Set Business Process default by User CRM 2013 RRS feed

  • Question

  • In our organization we have to implement different Business Process Flows for the different sales people on the Opportunity.  I have created the different Business Processes.  I am aware that I can switch the Business Processes on the form.

    My question then: is it possible to set a different default Business Process for different users?  For example: some sales people specialize mostly in quoting customers for training while other sell products.  Hence there is a different Business Process for Goods than for Services. 

    Christo Vermeulen

    Tuesday, July 29, 2014 7:34 AM