{Dynamics 365 Enhancements}New Visual Designer for Business Process Flow in Dynamics 365 ERP for Hong Kong SME

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This blog is part of the series which I will use to cover all interesting enhancements coming in Dynamics 365.

In Dynamics 365 we have new visual designer for Business Process flows.

Here is a walkthrough for Business Process flow:

· Creating a new Sales Process on Lead entity:

· New editor will open up:

· Add Step to add further fields after selecting a Stage:

· After adding multiple steps in the stage, It will appear as below:

· For Adding a conditional branch Select +Add button and choose Add Condition:

· A + Tile will appear, Click on it:

· A condition box is visible (Right arrow is if condition is true part flow, wrong arrow shows condition is false part flow):

· Selecting true conditional flow:

· Click Add Stage to add a stage:

· Finally, will appear as below:

Want to document this?

No worries, just hit the snapshot button:

And here is an image for documentation available downloaded for you:

Great stuff Microsoft!

An old colleague of mine and well known Blogger on CRM Nishant has done a step of step for the new visual editor for Business rules here:

Hope it helps and Happy CRMing!

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ERP for Hong Kong SME