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Customer experience | Sales, Customer Insights,...
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Compare Business Process Flows

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Hi

Since 2018 we have piled up a large list of Business Process Flows, that we use in different apps, one app for each department, but some flows are used in all apps, and some only in one app.

Now we would like to compare all the flows, to see what flows we could merge, and what flows to get rid of.

In this process we have hired a new architect, to help us with a lot of streamlining in all our systems, among them, our Dynamics 365 CRM.

This architect would like to get all our flows exported with all details included, so that he easily can compare the flows, and see which flows might look the same, and then together with the superusers, get to an agreement of which flows should be standard flows to use.

From the Flows list, there is no option to export the flows, if I open a flow in Edit mode, there is also no way to export it.

Is this even possible, and what about Xrmtoolbox, could there be a plugin that support what we need to export in that?

Thanks

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