Navigate to the Process Definitions tab.
Select Create Process Definitions from the dropdown.
Give your Process Definition a name and description.
Select the Target Module.
Click Save.
In the Design window that appears automatically add a Start Event.
Right Click the icon to define the conditions i.e When Sales Stage = Closed Won.
Add an Action by dragging the block onto the design space.
Right Click and define the action as Change Field.
Right Click and select settings
Select the Field and define a fixed value or select another field to copy from.
Add an End Event
Link the event blocks by hovering the pointer at the edge of an Event Block until it becomes a Cross. Click and drag.
Note: You will be unable to set a field with a calculation to be updated via a process definition. If you would like to remove the calculation or already have and the field still won't show then please see the following Get support in Access CRM and reference the title of this article.