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Task flows are an awesome feature available in Microsoft Dynamics 365, and in today’s blog, we’re giving you the 411 on everything you need to know about them!

task-flows

What are Task Flows?

Task flows are a user-level approach to managing business processes on the mobile device. In fact, they’re actually a subcategory of Business Process flows. Task flows are different from business process flows in that they can be executed by multiple users at the same time on the same record. They also benefit your users by making the underlying CRM data model transparent in the Mobile user interface. User level task flows offer guidance in the mobile UI where the full business process flow form might just be too much information to manage.

Before we get started, you should be aware of three important points:

1. Task flows are currently available for Mobile CRM Mobile app only.

2. Task flows are officially in preview mode (meaning this feature has not yet been completed, but has been made available with limited or restricted functionality with the goal of soliciting feedback from customers).

3. Task flows must first be enabled or turned on and you must accept the license terms before the feature can be used.

Now we can get to the good stuff! First off, let’s take a look at how to create a task flow.

How to Create a Task Flow

To create a task flow, you need to access the Processes area under Settings.

1. First, navigate to Settings > Processes > New.

2. For the Category, select Business Process Flow.

3. Then, select the Type Run the process as a task flow (Mobile only).

Task Flows

How to Enable Task Flow Functionality

As we mentioned earlier, task flows must first be turned on or enabled before they can be used. As you can see in the image above, the option to create a task flow is not available since it has not been enabled. To turn on task flows, you need to access the Preview section under System Settings.

1. First, navigate to Settings > Administration.

2. Next, go to System Settings and select the Preview tab.

3. Check that you have read and agreed to the license terms.

4. Select Yes for the Enable Task Flows for Mobile Preview section.

Task Flows

Once enabled, the option to create a task flow will be made available:

1. Navigate to Settings > Processes > New.

2. For the Category, select Business Process Flow.

3. Then, select the Type Run process as a task flow (Mobile only).

Task Flows

That’s it! For more tricks and tips, make sure you subscribe to our blog and check out some of PowerObjects’ awesome webinars, where we delve into all that’s new and exciting with Microsoft Dynamics 365.

Happy Dynamics 365’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.