D365 Process flow

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Microsoft D365 Mobile Task Flow

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 ...

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