![]() When customizing this or anything else, for that matter, always use solutions. You’ll see that the out of the box BPFs are very simple and not many companies could just use them as they are.įortunately, you can customize existing Business Process Flows or create new ones. These processes help you, or help guide users through the necessary steps to complete an entire business process successfully.īPFs have evolved with each version of Dynamics, becoming very useful mechanisms to guide almost any sort of scenario.ĭynamics 365 comes with a collection of BPFs, the Sales Process being one of them. With more than 15 years of CRM experience, Jim specializes in assisting companies select CRM and marketing automation solutions.They started being a thing with Dynamics CRM 2013. Jim O'Neill is our Senior CRM Account Manager. Give us a call at 80 or email to review today. Our talented and trained team at TopLine Results corporation can help you with business process flows, action steps, and more. I’ll be thinking of others, and I encourage you to think about where it makes sense for your organization to apply this new feature in your own process. There are many applications for this new capability. Using action steps like this makes it very easy for a user to pass along messaging without having to manually create the task record, assign the record, add in the text and save and not lose the flow of the process. Once you execute the above action step it will create the task that is assigned to the sales manager. When you click, the dialog box pops up for typing your message into the task. Now you’ll see as the 6 th step in the “new car sales” stage there is an Execute to create the task. You can click validate to check your work then save (or update). Scroll down and add the steps and actions.Ĭreate the Task with a subject, then add the argument and scroll down to set the owner for the new task to a team or user then save and close.Īdd the step to stop the workflow as succeeded and then activate the action step.ĭefine or edit a business process flow by dragging stages and then adding steps to each stage.įor this example we will drag the action step component to the appropriate spot.Ĭlick the Properties tab and set the Execute Process to the action step we defined above and click apply. Type in a name and set to String because the sales rep wants to communicate some info to the sales manager in the task. Set it as an action and set the entity appropriately – in this case to opportunity.Ĭheck the box for Business Process Flow action step. ![]() Here are the simple steps to set up this action step:Ĭlick the +New link to create a new process. ![]() A task is created and assigned to the sales manager to make a phone call to the car buyer thanking them. When the sales rep clicks “execute” on the action step in the car sales business process flow, a dialog box pops up and the sales rep can type any pertinent text that he or she wants to pass along to the sales manager. In a car sales scenario the sales rep lets a sales manager know that a customer has agreed to buy a car at a negotiated rate. ![]() While not exactly real world, this very simplistic example highlights the use case. With the new “action step” capability, users can now execute an action step inside a stage as a part of the visible business process flow, plus they have the ability to pass into the resulting action unique information they may wish to communicate. Users could get around that somewhat by triggering the workflow outside of the business process flow, but that divided what should be a single process into disparate steps - and that still didn’t allow for passing variable information into the action. Specifically workflows, as a part of business process flows, could only be triggered on stage entry or stage exit. When the “business process flow” tool came out a few years ago, we were able to incorporate workflows into the process but there were some limitations. Workflows have been the traditional way to automate individual or multiple steps. It is pretty common during the flow of a regular business transaction to want some sort of automation to happen – change a field, create a task, update a status, send an email, etc.
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