Microsoft Dynamics 365 Processes | Microsoft Dynamics CRM

Microsoft Dynamics 365 Processes | Microsoft Dynamics CRM

Microsoft Dynamics 365 Processes allows automate business processes. There are four categories of processes are:

Workflow: Use this process to model and automate real world business processes. These processes can be configured to run in the background or in real time and can optionally require user input. Workflow processes can start automatically based on specified conditions or can be started manually by a user (On-demand). Workflows can be run on many records at one time or single record.

Update: Workflows are still supported in platform, however recommend to use Power Automate. Click here to learn about power automate. 

 

Action: Use Actions when you want to automate a series of commands in the system. For example, in the case of a support call center, you could combine create, assign, and SetState operations into a single new “escalate” operation.

 

Business process flow: Use this process to create a visualization of the business process flow. Users are guided through various stages of the sales or customer service processes. At each stage, you complete specific steps and then move to the next stage. You can customize the process flow by adding or removing steps, changing the order of the stages, or adding new entities to the process flow.

 

Dialog: (Deprecated in Dynamics 365 December 2020 release)Use this process to create an interactive step-by-step data entry form that requires user input to start and run to completion. When you start the dialog process, a wizard-like interface is presented so you can make appropriate selections or enter data as you progress through each page of the wizard.

 

Create and Edit Workflow

Create and Edit Business process flow

Create and Edit Action

Create and Edit Dialog (Deprecated)

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