Task flows are a new way of interacting with Microsoft Dynamics CRM, allowing users to focus completely on the work at hand. With this new type of business process flow, you can easily create guided interactions for your CRM users, giving them experiences with just the information they need so they can get their work done quickly and efficiently. If your users need to update information from multiple records to complete a work item, or their next action depends on what they did last or the state of one of the records they are working on, then task flows may be able to provide a better experience for your users.
Out of the box, we're providing three experiences to help get you started. These are best used as templates to make your own custom experiences that are targeted to your users and your business needs.
For an in-depth walkthrough, see Creating and customizing task flows.
There are now two types of business process flows: business flows, and task flows. Business flows, which have been available for some time, are best used for tracking larger processes, those that drive the business goals forward and are commonly available to all users of the same role in the organization. Task flows are best used for helping users accomplish individual smaller goals, which can help move forward the larger business processes. As an example, if you have a business flow that’s tracking an opportunity through sales stages, you can have corresponding task flows that help your users to make solid progress toward drafting the proposal or otherwise advancing the opportunity to the next stage.
There are currently a number of differences between the two types of business process flows:
Task flows are available as a preview feature, for customers using Microsoft Dynamics CRM Online 2016 Update. Users can launch the experiences through the Dynamics CRM mobile app, on their choice of supported Windows, iOS, or Android device. To enable this feature you will need to go into Settings, in the Previews tab, where after you have accepted the terms, you will be able to toggle task flows and enable for your organization.
For more information about preview features, see What are preview features and how do I enable them?
For more information about task flows, see Preview feature: Create a new task flow.
To install the latest CRM for phones and tablets app, click on the links in Install CRM for phones and tablets.
Beth Steinke-Jester | LinkedIn