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Define Processes Using Visual Process Designer

The Microsoft Dynamics 365 version introduces a new editor for designing Business Process Flows with an improved Business Process Flow designer. Using the Business Process Flow editor, system administrators or system customizers can use a rich graphical editor to create, edit, and configure Business Process Flows. The Business Process Flow editor allows organizations to improve user productivity and the time required to do their day-to-day CRM activities.

In this chapter, we will be covering the following points:

  • Overview of Business Process Flow 
  • Prerequisite privileges required for Business Process Flow
  • Basic components of Business Process Flow
  • Business Process Flow designer overview
  • Create and edit a Business Process Flow
  • Overview of a task flow
  • Basic components of a task flow
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