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!