Using the Microsoft Dynamics CRM for business process flow development provides those working within your company with clarity around business functions. That way, there’s no confusion about what should happen at each step. In addition, workers gain a sense of ownership over the role they perform, improving engagement and helping them feel more satisfied.
Other benefits of designing a business process flow diagram for your core organizational functions include:
A well-designed business process flow makes for an excellent addition to training materials provided to new employees. They help answer workers' questions about the correct way to handle a task. Because of that, companies can cut down on the time it takes to get new employees up to speed about their new roles.
Poor communication can lead to high-stress levels among employees. Dynamics 365 includes functionality that allows team and organizational collaboration while creating a business process flow diagram. That way, everyone gets the chance to provide essential input into the correct way to perform a business process.
Industries like healthcare and finance are subject to local, state, and federal regulations. With Dynamics 365 business process flow branching, you can develop business rules that ensure employees comply with all guidelines and corporate policies. Because Dynamics 365 flow diagrams let you map out every step, this ensures that your company has documentation around all compliance standards.
Before users can use Dynamics 365 to create business process flow diagrams, they must have access granted within a security role.
Once users have permission, they can begin creating a business process flow diagram.
Below are the steps to take if you need to outline progress from one stage to another while working with a Dynamics 365 business process flow diagram.
To see the steps in a stage, go to the Details section in the lower-right corner of the current stage. You can add more steps by dragging a Step component from the Components tab.
In addition, you can set properties for each step by going to the Properties tab. Here, you can select Required if you wish to force users to complete a specific field before moving on to the next step in a business process.
The following steps allow you to add a condition during Dynamics 365 business process flow branching.
Below are the steps to build a workflow within Dynamics 365.
If you need to edit a business process flow diagram in Dynamics 365, go to your solution explorer, then select Processes. Select your business process flow from the list of available items. Once you choose a business process flow, it should open in your designer. From there, you can make updates as needed.
Eliminate confusion around critical organizational functions by using Dynamics 365 for your business process flow diagram needs. Internet eBusiness Solutions helps companies leverage their Microsoft Dynamics 365 instance for maximum efficiency and profitability. Learn more about how we can help by setting up a consultation with one of our experts.