With the business process flow we
can configure a guided process for any business to run their operation. It
could be with the OOTB sales opportunity process or with the service process.
D365 does provide feature to build the custom business process flow to
customize as per the any industry need.
Since the start of this process it has been evolved to the large extent
and with the separation of business process flow data with core entity, it
certainly brought a lot more flexibility and options.
Some of the key things which we would like to discuss in Business process flow are –
- Multiple entities in a business process flow-
o
How do we setup Business process flow by with multiple
entities.
o
How the next and back stage change works in case
of multiple entities?
o
Does it create new record on click of next stage
when we have multiple entities.
o
How to handle if we need to provide feature to
add existing record in process flow?
o
When we click on back stage button will this go
back to previous entity record- how process understands that which records this
is linked with (Entity relationship information)
o
If I have business process flow with opportunity
& lead linked together and if I go to Lead record where the current process
stage is at opportunity level, how system shows that form – will it show
business process flow of just a form? How internally system manages linking of
business process flow with current stage and related records.
o What
is the best practice to handle show, hide or set mandatory of specific
attribute based on the current active stage?
o Conditional
locking or setting fields mandatory with in stages (steps attributes)- how to
setup dynamics lookup filtering on step attributes.
o How to work with applying restriction on moving to next stage.
- Reporting
Reporting
o
How to show which stage the current records is –
at all entity level, e.g. if Business process flow has entity A & B and
current process flow is in stage X which belongs to the to Entity B and if I
want to see the list of A records which are in X stage.
o
Time line control – how to show start & end
time of each business process flow and also the its audit history in right
format.
- Key Configuration/Customization
o
Once we finish the Business Process flow due to
any reason, it doesn’t change status of record, reason cited by Microsoft is
that Business process flow is process with multiple entities records and some
of them may also needs to be in active state, therefore no OOTB process to
inactive record on finishing of Business process flow.
o
How to
configure Business process flow which waits for approval before moving into
next stage.
o
How to call global workflow/power automate from
Workflow itself.
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