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Hello Everyone,

Today while configuring CRM-2013 for one of my client, I needed to remove the Business Process Flow view from the Lead Entity as they don’t require it in their Business Scenario.

Now this is quite very simple. Just follow these steps:

Move to the Settings -> Processes
and select the Business Process Flow ‘Lead to Opportunity Sales Process’

 
First let me tell you, if you are only going to deactivate the Business Process Flow ‘Lead to Opportunity Sales Process’ then this action does not actually remove the Business Process View but only deactivates the Process to stop the functionality.

You would rather be required to delete that particular Business Process Flow itself , in-order to remove the Business Process flow view from the Lead Entity.

So, I would suggest to first make a copy of that Business Process (In case we need something similar in the future) and then delete it.

 

Once you delete it, the visual of the Business Process Flow will disappear from the Lead Entity. Similarly the rest can be taken care off.

 

Hope this will be Helpful.

Thanks !!!
😀

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