Tuesday 12 January 2021

Dynamics 365 Business Process Flow

 

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.


  •  Stage based validation -Client side 

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.

We will cover all these use cases one by one.

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