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Dynamics 365 introduced many new functionalities for Dynamics CRM Sales App but this blog will cover the enhancements for new Visual Designer and Process Unification in Dynamics 365 Sales App.
Below are some key points that will show what are the new enhancements on Business Process Flow, Task Flows and Business Rules.
Cut and Paste buttons works only for steps and workflows and not for Conditions and Stages. Whereas Copy button works for both steps, stages and conditions. Snapshot button allows developers to take a picture of the entire process flow in .png format.
Snapshot image can be used to explain the flow in design and developer documents.
Note: Only On Demand Workflows show up in the list so if developers creates a new workflow, it should be On Demand workflow.
Validation is of type that, if the step is not mapped to a field or condition is incomplete or for that matter if developer has added a workflow at the step but not defined the workflow which is supposed to be triggered.
So based on the security requirements, one user can be given access to edit in Business Process Flow and other user can be given access to only view the Business Process Flow.
New Process Actions are incorporated in workflows. Below image shows the list of actions enabled.
Thus, these were the Process and Designer enhancements that are added in Dynamics 365.
The post Process Unification & New Visual Process Designer in Dynamics 365 appeared first on CloudFronts - Microsoft CRM | AX | BI | Azure.
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