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MS Dynamics 365业务流程可视化设计器输出

[英]MS Dynamics 365 Business Process Flow Visual Designer Output

原文 2018-01-25 02:43:30 1 1 entity/ dynamics-crm/ microsoft-dynamics/ dynamics-365/ visualdesigner

I have created a "project"-entity Business Process Flow in MS Dynamics 365 Visual Process Designer. 我已经在MS Dynamics 365 Visual Process Designer中创建了一个“项目”实体业务流程。 How do I now output it into a live project interface which users would interact with? 现在如何将其输出到用户将与之交互的实时项目界面中？ 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. 我认为这可以通过“销售”->“机会”或“项目服务自动化”->“新项目”来完成，但是我看不到任何地方提到我要从中输出的活跃业务流程。

我创建的已激活项目流程的屏幕

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. 其他Microsoft资源（下面链接的示例）完全描述了流程创建步骤，但是跳过了“导出”步骤，并立即进入实时项目界面。

输出到项目实时项目接口的示例，我想将我的过程输出到，由日立提供

Research links: 研究链接：

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

B: https://technet.microsoft.com/library/dn531067.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/ C： https ： //us.hitachi-solutions.com/blog/dynamics-365-roadmap-a-complete-guide-to-dynamics-365-business-process-flows/

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

1 个解决方案

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. 对我自己的问题的部分答案...在停用所有其他默认的“项目”实体过程（特别是标准的“项目阶段”过程）后，Dynamics Project Service在创建新项目时会自动选择我的活动自定义过程。

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. 奇怪的是，每个实体类型只允许一个活动进程，并且用户没有其他模板输出的选择。