Hi All, I'm in CRM on-premise, 9.0. I'm trying to add an Action Step in my Business Process Flow, but this button is not available.
Does CRM on-premise 9.0 support Action Step in Business Process Flow?
This was released as part of July release, i dont think this made to the On-Prem V9 yet
Hi Lu Hao,
Thank you for your reply, the issue on my environment is that the option "As a Business Process Flow action step" is not available in the action configuration.
I am using this version:
Is there anything missing?
Hi Antoine,
By default, in the BPF editor of Dynamics 365 on-premises v9, we can only add the Step component.
If we want to add an Action Step, we can add an on-demand action to the business process flow.
The Dynamics 365 for Customer Engagement apps version 9.0 update introduces a business process flow feature: business process flow automation with Action Steps. You can add a button to a business process flow that will trigger an action or workflow.
To enable this functionality, select As a Business Process Flow action step.
Next, the Action Step is added to Contoso’s opportunity business process flow. Then the process flow is validated and updated.
Please refer to this article: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-business-process-flow#add-an-on-demand-action-to-a-business-process-flow
Hope this helps.
Best Regards,
Lu Hao
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