Visibility of the BPF is controlled via security and Apps so users will only see and use the BPF that is relevant to them.īusiness Process Flows look very different in the new interface. You can have many BPFs per entity and then can span across multiple entities, they also can accommodate branching scenarios, action steps and trigger workflows. Admins can easily add, remove, or reorder steps in the business process flows to best fit business processes. Each step in the process can include multiple stages or tasks that can be customized by the CRM admin. There are stock BFPs that come with the system, but it is easy to re-configure those or create new ones. They visually showcase the current stage of a sales, marketing, or service process. It’s roadmap or guide for a business process.
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In case you’re unfamiliar with Business Process Flows (BPFs), let’s review them and if you already know all about them then feel free to skip to the next paragraph to learn about how they have changed.īPFs within Dynamics 365 CRM help to ensure that all users enter data consistently and follow the same steps within the system. Business Process Flowsīusiness Process Flows have been around since 2013 but this is the first time they have received a major facelift.
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Learn more about how to create a model driven app. Click on the drop-down carrot next to “Dynamics 365” to check out the apps in your system! You could have a mix of apps and it is possible to have a hybrid experience where a user switches between the new interface and classic interface. Apps are set up to render in either the Unified Interface or classic web interface. You can build your own apps or use the apps that are native to the system. That user could have privileges and access to both the marketing and sales role centers. An example would be the manager of your sales and marketing department. You can assign one or more roles to a user. The apps that the user can access are controlled by security roles. This means when you bring on a new sales team member, their CRM instance is automatically configured to what is important to a sales person. You can streamline the navigation, the forms, the views, etc. An app allows you to control what the user sees and uses in the system. Views and experiences can now be customized based on specific roles and users. This is no longer a concern personal views can be easily set up that allow each user to see the charts, recently accessed records, and other information important to that person immediately upon sign-in. When the new UI first was released one of the reasons why users didn’t want to move to it was that you couldn’t create and use personal views created via Advanced Find. That is easy to do! Click on the Gear > Advanced Settings. One common question we’ve been getting about this new interface is “How do I get to customizations or settings?”. Keep reading to learn more about those features. Task Flow and Relationship Assistant have been added. You’ll also see that there are some new icons on the top right on the screen. Recently viewed and your pinned or “favorite” records have also move to the top of the left navigation bar. Users no longer have to search through multiple menu layers to find the information they’re looking for.
Navigation in the new UI has moved from a ribbon at the top, to a navigation bar along the left-hand side of the screen. We’ve been waiting for the quick create to work for Activities, and it finally does! The new quick create opens on the right-hand side of the screen. Overwhelming feedback from users that have switched to the new interface is that it’s cleaner and easier to use! Additionally, the clutter reduction, white space reduction, and reflow make the system easier to view and use. Users now have the ability to use tabs and the quick create has been improved to allow for quicker input of information. The form updates help users navigate the system and find information faster than ever. Form UpdatesĬurrent D365 users will see an immediate difference in the look and feel of the new user interface. We’ve dug deep into the new UI and have highlighted the top new features and updates that we think will improve your daily experience with the system and help you accomplish tasks more efficiently. Companies that are currently using Dynamics 365 for Customer Engagement (CRM) are quickly making the transition to the Unified Interface (UI) – Microsoft’s new user experience and interface.
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