Processes in Dynamics 365 Customer Engagement — Lesson 2: Business Process Flow Configuration

Learning Objectives

• Create stages, steps, branching, tables, and required information
• Configure process order, security roles, activation, and solution components
• Design user guidance, validation, and handoff behavior

Detailed Topics

• Create stages: Create stages, steps, branching, tables, and required information
• Configure process order: Configure process order, security roles, activation, and solution components
• Design user guidance: Design user guidance, validation, and handoff behavior

Guided Demonstration

1. Review the requirement, environment, dependencies, roles, risks, and expected outcome.
2. Demonstrate the relevant configuration, analysis, code, or administration workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, or test evidence.
4. Compare the observed result with the stated acceptance criteria.

Hands-On Activity

Build and test a multi-stage business process flow.

• Document assumptions and the planned sequence before making changes.
• Complete the activity and preserve evidence of normal and exception behavior.
• Record issues, corrective actions, and reusable operational or development notes.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, permissions, data, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, support ownership, and user or business impact.

Validation Checklist

• The requirement and expected outcome are clear.
• The selected configuration, design, query, code, or process is documented.
• Normal, boundary, failure, security, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Business Process Flow Configuration in a realistic scenario and validate the result with documented evidence.