New automation and visualization features for Business Process Flows (public preview)

Applies to: Dynamics 365 (online) The July 2017 update for Dynamics 365 (online) includes two new features that are available for public preview: Business Process Flow dashboards, grids, and charts and Business Process Flow automation with Action Steps. This article explores the main scenarios for taking advantage of the new functionality available with these two…

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Business process flow automation in Dynamics 365

Applies to: Dynamics 365 For the Fall 2016 release of Dynamics 365, we made big changes to the business process flow infrastructure. A business process flow definition is now represented as an entity and an instance of a process is stored as a record within that entity. Each record is associated with a data record…

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Automating Field Updates

Today our guest blogger is CRM MVP Donna Edwards. Donna is also a moderator on the Microsoft Dynamics CRM forums where she can often be found answering questions and providing professional advice. Here is a simple way to calculate the value of a field based on the values of two other fields on a form…

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