March 2020
Beginner to intermediate
426 pages
13h 11m
English
Content preview from Implementing Microsoft Dynamics 365 Customer Engagement
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Business process flow enhancement
A business process flow is a visual representation of various stages a record can have. It can be used with the system or a custom entity. Dynamics 365 CE provides an inbuilt business process flow for generic business scenarios, such as, the lead to the opportunity sales process, phone to case process, and case to work order process. Dynamics 365 CE brought many new features to the business process flow. One of them is the new business process flow editor, as shown in the following screenshot:
While designing processes, we can simply drag stages, conditions, data steps, workflows, or action steps to the canvas ...
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