Understanding the Business Process Flow users interface
The following image outlines a Business Process Flow available in Dynamics 365:
Business Process Flow includes different components, which are required for customization; it includes the following main components:
- Stage:
Stages are like guided labels given at the top of the Business Process Flow to specify what to do:
- Step:
Steps are fields created for the entity used in the stages:
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Stage Gating,Set active,Next,Finish:
At the bottom-right corner of the Business Process Flow, this option helps you go onto the next stage or finish the process:
- Workflow:
Workflow is a type of process used to trigger a specific message in CRM. Business Process Flow has a new feature to be able to trigger workflows while proceeding through different stages.
- Conditions:
Business Process Flow supports conditional branching; conditions are used in a Business Process Flow. These conditions allow adding if...else logic into a Business Process Flow in order to move to...
