web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Season of Giving Solutions is Here!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer Service forum / Business Process Flow ...
Customer Service forum

Business Process Flow doesn't display

(0) ShareShare
ReportReport
Posted on by dalberto

I've created a custom business process flow for cases through a solution and deactivated the out of the box Phone to Case process. However, the business process flow does not display when I look at the case through the Customer Service app it doesn't show. However, if I look at the case in the "Dynamics 365 - custom" app I can see the business process flow on the same record. How can I have it display in the customer service app.

Categories:
Customer Service
I have the same question (0)
  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    This is because you need to relate your Business Process Flow to the Customer Service App.

    1. Navigate to Settings->Customisations->Customise the System

    2. Select Apps

    3. Open the Customer Service App

    4.Select Business Process Flows on the design panel

    5. Ensure that your custom Business Process Flow is marked as selected.

    6.Click Save and then Publish

    Hope this helps!

  • dalberto Profile Picture
    dalberto on at

    The 2 apps are in the same instance

  • Suggested answer
    MihirShah Profile Picture
    MihirShah 4,036 on at

    Assuming that the 2 apps are 2 different instances.

    So you will need to import the solution and publish in the Customer Service app.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Customer Service

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans