CRM Quick Start Business Process Flow Engineering
This package is designed to assist your organization with the design of a business process flow for use in your instance of Microsoft Dynamics CRM. The engagement starts with a 1-hour interview with a Business Process Specialist, and includes one Process Flow for up to two related entities with up to 5 fields per stage and up to 5 stages. Custom attributes that are required for the business process flow to operate properly are not included, but the data type and field names are part of the design, which is delivered. The Success Portal can be used to learn to make the simple configurations, or other packages can be combined to custom attributes, if they are necessary. Additionally, the design may also include ideas for workflows if they are appropriate to the business need.