Introduction of LCS:
LifeCycles Services is a plat form where entire project is managed from pre sales to go live partner and customer both access the LCS account and can see the updated status of the project and regular updates. LCS provide the number of tools that we will use in the project life cycle but here I will focus on the Business Process Modeler.
Business Process Modeler
Business process modeler is a tool that used to streamline your business process with the industry standard process as described by American Productivity & Quality Centre (APQC). You can used this tools to create, view and modify business process for Dynamics 365. This tools is mainly used by the functional consultant in the entire project lifecycle to validate & modify the client business process. You can use the business process modeler artifacts with following applications.
- Microsoft Visual Studio Team Foundation Server (TFS) – You can generate a consolidated list of gaps and import them manually into TFS as work items that include a reference to the process flow.
- Microsoft Word – You can generate documentation for business processes.
- Microsoft Visio – You can export business process maps to Visio files.
To get access the BPM you need to login into LCS account then access on business process modeler.
Once you are in the Business process modeler you will find this page it contain three business library as
Global, Corporate & My libraries.
Global Libraries: Contains cross-industry standard business processes
Corporate Libraries: Contains custom-created business processes that have been uploaded by someone in your organization
My Libraries: Contains business processes that the user has created or added
You can create and copy standard process from the global libraries into my libraries by right click on the library that you want to copy you will see blow option.
To modify or update the business process library click on the library that you copied then you will be into (December 2017) APQC unified library for Microsoft dynamics 365 for finance and operations.
Expand the manage financial resources from the support processes. The manage financial resource have multiple node and under each it has different standard business process for finance in this case we are going to look into standard process vendor payment over view.
Then expand the process accounts payable and expense reimbursements>process accounts payable>process payments>process vendor payment journal>vendor payment over view.
This is the standard business process of vendor payment overview. You can see the flowchart of the process and on the right hand side the process step for this process. You can also edit this process by adding the activities from the left hand side. You can attached the video from the task recording.
For example I will edit this business process by adding the email process of approval to edit the selected invoices so simply right click on the flowchart following option will be enable then click on edit button to modify the process.
I have mark this addition as a gap by right click on the flowchart then click on gap list.
Now you can get the list of gap that you have identified.