Specify Default Process Flow
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 order of the business process flows.
Does the action achieve your objective?
Answers
Explanations
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A. B.A.
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/business-process-flows-overviewYes, configuring the order of the business process flows can achieve the objective of specifying the default process flow in Dynamics 365 for Customer Service.
In Dynamics 365 for Customer Service, business process flows (BPFs) are used to standardize the steps taken to complete a process. Each BPF consists of stages that represent different steps in the process. When a user creates a record, they can select the appropriate BPF to guide them through the process.
To specify the default process flow, you need to configure the order of the business process flows. The default process flow is the first one in the list of BPFs. This means that when a user creates a record and does not specify a BPF, the default process flow is automatically applied.
To configure the order of the BPFs, follow these steps:
- Navigate to Settings > Customizations > Customize the System.
- Expand Entities, and then select the entity that you want to configure.
- Select Business Process Flows, and then select the BPF that you want to set as the default.
- Drag the BPF to the top of the list to set it as the default process flow.
After you have completed these steps, the selected BPF will be the default process flow for the entity. When a user creates a record and does not specify a BPF, this default process flow will automatically be applied.
Therefore, the answer to the question is A. Yes, configuring the order of the business process flows can achieve the objective of specifying the default process flow in Dynamics 365 for Customer Service.
