Business Process Flow

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The business process flow feature allows you to make certain business processes available on mobile CRM app. It is only available on Microsoft Dynamics CRM 2013 or later.

Configure in Woodford

  1. Select Process Flow from the Project menu of Woodford to enable business process flows in your app projects.
  2. Check the process flows that you want to enable.
  3. Click Validate Process to verify that the entity fields used by the process are enabled in your mobile projects; or click Validate All Processes to perform the check for all processes.
  4. If the check shows errors (a list of unavailable fields), click Enable Process Fields to enable them.
  5. When the Report column shows OK for all processes that you want to use, click Save.

Use in the app

In the Resco Mobile CRM app, the business process flows are visualized as an additional tab, where it can be followed.


See how to localize the strings.

Offline mode

We recommend using business process flows-related features in Resco apps in online mode. The offline mode restricts some functions. Most notably, you have to synchronize the app after each stage transition.

The way business process flows (BPF) are implemented in Dynamics CRM prevents applications from working with BPF in offline mode. It is because BPF can have multiple threads and if you go through more than one stage change before save and sync in offline, BPF does not know which path you went (even if the BPF is as simple as possible). Therefore, going through your steps one by one is basically the only way how you can use BPF in offline mode. If you progress through multiple stages while offline, you might encounter an error during synchronization: Invalid stage transition. Transition to stage {0} is not in the process active path.

See also