{Dynamics 365 Enhancements}New Visual Designer for Business Process Flow in Dynamics 365

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:

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· New editor will open up:

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

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

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

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· A + Tile will appear, Click on it:

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

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· Selecting true conditional flow:

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· Click Add Stage to add a stage:

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· Finally, will appear as below:

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Want to document this?

No worries, just hit the snapshot button:

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

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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:

https://nishantrana.wordpress.com/2016/11/02/new-visual-designer-for-business-rules-in-dynamics-365/

Hope it helps and Happy CRMing!



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ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

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{Dynamics 365 Enhancements} Social pane improvements in Dynamics 365

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

One of the most common requirement that is asked for CRM Social pane was ability to be able to order by different dates on Activity part of the social pane.

Let us have a look at Dynamics 365 social pane:

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Notice the highlighted element available as an arrow on the social pane. This control now lets you order based on dates available on the activities.

What if I want to change it? Well you can. Just go to form editor, double click notes control and select Activity wall tab:

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Great stuff, keep following to explore more interesting topics in Dynamics 365.

Hope it helps and Happy CRMing!



Check this out

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en