Map a process with branches and conditions
Not every process will be straightforward to identify and document. An organization might have several geographic locations and want to branch sales based on regions. In that scenario, you would need to identify where in the process this approach should happen. For example, you'll need to discern whether to branch a lead immediately or only after the sales order is ready. Additionally, you'll need to assess what types of data are used to identify the regions, such as country/region, currency, or language.
Additional considerations might include:
Value of the sale
Available discounts
Approvals
Different divisions of an organization
Public or private sector
As your project progresses, from collecting requirements to designing the solution, you'll need to map the stages in the business process to tables that store relevant data. Also, you'll add columns of data to track the steps that are needed for each stage. If you're implementing this approach in Dynamics 365 Sales, a custom business process would show on the user's forms to guide them through completing the specific process. Then, you could use the data that's captured as the user progresses through the stages of the business process to produce reports on the efficiency of the process.