Managing Business Process Flows with Dynamics 365: Key Things to Know

When it comes guiding users in enterprises in regard to accessing crucial business data and gaining stronghold on customer relationship nothing comes as effective as Business Process Flows which in recent times evolved as a great tool offering users guidance to go through several steps in a business process like completing deal, evaluating a lead, or working on a particular issue.

In certain cases the process pertaining to the respective business requires being changed. In the recent times building a workflow has become robust value push from the advanced tools such as Business Process Workflow unleashed with Dynamic 365. Switching between Business Process Flows remains a key as thanks to this users can experience much ease and they do not have to go through manual intervention for the changes when working with advanced CRM solutions like Dynamics 365.

Consider the Business Process Flows just as a rail track that takes you anywhere you need to reach quickly and with optimum efficiency. The advanced CRM solution offered through the business process flows in Dynamics 365 made it support branching and conditional business logic allowing going down several pathways within just one flow. The solution thus ensures optimum flexibility and versatility for enterprise grade business operations.

Switching Business Process Flows without manual intervention

In certain situations change in the respective Business Process Flow should happen automatically. One can do this through the SetProcess action in the workflow and for this you need to ensure two things respectively as, multiple business process flow and a workflow ready to trigger an action. Besides this the standard practices followed for shaping a workflow applied just as usual.

SetProcess is just not limited to one particular type of entity and for every process you need to fill out two fields respectively as the NewProcess and the Target.

Once you finished completing through SetPricess actions all you need is to activate the Workflow. Following this users can easily switch between several business process flows without any glitch and obstacles. This way you tune your CRM for the optimum output.

Dynamic 365 and business process flows

Let us now have a look at how the business process flows works in Dynamics 365 offering more help to the users in following processes and updating the records properly. We will also see how this boosts productivity and accuracy of data entry.

Knowing what difference Business Process Flows can bring to your backend operation, users and overall business outcome is important. Only when you know this for sure you can find the urge to bulk update all records including the new and existing ones. Doing this requires certain considerations and skills. In the present blog we would like to illuminate on these aspects.

The easy and simple steps to bulk update

Dynamic 365 as an enterprise ready robust CRM solution allows bulk updating of your business process flows. For the sake of bulk updating you have the easy options of using two crisp tools like the Advanced Find and Export/Import tool. Both the tools will help making the entire process easy and can be done in simple steps. First of all, you have to create a specific view for the entity that is in use. Secondly, you have to include the columns referring to Process, Process Stage and Process Stage Name. No after doing this, always note the values pertaining to the process and the respective stages.

Let us remind you a few important things. When users choose multiple Business Process Flows with the same entity, there will be multiple values shown on the Process column. This would allow easily identifying the business process flow by opening the record and the respective value in the column.

Exporting the existing records is also a lot easier thanks to the intuitive interface. As soon as you know the values referring to separate stage, exporting records and updating the new value in the Process Stage column becomes easier. In case of importing new records just you need to map to the respective column.

Dynamic 365 as exemplified above offers a very simplified and user friendly interface with robust capabilities to update business process workflows.

Ashim Goldar Author

Ashim Goldar carries 9 years of experience in the field of Marketing and Promotion. He has gained a vast exposure in the fields of Market and Consumer Research, Demand generation, Trade Show, and Competitive Analysis among others. At present, he is working with Prompt Softech as a Marketing Manager and manages overall Brand Development and Corporate Identity of the company.

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