Specify Default Process Flow for Dynamics 365 Customer Service Implementation

Configuring Steps of Business Process Flows

Question

You are employed as an administrator for your company's Dynamics 365 for Customer Service implementation.

Your company has several business process flows for managing contracts.

You want to specify the default process flow.

You configure the steps of the business process flows.

Does the action achieve your objective?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B.

B.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/business-process-flows-overview

Based on the given scenario, the objective is to specify the default process flow for managing contracts in Dynamics 365 for Customer Service implementation. The steps of the business process flows need to be configured to achieve this objective.

To specify the default process flow, follow the below steps:

  1. Navigate to Settings > Business Process Flows.
  2. Click on the process flow that needs to be set as the default.
  3. In the Process Flow Designer, click on the ellipsis (…) in the top-right corner and select Set as Default.

This action will achieve the objective of specifying the default process flow for managing contracts in Dynamics 365 for Customer Service implementation. Therefore, the answer is A. Yes, it does.