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Upgrade Polaris => CRM Fall '13 and Business Process Flows

    Question

  • We have a CRM Online customer using Polaris forms. They have the visual Lead-Opportunity process implemented.

    QUESTION: Will this Polaris process flow be upgraded automatically to a CRM 2013 Business Process Flow?

    None of the Getting ready and Implementation Guides discuss this scenario as far as can tell.

    Wednesday, October 30, 2013 9:39 AM

Answers

  • To answer myself here, this is the response I got from Microsoft:

    The processes upgrade OK except that localization can cause issues. The one issue is if you have localized labels used in the business process flows. After upgrade the localized labels will need to be re-localized. There isn’t anything you can do about this before upgrade. This will be included in the post update validation steps.


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    Thursday, October 31, 2013 11:07 AM