Dynamics 365 provides amazingly powerful tools for tracking business processes step-by-step, initiating stage-dependent actions, and maintaining strong relationships with clients. Dynamics 365 even comes with a handy drag-and-drop interface for creating and changing Business Process Flows, allowing enormous control over a business’s moving parts. Like any program, this process-creating function places some boundaries on what can go into a process.
Five’s The Limit On Entities
A process sometimes requires or benefits from the use of more than one entity. However, a single process can only “span across” up to five entities, though they don’t necessarily need to relate to one another. Each stage in a process works with an entity type. So, for example, if a process contains ten stages, those stages can only pertain to a total of five entities. Perhaps 3 stages regard Account entities, 2 stages to Opportunity entities, 1 to the PhoneCall entity, 4 to AccountManager entities, and 1 more to a Lead entity. Be careful, too, because when attempting to create stages belonging to a sixth or more entity type, Dynamics won’t warn the user until they try to save, popping up with the message below. If a job requires more than 5 entities, it’s likely the design might benefit from being broken up into more focused processes.
Five’s The Limit On Decision Tree Depth… Kind of
During almost any process, decisions must be made and/or conditional events must be considered. “Is such-and-such allowed?” “Did they show up or not?” In designing a process in Dynamics 365, this is represented by adding a Condition component to the process map. Conditions can only resolve in two ways, a “positive” route and a “negative” route. As of now, there can only be five conditions in a given branch in any “positive” route. However, a process will support any number of conditions in “negative” routes. It’s a little confusing. If your process requires more than 5 conditions, you may need to break it up into more processes.
Some Conditions Apply… To Conditions
A Condition component must “ask a question” answered within the Data Steps of the Stage immediately preceding the Condition. Within a Condition, the Process creator can combine multiple AND or OR statements to create the rule, but the two operators cannot be used together. This means that a complex decision point in a Process—one requiring a combination of ANDs and ORs—will likely require some combination of multiple Condition components.
30 Stages, 30 Steps Each
There can be only 30 stages total in a single process. A lot can be accomplished in 30 stages, but the limitation is important to keep in mind. For reference, the out-of-the-box process, “Lead to Opportunity Sales Process,” has only four stages and twenty steps split between them. It would have to be a truly massive and complex process to come close to facing the 30-30 roof.
In all likelihood, only enormously complex edge cases will encounter the limitations of Business Process Flows in Dynamics 365. Dynamics 365 remains an incredibly useful tool for client-based operations.