Opportunity Business Process Flow and Group Configuration Guide

Overview

The Opportunity Business Process Flow (BPF) defines a structured sequence of Stages that guide users through the opportunity lifecycle, ensuring consistency, compliance, and visibility across the process.

Group configuration determines how the Opportunity BPF is applied to different user groups, allowing organizations to tailor workflows based on business requirements while maintaining a common process framework. Together, these configurations ensure that users follow the correct steps, complete required information at each stage, and progress through opportunities in a controlled and predictable manner.

Use this guide when setting up a new Opportunity BPF, modifying an existing Business Process Flow, or configuring groups to align opportunity processes with organizational or regulatory requirements.

Audience

• Microsoft Dynamics Administrators

• IT Support

Prerequisites

• Ensure that TechnoMile Growth Suite is already installed and configured. The version of this package must be 2026.1 or higher.

Creating a New BPF

A Business Process Flow (BPF) guides users through a defined sequence of Stages to ensure that business processes are followed consistently. Creating a new BPF allows administrators to model an end-to-end process, define required steps, and control how users progress through each stage.

Use this procedure when you need to introduce a new workflow, align processes with business or compliance requirements, or standardize user actions across records.

1. Log in to your Microsoft Dynamics instance.

2. Open App Launcher, and then select Power Apps.

   Alternatively, open make.powerapps.com in a new browser tab.
   

3. Click Solution, and then select Technomile_Growth_Suite_Sales_App_Capture.
   

4. In the search box, type Processes, and then select Processes.
   

5. Click New > Automation > Process > Business process flow.
   

6. On the Business Process Flow page:

• Enter the Display name

• Select the required Table
  

7. Click Create.

   The standard BPF designer page appears.
   

Adding Data Steps to a Stage

Data steps define the information that users must provide within a Business Process Flow stage. Adding Data Steps ensures that required fields are captured at the appropriate point in the process and that users complete critical information before progressing to the next stage.

1. Click the New Stage box.
   

2. Enter Interest in the Display Name field, and then click Apply.
   

3. Under the Stage box, click Data Step #1.
   

4. In the Data Step window, enter Step Name, select Data Field, set the Sequence, and click Apply.
   

   Note

   Select the Required checkbox to make the Data Step mandatory.

   The first Data Step is added to the Stage.
   

5. Click Save, and then click Validate.
   

Adding Additional Data Steps

Additional Data Steps are predefined fields that can be added to a Business Process Flow stage to capture required information beyond the default setup.

1. Click the Components tab.

2. Select Data Step, and then drag it to the + icon.
   

3. Click the newly added Data Step, and enter the required details.
   For a list of all the Data Steps for each stage, see Regular Group BPF: Stages and Data Steps.
   
   An additional data step is added to the stage.
   

4. (Optional) To add a data step using an alternate method:

• Click Add, and then select Add Data Step.
  

• Click the + icon.
  

5. Click Save and then click Validate.
   

Adding Additional Stages

Additional Stages are predefined Stages that can be added to a Business Process Flow to extend the workflow for specific business or compliance requirements.

1. Click the Components tab.

2. Select the Stage icon, and then drag and drop it onto the "+" icon.
   
   A new Stage is added to the BPF.
   

3. Click the newly added Stage, enter the Display Name, and then click Apply.
   

4. (Optional) To add a stage using an alternate method:

• Click Add and then click Add Stage.
  

• Click the + icon.
  

5. Click Save, and then click Validate.
   

6. After you add all required Stages and Data Steps, click Activate.
   

   Note

   You can add as many Stages as required using the above method.

Regular Group BPF: Stages and Data Steps

The following table lists the Stages and Data Steps for the Regular group Business Process Flow. Use this table as a reference when creating and configuring Stages and Data Steps for the Regular group.

Configuring a Group

Group configuration determines how the Opportunity Business Process Flow is applied to specific users or scenarios. By configuring a group, you define the applicable Business Process Flow, control process behavior, and ensure that users follow the correct workflow based on business requirements.

1. Go to Groups and then click New.
   

2. On the General tab, enter Regular in the Group Name field and then click Save.
   

3. Go to Process Configuration, and then click New Process Configuration.
   

4. Enter the Process Name, select the BPF created in Creating a New BPF in the Business Process field, and then click Save.
   
   The Process Configuration is added for the selected Business Process Flow.
   

Note

You cannot add multiple process configurations for a Group.

Additional Group Configurations

For more Group configuration options, refer to the following links:

• PWIN/PGO configuration: PWIN & PGO Configuration Guide

• Stage Review Questions: Strategic Selling Scorecards Configuration Guide

• Revenue Projections: Under development.