Consulting Services
Dynamics Business Process Management
Why manage Business Processes in Dynamics?
​
Dynamics has been renowned for its excellence at managing business processes, and has undergone a constant evolution from its original name "CRM" (Customer Relations Management) to its popular nickname "xRM" (Anything Relations Management) and now to its rebranded name of Dynamics 365.
​
Throughout that evolution, its core workflow engine and user interface has been refined and remodeled, culminating in this year's Dynamics 2019, available both on-premises and as a cloud-based service.
Business processes in Dynamics enjoy the benefits of a long legacy in business process management. The powerful core engine and intelligent updates and innovations mean that a decision to build a business process in Dynamics puts that process on an excellent, future-oriented foundation.
​
Dynamics processes have extensive integration with both Microsoft's Office 365 suite of products, and also with a massive ecosystem of third-party tools and services.​
What can we do with Dynamics Business Processes?
Business processes in Dynamics nearly always revolve around forms and the 'Business Process Flow', a tool for organizing and tracking progression on a process. Dynamics Business Process Flows provide a direct visual interface for seeing the status of your business process and what is required for it to advance.
A simple example of a Business Process Flow in Dynamics 365.
You can add unlimited fields and stages to suit your process.
The most direct benefit of managing a Business Process in Dynamics the ability to quickly identify the next steps for a process, directly from the Business Process Flow (seen above). A business process hosted in Dynamics can act as a guide or 'training wheels' for new hires to adopt core business procedures.
​
We can also place Actions directly into the Business Process Flow, which are buttons that users can click to execute workflows to perform automated actions. For instance, for generating a DocuSign envelope for approvals, or sending a standard email out with information gleaned from the Dynamics record. At the click of a button, users can manually execute workflows to perform standard actions. These are fantastic for accelerating standard work processes, which would otherwise be repetitive and time-consuming for workers.
Another common scenario is the management and linking of processes with sub-processes. For instance, a main process may branch out into multiple sub-processes, each of which may progress independently from the main process and from each other sub-process. The sub-processes may join again with the main process for a required stage later on in the process, and the processes can refer to each others' data.
​
Dynamics is a powerful platform to simplify and accelerate business processes, as well as provide intelligent overviews of data.