student student - 1 month ago 10
ASP.NET (C#) Question

Update Business Process Flow specific details in Dynamics CRM project

In the Dynamics CRM 365, we've customized the Business Process Flow specific to the needs:

Business process flow

As shown in the screenshot, the Source stage is nesting 2 fields:


Subject

Description


We wanted to customize these.


  • Maybe by adding fields?

  • Specifically we wish to add SubGrids.



From where we can update these Stage specific details?

Answer

Stages cannot contain Subgrids, you can put fields (making them mandatory or not according to your needs).

Business Process Flows being Processes, they can be edited either from SETTINGS -> PROCESSES or through solutions (which have a 'Processes' element).

Finally, as always when it comes to customizing, docs are on MSDN