Map connections across entities in a business process flow

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  I'm using CRM 2013 on prem, I have a business process flow connecting two custom entities.  On each entity I'm displaying connections in a sub grid.  When I move through the process flow I want the connections from the first entity to map to the second entity.  This functionality already exists when you qualify the system lead entity and generate a system opportunity.  Is this easily configurable for custom entities?  Is the "next step" button action configurable?  Also, is the qualify button for leads just a link to an on-demand workflow?

  Same goes for notes and activities, I would like them to carry over as well.

  Thanks!

  
  

  • Edited by dorn146352 Thursday, December 12, 2013 12:09 AM

  Thursday, December 12, 2013 12:01 AM