The following highlights how Business Process Flows are managed in Dynamics CRM. For ease of understanding, we will continue with the same school management scenario that we had explored in Chapter 5, Working with the XRM Framework.
The teacher of a class wishes to capture some key information for any person registering in the management system. If the person is registering as a student, the teacher would wish to capture their performance in the final year exams that they attended in their previous school. Otherwise, if they are registering as a parent, the teacher would like to capture their current professional details.
Let's see how we can design the process.
As discussed earlier, we are using Dynamics CRM's out-of-box Contact entity to represent students, parents, and teachers. Therefore, the process being discussed will need to be set up on the Contact entity:
Business Process Flow scenario 1
Let's look at how we can achieve the requirements:
- In the first stage...