Hello guys, hope you all are good. Today we have an exciting topic i.e: Dynamics 365 processes. So without further delay, lets see this.
Dynamics 365 processes empower you to demonstrate real-life business processes. When displaying your business processes, you can look over four classes:
- Business process flow
Lets have a look at each of them.
1) Business process flow:
Generally use this process to make a representation of the business process stream. Basically there are several stages and steps that are required for a user to complete within a given cycle. At each stage, user has to complete specific steps and then move to next stage. You can customise the business process flow by adding or removing the steps or by changing stage order or name or simply by adding new entities in process flow.
A workflow is an automated procedure that might possibly require client input to run. It can be configured to run in the background or in real time. Difference is when it runs in background, it is possibly waiting for resources to become available and then run. But when it runs in real time, all the processes become halt and it will run immediately. You can start it manually as well as automatically on specific conditions. For example: send email automatically to admin when a lead is created.
A dialog is a semi-automatic process in that it requires user initiation in order to start and run to completion. When you start the dialog process, a wizard like interface is exhibited where you can make appropriate selections or enter information as you advance through each page of the wizard. Not at all like a workflow, a dialog must be kept running on a solitary record at a time.
Unlike workflow processes or plug-ins, an action doesn’t have to be associated with a specific entity. You can define it globally that can be called on their own. Action is used to create a new operation which is not available in standard Microsoft Dynamics 365 installation. A workflow requires always a record as starting point (created, updated, deleted or on-demand), an action no.