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Add ready-to-use business processes in Dynamics 365 CE for common scenarios

Dynamics 365 CE has several ready-to-use business processes for common sales, service, and marketing scenarios – to help you ensure that staff follow consistent steps every time they work with customers.

Before you can use these processes, you need to add them to the system.

The following table shows a list of ready-to-use business processes and what they help you do.

NamePurposePhone sales campaignCall prospects, create and qualify leads, develop opportunities, and then close deals.Email sales campaignEmail prospects, create and qualify leads, develop opportunities, and then close deals.Multichannel sales campaignContact prospects by phone and email, create and qualify leads, and then close deals.Marketing list builderCreate targeted marketing lists for accounts, contacts, or leads, add prospects, and gain manager approval.Service appointment schedulingSchedule service appointments, set up reminders, and make sure service activities are completed.Service case upsellUpsell additional products or services while resolving a customer’s service request.Guided service caseMake sure that data is entered consistently for service cases, and that required activities are completed to resolve a case.Opportunity to invoice (Business-to-Business)Follow a standard process for assessing needs, negotiating outcomes, fulfilling orders, and closing opportunities when selling to other businesses.Contact to orderTarget sales by using a consistent method to interact with customers.Upsell after service interactionTurn a good service experience into an opportunity to upsell more products and services to the customer.In store excellenceSuggest orders for store owners and field personnel and gain acceptance from store managers for those orders.

How to add ready-to-use business processes?

Make sure that you have System Administrator, or System Customizer security role.

Go to Settings > Data Management.

Select Add Ready-to-Use Business Processes.

Choose Add.

I hope this blog post helps you. If you are interested to know more on this topic then, I encourage you to check out my blog on this.

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