This article explains how to create a Microsoft D365 Mobile Task Flow Design for phones or Dynamics 365 for tablets based on the common tasks that users perform. For example, if they need to regularly perform a series of follow-up steps after the client meetings, create a task flow.
When the users tap the new task in their mobile app, it will lead them through from start to finish so they don’t forget an important step. Task flows can use multi-entity forms and logic and can have the form logic that runs across the task flow pages.
Creating a Microsoft D365 Mobile Task Flow
- Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or the equivalent permissions.
Check your security role
- Follow the steps in View your user profile.
- If you don’t have the correct permissions contact your system administrator.
- Go to Settings > Processes.
- On the Actions toolbar, select New.
- Inside the Create Process dialog box, complete the required fields:
- Enter a process name.
- In the Category list, select Business Process Flow.
- Inside the Entity list, select the entity you want.
- Select Run process as a task flow (Unified Interface only) option.
- Choose OK.
Task flow designer opens in a new window.
- If your users will progress from one page to another in order, drag the Page component from the Components tab on the right side of the screen and then drop it on the + sign in an appropriate spot. To add a name for a page, select the page, select the Properties tab, type a new name, and then click Apply.
- To add a branch to the task flow, drag the Condition component from the Components tab and then drop it on the + sign in the appropriate spot. For setting the properties for the condition in Microsoft Dynamics 365 Mobile Task Flow, select the condition, set the properties in the Properties tab, and then select Apply.
- For adding a field, label, or section label to a page, drag Field, Label, or Section Label from the Components tab to the appropriate page in Microsoft Dynamics 365 Mobile Task Flow. To change the properties for one of these items, select the item, set the properties in the Properties tab, and then click Apply.
- For validating the task flow, select Validate on the action bar.
- To save the process as a draft, click Save at the top of the screen. (As long as the process is a draft, people won’t be able to use it.)
- To activate the task flow so that people can use it, click Activate.
Viewing your User Profile
Your user profile displays useful information about you to your entire organization; for example, your contact information, your organization, and the security role. Depending on your security role, you may be able to make the changes to your user profile.
- Go to Options. In Customer Engagement, in the upper-right corner of the screen, select the Settings button > Options.
- Scroll down to the very bottom of the Set Personal Options dialog box, and then select View your user information.
- To check your security role, on the nav bar, choose down arrow next to your name, and then choose Security Roles.
- To view the other profile information, such as Work Hours, Connections, and Services, on the nav bar, choose the down arrow next to your name.
Creating Custom Business Logic through Processes
Defining and enforcing consistent business processes is one of the main reasons people use Dynamics 365 for Customer Engagement apps. Consistent processes help make sure that the people using the system can focus on their work and not on remembering to perform a set of manual steps. The processes can be simple or complex and can change over time.
There are two paths to navigate to processes:
- Settings>Processes. In MS Dynamics 365 for Customer Engagement apps this path is easiest to access and allows you to use views defined for the Process entity, including any custom views.
- In solution explorer Components > Processes. This path provides convenient access when you are doing other customization work in the customization tools.
Individual business process flows can also be edited using the Edit Process button in the command bar for the form where the business process flow is active.
Dynamics 365 for Customer Engagement apps includes four types of processes, each designed for a different purpose:
- Business process flows
- Mobile task flows
1. Business Process Flows
Use a business process flow when you want the staff to move through the same stages and follow the same steps to interact with a customer. For example, use a business process flow if you want everyone to handle the customer service requests the same way, or to require staff to gain approval for an invoice before submitting an order.
Your environment includes several ready-to-use business processes flows for the common sales, service, and marketing tasks that you can use with little or no changes required. Or, you can create your own.
2. Mobile Task Flows
You can also design a type of business process flow called a Microsoft Dynamics 365 Mobile Task Flow in Dynamics 365 for phones or Dynamics 365 for tablets based on common tasks your users perform.
Use the workflows to automate business processes behind the scenes. Workflows are typically initiated by the system events so the user doesn’t need to be aware that they are running. Workflows that operate in the background are “asynchronous.”
The Workflows can also be configured for the people to manually initiate them. When you want to automate the common tasks, such as automatically sending a confirmation email to a customer when an order ships. Workflows that operate in real time are “synchronous.”
Use the Actions when you want to automate a series of commands in the system. Actions expand the vocabulary available for the developers to express business processes. With the core verbs like Create, Update, Delete, and Assign provided by the system, an Action uses those core verbs to create more expressive verbs like Approve, Escalate, Route, or Schedule. If the definition of a business process changes, someone who is not a developer can edit the Action so the code doesn’t need to be changed.