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 BPF, or configuring groups to align Opportunity processes with organizational or regulatory requirements.

Audience

• Microsoft Dynamics Administrators

• IT Support

Prerequisites

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

Create a New BPF

A 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 click Power Apps.

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

3. Go to Solutions and click Technomile_Growth_Suite_Sales_App_Capture.
   

4. In the search box, enter Process and click Processes.
   

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

6. On the New business process flow page:

• Enter a Display name

• Select a Table

• Click Create
  

  The standard BPF designer page opens.
  

Add Data Steps to a Stage

Data Steps define the information that users must provide within a BPF 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.

7. Click the New Stage box.
   

8. Enter Interest in the Display Name field and click Apply.
   

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

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

    Note:

    Select the Required checkbox to make a Data Step mandatory.

    The first Data Step is added to the Stage.
    

11. Click Save and then click Validate.
    

Add Additional Data Steps

Additional Data Steps are pre-defined fields that can be added to a BPF Stage to capture required information beyond the default set up.

1. Go to the Components tab.

2. Select Data Step and 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. Alternatively, you can add a Data Step using another method:

• Click Add and select Add Data Step.
  

• Click the + icon.
  

5. Click Save and then click Validate.
   

Add Additional Stages

Additional Stages are pre-defined Stages that can be added to a BPF to extend the workflow for specific business or compliance requirements.

1. Go to the Components tab.

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

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

4. Alternatively, you can add a Stage using another 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 BPF. Use this table as a reference when creating and configuring Stages and Data Steps for the Regular group.

Configure a Group

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

1. Go to Groups and click New.
   

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

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

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

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: PWIN & PGO Configuration Guide

• Stage Review Questions: Strategic Selling Scorecards Configuration Guide

• Revenue Projections: Revenue Projections Configuration Guide