Module 2: Manage leads and opportunities with Dynamics 365

Instructor Demo – Customize the sales process

Scenario

World Wide Importers (WWI) is looking to formalize their sales process to increase revenue and the give leadership stronger forecasting abilities. You are a functional consultant configuring Dynamics 365 for Sales for World Wide Importers. In this lab, you will create a business process flow to guide the sales process experience for users.

Exercise 1 – Customize Business Process Flow

Task 1 – Create Business Process Flow

In this task, you will create a new Business Process Flow from the Opportunity Sales Process and then test the new BPF.

Navigate to https://make.powerapps.com.
Ensure that you are in the Contoso environment.
- This demo will make configuration changes to the Dynamics 365 organization. Please ensure that this demo is only completed by an MCT.
Select Solutions and click on the Default Solution.
Locate the Search box in the top left corner of the page and click on the All drop-down.
Select Process.
Type Opportunity in the search box.
Locate and open the Opportunity Sales Process.
Click Deactivate.
Confirm deactivation.
Click Save As.
A new browser window will open the copied Business Process Flow and the new process will be named Opportunity Sales Process (Copy). Click on the Show Details button located next to the name.
Change the Process Name to Opportunity Sales Process V2.
Click Save.
Drag Condition from the Components tab and place it between the Qualify and Develop stages.
Select the Condition, go to the Properties tab, and enter Check Budget for Display Name.
Go to Rule 1 and select Budget Amount for Field.
Select Is Greater than or Equals to for Operator.
Select Value for Type.
Enter 1000000 for Value and click Apply.
Click Save.
A new stage will be added to Business Process flow.
Select the new stage and select the Properties tab.
Enter Thank You for Display Name and click Apply.
Click the Details button of the Thank You stage.
Select the New Step inside the Thank You stage.
From the Components tab and select Send Thank You Note for Data Field.
Check the Required check box and click Apply.
Click Save.
Click Activate.
Confirm the activation.
Close the Business process Flow editor.
Close the Opportunity Sales Process window.
Click Done.

Task 2 – Add Business Process Flow

In this task, you will remove the old business process flow from your Sales Hub application and add the V2 business process flow.

Navigate https://web.powerapps.com/
Make sure you are NOT in Default environment.
Select Apps.
Select the Sales Hub application and click Edit.
The application designer will open. Select the Business Process Flow tile.
From the Components tab uncheck the Opportunity Sales Process checkbox and check the Opportunity Sales Process V2 checkbox.
Click Save.
Click Publish.
Close the application designer.

Task 3 – Test Business Process Flow

Navigate https://web.powerapps.com/
Make sure you are NOT in Default environment.
Select Apps.
Click to open the Sales Hub application.
Click Site Map and select Opportunities.
Click + New.
Enter Test Opportunity for Topic.
Select Jane Doe for Contact.
Enter 900000 for Budget Amount and click Save.
Click Process and select Switch Process.
Select the Opportunity Sales Process V2 process and click OK.
The Business Process Flow should have 4 stages, Qualify, Develop, Propose, and Close. The Thank You stage will not be part of the process if the Budget Amount is less than $1,000,000.
Change the Budget Amount to 1000000.
The Business Process Flow should have 5 stages, Qualify, Thank You, Develop, Propose, and Close.
Click on the Qualify Stage.
Click Next Stage.
The process should move to the Thank You stage. Click Next Stage.
The process should not move to the next stage until the Send Thank You step is marked complete.
Check the Mark Complete checkbox and click Next Stage.
The process should now move to the Develop stage.