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I have created a "project"-entity Business Process Flow in MS Dynamics 365 Visual Process Designer. How do I now output it into a live project interface which users would interact with? I get the sense this can either be done in Sales-> Opportunities or Project Service Automation -> New Project but no areas I see seem to mention my active business flow to output from.

Screen of activated project process I created

Other Microsoft resources (examples linked below) describe the Process creation steps fully but skip the "export" step and immediately drop into the live project interface.

Example output to project live project interface I want to output my process to, given by Hitachi

Research links:

A: https://technet.microsoft.com/library/mt826697.aspx

B: https://technet.microsoft.com/library/dn531067.aspx

C: https://us.hitachi-solutions.com/blog/dynamics-365-roadmap-a-complete-guide-to-dynamics-365-business-process-flows/

D: https://learn.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-business-process-flow

Sunil
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WutangCreative
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1 Answers1

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Partial answer to my own question ... after I deactivated all the other default "project"-entity processes (specifically the standard "Project Phases" process), Dynamics Project Service automatically chose my active custom process when I created a new project.

It seems odd that only one active process per entity type is allowed, and there are no choices for user to output from other templates.

WutangCreative
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