where can we view the process sessions after one dialog was carried out in CRM 2013?

where can we view the process sessions after one dialog was carried out in CRM 2013?

This question is answered

In 2011, we can see that in related pane(process part) of left side for a record after the dialog was carried out.

but how to view that in 2013 besides the way via  settings->process?

Verified Answer
  • Hi,

    The Process Sessions is still visible within a record as an associated entity. Only the navigation has changed a bit in CRM 2013.

    After running a Dialog on a record, open that record and move your cursor to the Navigation pane which is at the top of CRM page.

    Click on the drop down besides the Record Name and scroll to the right to see Process Sessions.

    Click on Process Sessions and you'll see the status of the Dialog.

    Regards,

    Rajesh. R.

All Replies
  • Hi,

    The Process Sessions is still visible within a record as an associated entity. Only the navigation has changed a bit in CRM 2013.

    After running a Dialog on a record, open that record and move your cursor to the Navigation pane which is at the top of CRM page.

    Click on the drop down besides the Record Name and scroll to the right to see Process Sessions.

    Click on Process Sessions and you'll see the status of the Dialog.

    Regards,

    Rajesh. R.

  • Hello,

    Is your issue resolved? Are you now able to see the Process sessions?

    Regards,

    Rajesh. R

  • Thanks Rajesh for the answer.

    yes. for some entities, we can view that in that way.

    but for Account entity, there is no such associated entity.

    Am I missing something?

  • Hi,

    I think there should be en error in MS CRM 2013. All the Process Sessions navigation links has disappeared from all entitiy records and from all the organizations in my MS CRM 2013 server. That occured after I created and run some workflows that include a wait step.  

    I tried to edit the form but no hope. I am trying to install RU 1 for MS CRM 2013.

  • Hi again,

    RU 1 fixed the problem. Now I am able to see the Process Sessions.

    Regards,

    Grigorios

  • Glad to know that your problem fixed with UR 1. :)

    Regards,

    Rajesh. R