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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.

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