Business Process Flow: Difference between revisions
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The '''business process flow''' feature allows you to make certain business processes available on mobile CRM app. It is only available on Microsoft Dynamics CRM 2013 or later. | The '''business process flow''' feature allows you to make certain business processes available on mobile CRM app. It is only available on Microsoft Dynamics CRM 2013 or later. | ||
== Configurate in Woodford == | |||
# Select '''Process Flow''' from the '''Project''' menu of [[Woodford]] to enable business process flows in your [[app projects]]. | # Select '''Process Flow''' from the '''Project''' menu of [[Woodford]] to enable business process flows in your [[app projects]]. | ||
# Check the process flows that you want to enable. | # Check the process flows that you want to enable. | ||
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# If the check shows errors (a list of unavailable fields), click '''Enable Process Fields''' to enable them. | # If the check shows errors (a list of unavailable fields), click '''Enable Process Fields''' to enable them. | ||
# When the '''Report''' column shows ''OK'' for all processes that you want to use, click '''Save'''. | # When the '''Report''' column shows ''OK'' for all processes that you want to use, click '''Save'''. | ||
== Use in the app == | |||
In the [[Resco Mobile CRM]] app, the business process flows are visualized as an additional tab, where it can be followed. | In the [[Resco Mobile CRM]] app, the business process flows are visualized as an additional tab, where it can be followed. | ||
[[Category:Woodford]] | [[Category:Woodford]] | ||
Revision as of 14:44, 11 July 2019
The business process flow feature allows you to make certain business processes available on mobile CRM app. It is only available on Microsoft Dynamics CRM 2013 or later.
Configurate in Woodford
- Select Process Flow from the Project menu of Woodford to enable business process flows in your app projects.
- Check the process flows that you want to enable.
- Click Validate Process to verify that the entity fields used by the process are enabled in your mobile projects; or click Validate All Processes to perform the check for all processes.
- If the check shows errors (a list of unavailable fields), click Enable Process Fields to enable them.
- When the Report column shows OK for all processes that you want to use, click Save.
Use in the app
In the Resco Mobile CRM app, the business process flows are visualized as an additional tab, where it can be followed.