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Dynamics 365 – Visual Process Designer

Continuing with our posts regarding the recent release of Dynamics 365, next up is discussing the new Visual Process Designer.  Additionally, head over to the CRM Roadmap site, or the CRM What’s New site to see more of the features that have recently gone live. 

Visual Process Designer

With Dynamics 365 for Sales, a new drag and drop WYSIWYG designer has been created for creation and management of business process flows, task flows, and business rules.  When you open up the process, you’ll see a designer such as the following.  As you start adding in your stages and steps, you’ll be able to set the properties for the different pieces along the way for the component you select in the visual designer.

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In the designer, there’s a toolbar at the top that gives you the ability to take the following actions:

  • Add
  • Cut
  • Copy
  • Paste
  • Delete
  • Snapshot – This will create a picture of the rule that you can send over via email for a review process
  • Connector

In the bottom left corner you’ll see a collapsible mini map that will allow you to quickly navigate around the designer for those large business processes, task flows and business rules.

At the top of the designer you’ll notice a Validate button.  You can click on this button to have any errors in the process flow, task flow, or business rule clearly displayed.  It’ll highlight the component and property of the component that has the error allowing you to quickly resolve any issues.  One interesting note about validation in the designer is that when you click it, it’s always on.  So if you fix the error you’ll see the error change to “Validation successful” immediately.  You can toggle validation off if you don’t want to see that message every time you add a new component.

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As I was using the designer, one thing I noticed was that if I made changes in the designer, I had to get used to clicking the Apply button in the bottom right corner of each component versus clicking the Save button at the top of the process.  If you don’t click Apply first, your changes to that component will not be saved and you could get validation errors or unexpected results in your process.  Therefore my recommendation would be to get used to always clicking Apply even if you aren’t sure if you updated a component.

Pre-Dynamics 365 processes are able to use the new designer and the new features introduced in Dynamics 365.  In other words, this functionality is backwards compatible.

Topics: Microsoft Dynamics 365 Microsoft Dynamics CRM Microsoft Dynamics CRM Online