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Add ready-to-use business processes in Dynamics 365 CE for common scenarios

Dynamics 365 CE has several ready-to-use business processes for common sales, service, and marketing scenarios – to help you ensure that staff follow consistent steps every time they work with customers.

Before you can use these processes, you need to add them to the system.

The following table shows a list of ready-to-use business processes and what they help you do.

How to add ready-to-use business processes?

Make sure that you have System Administrator, or System Customizer security role.

Go to Settings > Data Management.

Select Add Ready-to-Use Business Processes.

Choose Add.

I hope this blog post helps you. If you are interested to know more on this topic then, I encourage you to check out my blog on this.

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Hi, I'm Dharani

I am a Principal Consultant at Capgemini Australia, specializing in Microsoft Business Applications. With a passion for knowledge sharing and community engagement, I hold the esteemed title of MVP in Business Applications and am a Microsoft Learn Expert.

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