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Processes in Microsoft Dynamics CRM 2015


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Microsoft Dynamics CRM 2015 has 4 type of processes, which are Workflow, Dialog, Actions & Business Process Flow. First 3 Types are discussed in these Slides

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Processes in Microsoft Dynamics CRM 2015

  1. 1. Processes in Microsoft Dynamics CRM 2015 By AshishVishwakarma
  2. 2. Agenda •Workflows •Dialogs •Actions
  3. 3. Processes Home Screen
  4. 4. Create New Process
  5. 5. Selecting Entity for Process
  6. 6. Workflows •Used to automate tasks. •More productivity. •Can be started manually. •or Can be triggered by an event.
  7. 7. Adding Steps inWorkflow
  8. 8. Adding Check Condition
  9. 9. Updating Entity on condition
  10. 10. Dialogs •Dialogs contain a collection of pages. •Each page can contain multiple sets of prompts and responses. •Can have child dialogs. •Must be invoked manually.
  11. 11. Creating New Dialog
  12. 12. Configuring Prompt & Response
  13. 13. Triggering Dialogs
  14. 14. Selecting Dialog to Run
  15. 15. Actions •Can be associated with single entity. •or Can be global . •Supports invocation of plugins pre/post execution. •Can be executed using a JavaScript web resource. •Supports input and output arguments. •Supports auditing of data changes. •Isn’t supported with offline clients. •Can be invoked by a web service method call.
  16. 16. Creating New Action
  17. 17. ThankYou! Any Queries?