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If you want users to enter data to complete a step, select the appropriate column from the drop-down list.Select the step, and then set properties in the Properties tab: To add more steps:ĭrag the Step component to the stage from the Components tab. To see the steps in a stage, select Details in the lower-right corner of the stage. When you're done changing properties, select the Apply button.Īdd steps to a stage. The category (such as Qualify or Develop), appears as a chevron in the process bar. If desired, select a category for the stage. To set the properties for a stage, select the stage, and then set the properties in the Properties tab on the right side of the screen: If your users will progress from one business stage to another in the process:ĭrag a Stage component from the Components tab and drop it on a + sign in the designer. You can now edit it with a first single stage created for you.Īdd stages. The new business process flow is created. Select the table in which the flow will be used. Optionally, change the Name if you don't want to use the name that the system generates.Ĭ. In Power Automate, select My flows from the navigation bar on the left.ī. Business process flows are currently not supported in Dataverse for Teams.
#BUSINESS PROCESS MODELLING TUTORIAL PDF LICENSE#
Some Dynamics 365 license plans include the per user plan. You need a per user plan in order to create business process flows. To set security for a business process flow definition you create, select Enable Security Roles on the action bar.
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For example, for service-related processes, you could provide full access for customer service reps to change the business process flow instance, but provide read-only access to the instance for sales reps so they can monitor post-sales activities for their customers. After you create a business process flow definition, you can provide control over who can create, read, update, or delete the business process flow instance.