Business process flow

Concept

A business process flow is the process bar shown across a Dynamics 365 record that guides users through defined stages, such as qualify, develop, propose and close for sales opportunities.

Title graphic: Business process flow (Concept)

Type	Concept

Key points about Business process flow

A Business Process Flow guides opportunities through four stages: Qualify, Develop, Propose and Close. · Dynamics 365 Opportunity Management - Simply…

Episodes about Business process flow

Build Membership Management on Dynamics 365 and Dataverse

2025-12-10 · Video on YouTube

What if Dynamics 365 Sales was your membership engine, not just a sales CRM? In this episode, we show how to repurpose Dynamics 365 Sales and Dataverse to run memberships, committees, and partner programs without custom software. Instead of leads and…

Dynamics 365 Opportunity Management - Simply Explained

2026-08-19 · Video on YouTube

Many sales teams track deals in scattered notes and spreadsheets, so nobody knows what will really close. This episode walks sellers and sales managers through opportunity management in Dynamics 365 Sales, from lead qualification through the four pipeline…

Timeline of episodes about Business process flow

Articles about Business process flow (1)

Dynamics 365 Business Process Flows: Mastering the 4 Sales Stages
2026-08-19 · Mirko Peters
Learn how to master Dynamics 365 Business Process Flows across the Qualify, Develop, Propose, and Close stages to keep your sales pipeline honest and accurate.

Glossary

Community wiki

Short info above, community knowledge below: add practical tips, examples or corrections. New contributions are reviewed first; trusted members publish directly.

Experts and companies for this topic

Nobody has listed this topic yet. Add it to your profile.

Sources

Feed for this topic (RSS): entity/business-process-flow/feed.xml
M365.FM episodes on this topic: 2
Articles on this topic: 1

Maintained by Mirko Peters (Microsoft MVP) · Last updated: 2026-11-03