Workflow window, set Scope to Organization and select the checkbox for Record is created:

3. Next, scroll down to the Create Workflow window, click Add Step, and select the Check condition. Put the comments and click Condition link:

4. Put the condition for lead budget amount greater than 1 million and click Save and Close:

5. Select the step under the condition, click Add Step, and pick Perform Action:

6. Choose the SetProcess option as Action and click on Set Properties:

7. On the Properties window, set NewProcess to High Budget Business Process and Target to Lead Record. Press Save and Close:

8. Keep the entire condition selected on the workflow editor window and select the Conditional Branch option on Add Step:

9. Click the Otherwise Condition, and fill the condition as follows. Click Save and Close:

10. On the next step for the otherwise condition, select Add Step as Perform Action and then select SetProcess:

11. Next, select Set Properties. On the Properties window, set NewProcess to Low Budget Business Process and Target to Lead Record. Press Save and Close:

12. Click Save on the workflow and Activate the workflow:

Go and explore the workflow in action for yourself. It will set the business process flow automatically. Michael is pleased to see this and, now, he doesn't need to worry about whether the correct business process flow is being set, since the system will automatically take care of it.