The new visual process designer brings drag-and-drop design capabilities to Dynamics 365 for business process flows, task flows, and business recommendations.
- For business process flows, the designer enables composition scenarios with workflows that can be configured to execute on Stage Entry and Stage Exit to further automate the business processes.
- For task flows, the designer enables visual modelling of the flow structure and integration with portable business logic.
- Business recommendations are rule-based, action-driven insights that can be defined by key users through the use of portable business logic.
In this blog post, I would focus on how the Process Designer can be used to design and automate business process flows.
There are 4 aspects of the Process Designer that I would delve into:
- Process Designer Command Bar
- Flow Designer
- Components and Properties Panel
- Validate Button on the Command Bar
Process Designer Command Bar
The Process Designer Command Bar lets you add a Flow or a Composition to the Business Process Flow. A Flow comprises Stages and Conditions, and the Composition comprises Steps and Workflows. It also lets you Cut-Copy-Paste the Flow and the Composition Rules to other components within the Business Process flow. Users can design the business process flow here and take a snapshot of the Business Process Flow to be shared with a wider audience or within their documentation.
Flow Designer & Components and Properties Panel
The Flow Designer lets you drag and drop stages and steps and workflows associated with the Business Process Flow. You could also drag and drop to re-sequence the steps. The Properties panel lets you specify the Display Name, Data Field and the Sequence for the step.
A new enhancement to the Business Process Flow is the association of workflows. Think of a scenario where you had to send an e-mail notification to the customer with periodic updates to an application. You could achieve this by associating an ‘On Demand’ Workflow to the Business Process Flows. These workflows can be copied and attached to various stages within the Business Process flow.
Applying Conditional Branching on the Business Process Flow
Branching of Business Process Flows was possible as part of CRM 2015. The process designer allows you to specify multiple conditions to your branch.
Validate Button on the Command Bar
Finally, when you have designed the business process flow, you can validate the flow and make sure there are no errors associated with the business process flow by using the ‘Validate’ button on the Command Bar. The system does not allow you to save the business process flow unless and until the validation is successful.
In my next blog, I would talk about how to set up Business Rules with the new Process Designer in Dynamics 365, so watch out for that.