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PowerObjects’ team of Dynamics 365 experts are here to teach you all about the Dynamics 365 July 2017 Update. It is packed with exciting new features and enhancements. Be sure to click here to enroll in the Microsoft Dynamics 365 July 2017 Update webinar series – starting next week! Today’s blog will cover what’s new with Business Process Flows. Enjoy!

Business Process Entities are now available on:
  • Site Maps
  • Views
  • Charts

Site Maps:

You can now add Business Process entities to the Site Map/Navigation the same way you would show an entity under any of the Work Areas.

Business Process Flows

Views:

You are now also able to view the different business process instances in views based on the BPF stage. For example, you can switch between the different views to see all the Active BP instances vs. the Inactive ones, or the ones associated with records owned by the logged in users, etc…

Charts:

You can also view charts to see all the different instances, for example, by Stage or by Status. This can be helpful for analysis purposes; you can see on a chart that there is a large number of processes stuck in a specific stage, maybe it’s a stage that needs approval from someone else. This can be used to alert approvers to focus on moving the process forward.

Business Process Flows

Action Steps

This enables calling an on-demand workflow or a process action from within the Business Process. To do this, you would drag the Action Step inside of the stage to bind it with either a workflow or a process action.

  • The way the Action Step will appear on the UI is in the form of a button

To learn more about Business Process Flow updates and so much more, be sure to register for our free Microsoft Dynamics 365 July 2017 Update webinar series!

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.