Processes in Dynamics 365
This chapter is on processes and implementation, and will provide a high-level overview of one an incredibly powerful aspect of Microsoft Dynamics 365.
What is a Process in Dynamics 365?
A Microsoft Dynamics 365 process is a definition for an automated workflow consisting of steps, including the actions the workflow should take at each step, and the rules the workflow should use to proceed to the next step. There are three categories of processes:
- Business Process Flow
What Are the Differences?
Business Process Flow
A business process flow is a tool which is meant to help guide users through a business process in Microsoft Dynamics 365. They are visual steps and stages that are required for an employee to complete within a given cycle.
A workflow is an automated process that may or may not require user input to run. Typically these processes run in the background and are utilized for their automation capabilities. Workflows can be ran on many records at one time.
A dialog is a semi-automatic process in that it requires user initiation in order to start and run to completion. Dialogs support Microsoft Dynamics 365 data queries and user input of variables to use during the execution of the dialog. Unlike a workflow, a dialogs can only be ran on a single record at a time.
Tip! For more information on this topic, refer to our blog Workflows and Dialogs: What’s the Difference?
Become a CRM Administrator
For a more formal introduction into becoming a CRM administrator, check out Dynamics 365 University’s CRM Boot Camp for Dynamics 365.