Processes within CRM 2013

One question I always try to ask users is, “does anything feel redundant?”  If you ask a few people this question, you’ll sometimes find sticking points you never even thought of.  What’s great about this question is that CRM 2013 seems to always have a solution to the user’s frustration.  One solution I go back to again and again is the “Process” dialog.

Let’s look at a real-life example…

The Dreaded Weekly Work Plan

A client I’m working with has to build out a plan each week of the projects they are going to work on.  Each user typically has one or more projects taking place each week and each project typically last several months.  Additionally, at the start of each month users are typically expected to have five weeks of work planned out.

To management, this was important to understand who was freeing up as well as anticipated cash-flow of billable projects.  To the users, this was one of two TPS reports they had to deal with.  Both were frustrated since users were slow to get these entered and management always felt the numbers were unreliable.

In this case, the users were asked only minimal information:

A basic CRM form with minimal input fields.

A basic CRM form with minimal input fields.


Management felt it was only five fields and that should not be any issue.  Users promptly replied that five fields on an average of three projects a week for five weeks, was 75 fields.  Coupled with opening a new form, finding the project repeatedly, and having several clicks on the calendar, copying and pasting the description repeatedly, and everything else ended up being tedious and mundane.

The Solution

Like we showed above, in any normal system the user would have to go through and manually create a record for each week one record at a time.  With CRM we have a bevy of options.  Before I was asked to help out in this situation, a temporary workaround was to create work plans from the project record.  This defaulted the project value in the work plan and was seen as a step in the right direction.

Although this helped, the users still felt the pain of the redundancy.  After discussing various solutions, we landed on creating a process dialog.  To use the new dialog, the users would launch the dialog from the desired project (shown in the list view, from the entity, or from their custom dashboard).

From the project, they are first presented with which process they’d like to follow for the project (billable vs non-billable):

Look Up Process Dialog


The next step is for them to choose the weeks start date, the number of weeks they want to auto-populate, the estimated hours per week and a description:

Work Plan Dialog


In the end, this creates all of the various records needed and has been seen as a major time saver.


Other Details behind the Scenes

Processes allow you to default values, like the Short Description with the project’s name.  We also modified this a bit to allow for managers to create other people’s work plans (where applicable) by adding the Owner to the dialog.

To fully take advantage of this, we also created some auto-reminders to alert people of their work plans not being up-to-date and with a monthly email.  The email contains summary data of their plans along with a link to instructions on creating work plans with this new functionality.


We actively engaged with users to make sure we’re finding and resolving any nagging issues.  One sore point came about concerning work plans and we created an easy-to-use process dialog to create multiple work plans in minimal steps.  All of this was native to CRM 2013 and the platform tools provided.

Processes within CRM 2013 are not the perfect solution for every problem, but they are a great tool that you should certainly understand.  If you’ve used process dialogs in the past for solving issues, let everyone know in the comments below.

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About Paul Way

Born and raised in Greenville, SC. I'm a coder to the core. The only thing I love more than coding is my family and your epic comments.


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