Dynamics 365 - Workflow within a Business Process Flow

With Dynamics 365, You can now call on-demand workflows from inside a business process flow. But lets us take a look the differences between Dynamics 365 and before Dynamics 365.

Before Dynamics 365 

- we can trigger the workflow when Business Process Flow (BPF) is switched or Stage is changed.

With Dynamics 365 

- You can even manipulate more function using BPF designer.

- The workflows within the BPF are divided into two categories.

1. Stage Workflow

- Run within a stage.
- Can be triggered when Stage Entry and Stage Exit.

2. Global Workflow

- Can be triggered when Process Reactivated, Process Applied, Process Abandoned and Process Completed.

DEMO

1. Drag the workflow into the stage.

2. Under the Stage, select the workflow component. After that select the trigger point as Stage Entry.

3. Create a Workflow.

• Update opportunity description.
• Workflow must set as on demand workflow. Else you will not able to see the workflow in BPF Designer.
• In this demo, we will remove the trigger point from the workflow, so that we can understand more how is the workflow get trigger.

     

4. Repeat the Step 1 to Step 4, but remember to change the trigger point to Stage Exit. Final result as below.

5. Now let's create an opportunity. As the result shown as below , the description was updated as " Stage Entry".

6. Let's move to next stage.As the result shown as below , the description was updated as " Stage Exit".

  

7. Drag the workflow into the Global Workflow and Remove all the Stage workflow.

 

8. Create 4 workflows by repeating the Step 2 to Step 3. Final Result as below.

 

9. Now let's create an opportunity As the result shown as below , the description was updated as " Process Applied".

10 . Let's remove the description and switch the process to another BPF, and switch back, The description is not get updated.

11. Now let's finish the BPF. As the result shown as below , the description was updated as " Process Completed".

12 . Now let's reactivate the BPF. As the result shown as below , the description was updated as " Process Reactivated".

13. Now let's abandon the BPF. As the result shown as below , the description was updated as " Process Abandoned".

Now you should know, how the workflow get trigger when using the trigger point within BPF.

I hope this will help you to understand more about the new workflow feature within BPF in Dynamics 365 and Happy CRM-ing.