81060ae Dyn365 Conf Enus 07

Module 07
Introduction to Processes in Dynamics 365

Module 07: Objectives
• Review Processes Available in Dynamics 365
• Business Process Flows
• Workflows
• Dialogs
• Custom Actions
• Examine how to create a Dynamics 365 workflow
Processes & Automation
• Many businesses will have processes and procedures that could be
assisted by using Dynamics 365 Processes
• Some of the available Dynamics 365 processes Include:
Business processes that span entities

Process Flows
Automations that can run in the background or as part of user action

and provide real-time feedback to end users
Workflows
Allow transactional custom API calls such as: “Escalate Case” or

“Send Pothole Report, can be executed by workflow actions
Custom Actions
Business Process Flows
• Guides users through processes that may involve one or multiple
Dynamics 365 Records
• Stages and Steps match what
the user is trying to do
• Making steps required prevents
users from completing a stage
without the required steps
(More on business process flows
in the next module)
4
Workflows
• Automated process – similar to a macro
• Can be tied to an event or can be fired on-demand
• Dynamics 365 supports two types of workflows:

• Background: Runs in the background allowing users to continue to
use the application during execution
• Real-time: Runs at the moment it is triggered, the user will not be
able to continue until it finishes
5
Background Workflows
 Event or user triggered automated
processes that executes application
actions
 Run asynchronously and does not
prevent a user from continuing
 Most commonly used type of
workflow
 Supports wait conditions
6
Real Time Workflows
 Blocks user from moving
forward until completion
 Can execute under caller
context or owner context
for flexibility
 Separate privilege on
security role to control
activation
 May impact system
performance 7
Dialogs
 Provides users with a “wizard” or
“script”
 Pages allow to prompt and capture
responses
 Standard workflow features for
evaluation and action
 Query to pull in other Dynamics 365
data
 Input Arguments, Variables and Start
child dialogs
8
Custom Actions
 Custom Actions are multi-step declarative custom logic that can
be invoked via API calls
 Allow specification of Input and

Output Parameters
 Run on demand when called
from code or Process (always
synchronous)
9
When to use
ness Process Flow Workflows Dialogs Custom Actions

e Resolution process • Trigger automatic communication
• Agent Scripts • Custom Approval message
s Process • Create follow-up tasks • Capturing Missing Data
rance Quoting Process • Update data • Billing errors and adjustments
ning tool for new reps • Execute specific functionality
where you want to guide to outcome
10
Workflow Basics
• Each workflow must be associated with a primary
(triggering) entity
• Once set, this cannot be changed
• Background workflows can be triggered automatically, on-

demand, and/or by other workflows
• Real-time workflows execute automatically
• Each workflow was an owner

• When the workflow runs it will run as this user
Workflow Scope
• The scope of a workflow records a workflow will be available
to execute on
• Four levels:
• User (default) Runs only on records owned by the same user as the workflow
owner
• Business Unit Runs on records owned by users in the same business unit as
the workflow owner
• Parent: Child Business Unit Runs on records owned by users in the same or
subordinate business units as the workflow owner
• Organization Runs on any record owned by any user in the organization
Note: Records must be the same entity type defined as the primary entity in
the workflow
Triggering Workflows
• Workflows can be started:
• Manually
• By another Workflow or Dialog
• Automatically:
• When a record is created
• When the record status changes
• When the record is assigned
• When fields within the record change
• When the record is deleted
• Any combination of the above

Workflow Conditions and Actions
Conditions
• Check Condition
• Wait Condition
Actions
• Create Record
• Update Record
• Assign Record
• Send E-mail
• Start Child Workflow
• Perform Action
• Change Status
• Stop Workflow
Dynamic Values
• Dynamic Values can be used populate fields in
actions with data from Dynamics 365 records, or
data stored in processes.
• The Form Assistant provides options for defining the
values to be used.
• Options Include:
• Set to
• Append With
• Clear
• Increment By
• Decrement By
• Multiply By
Workflow Activation
• Workflows need to be activated before they can be used
• Activation will prevent it from being edited
• Workflows must be deactivated before they can be

modified
16
Demo
Time
Module Review
• Automation in Dynamics 365 can be created many ways
• Business Process Flows provide guidance to users by
providing different stages and steps that can span a single
or multiple entities.
• Workflows are the most commonly used process in
Dynamics 365 and can be created by non-developers
• Try to find balance of proper automation and great user
experience
18

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Module 07

Introduction to Processes in Dynamics 365

Business processes that span entities

Automations that can run in the background or as part of user action

Allow transactional custom API calls such as: “Escalate Case” or

• Can be tied to an event or can be fired on-demand

• Dynamics 365 supports two types of workflows:

 Allow specification of Input and

ness Process Flow Workflows Dialogs Custom Actions

s Process • Create follow-up tasks • Capturing Missing Data

rance Quoting Process • Update data • Billing errors and adjustments

ning tool for new reps • Execute specific functionality

where you want to guide to outcome

• Background workflows can be triggered automatically, on-

• Each workflow was an owner

• By another Workflow or Dialog

• Any combination of the above

• Workflows must be deactivated before they can be

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