Map connections across entities in a business process flow RRS feed

  • Question

  • 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.


    • Edited by dorn146352 Thursday, December 12, 2013 12:09 AM
    Thursday, December 12, 2013 12:01 AM