You are currently browsing the tag archive for the ‘Preview’ tag.

One of the new features made available in preview is the Task Flow functionality. This applies to creating logical business flows to execute on mobile devices (both phones and tablets). One example provided in the documentation is the post-meeting steps to be executed after a client meeting.

The official documentation is available at:

https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-feature-create-a-new-task-flow.aspx

As per the note, a preview feature is not to be used in production, as it might not only change, but it might contain incomplete features.

In order to enable preview features, you must be an administrator. Go to Settings > System Settings. Find the Preview tab all the way to the right.

clip_image002

Here make sure you check the agreement check box, and then switch the Task Flows for Mobile Preview radio button to Yes. Click OK when done.

The provided steps in the documentation demonstrate how to create a new flow. Observe the following change to the process flow creation:

clip_image003

Once the process flow is created, the configuration interface is very similar to any other process flow. You have the usual features, like adding fields, steps, branching, pages etc.

On the Task Flow Details section, once you expand it, you can set an image and a description.

The paging concept is similar to that of a classic Dialog, where we guide the user through several screens to get to a final point.

Branching works again just like with other processes, where conditions are set to dictate the correct path to follow.

clip_image005

Don’t forget to Save and Activate the new process. It will show up in your My Processes/All Processes view, depending on the owner you assign.

clip_image007

With the Task Flow activated, once you refresh the mobile application it will be available to use.

clip_image009

The refresh will take a short while. Once it’s done, since we created this task flow on the contact entity, let’s navigate to a Contact. We can trigger the newly created Task Flow by selecting the symbol at the bottom-left of the screen.

clip_image011

Observe the image we selected appears as the background for our Demo task Flow. Select this flow. It will take you through the following screens.

clip_image013 clip_image015

That same image is in each form header. The title shows up right on top, as defined for each form.

Enjoy!

Advertisements
Microsoft Business Solutions MVP

Reviewed Book

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Check out my Book

Microsoft Dynamics CRM 2016 Customization - Second Edition

Microsoft Dynamics CRM 2016 Customization - Second Edition

Check out my Book

Microsoft Dynamics CRM Customization Essentials

Microsoft Dynamics CRM Customization Essentials

Check out my Book

Microsoft Dynamics CRM 2011 Scripting Cookbook

Microsoft Dynamics CRM 2011 Scripting Cookbook

Reviewed Book

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 414 other followers

Follow TheCRMwiz on WordPress.com