One of the most important upgrades that Microsoft has added to Dynamics CRM since CRM 2011 is business process flows – or the ability to visually see and follow business processes.
Relationship processes – such as sales, marketing and customer service – are unique. Like other business processes, they must be rigid so that they can be repeated, improved, measured and scaled. Unlike other processes, they must also be flexible so that they can address the human element.
The simple way to remember this: customer-facing processes should be like a wheel: rigid at the cord and flexible at the edges. And they should have RIMS (repeatable, improvable, measurable and scalable).
Here is a 3 minute video to provide a very brief overview of the power of business process flows in Microsoft Dynamics CRM.
If you’re still on CRM 2011 or earlier, you should consider upgrading so your team can benefit from business process flows. If you’ve already upgraded and you’re not using business process flows, you should take the time to upgrade your processes.
How is your team applying business process flows?
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.