Business Process Modeller
Business process modeller is a tool to define the business process flowcharts for an organization, for the processes performed within or outside of Dynamics 365.
The Process Modeller comes with a range of predefined process flowcharts for processes within Dynamics 365, organized in a business process hierarchy, based on industry-standard processes as described by American Productivity & Quality Center (APQC). Each flowchart includes properties, security roles, detailed steps and a video, based on metadata from Dynamics 365. It is possible to view and modify the default flowcharts or create new process flowcharts.
The Process Modeller provides integration to Dynamics 365, so a specific task within Dynamics 365 ( ex. ‘Create Purchase Order’ below), can be opened from the the flowchart.
New process flowcharts can be created from within Dynamics 365 through the ‘Task Recorder’. Task Recorder is used in Dynamics 365 to create documentation for business processes, by recording the steps needed to fullfill the process (ex. ‘Purchase receipt’ ), and generate the artifacts that can be uploaded to Business process modeller. The result is a flowchart in Business Process Modeller of the recorded process that includes properties, security roles, detailed steps and a video that were created by Task recorder.
Who can use Business Process Modeller
The Business Process Modeller is a service within Microsoft Dynamics Lifecycle Services, which provides a cloud-based collaborative workspace that can be used to manage the Dynamics 365 application lifecycle from pre-sales to implementation and operations. Based on the phase of the project and the relevant industry in focus, the site provides checklists and tools that help manage the implementation project.
Lifecycle Services is available to customers and partners a part of their support plans. It’s free of charge for customers with an active BREP or SA plan. Access is granted through the CustomerSource or PartnerSource credentials.