Microsoft Previews Task Flows in Dynamics CRM 2016: Guided User Experiences for Mobile

More closed deals is a business goal that an entire organization can get behind. And Microsoft Dynamics CRM features business process flows to help companies formalize the way they take the clients all the way from first contact through the sale.

But what about the user-level goals and processes that go into making a sale (e.g., follow-up calls, meetings with prospects, writing proposals)? Can those be mapped and represented as processes in Dynamics CRM? Currently, the answer is no, but that could be changing soon.

Users and admins are looking for ways to find the fields they need at any stage of an opportunity, and they don't want to apply the typical forms-based approach from the desktop to a mobile interface. The solution is user-level task flows, currently in preview for Dynamics CRM 2016. (In past reporting on CRM 2016, we had referred to them as "mini productivity apps") Beth Steinke-Jester, a Dynamics CRM program manager with Microsoft, introduced task flows on the Dynamics CRM Team Blog. She elaborated for MSDynamicsWorld on the differences between business process flows and task flows.

"Task flows are a subcategory of business process flows. If you think of a business flow as the business goal, the task flow is the user goal that helps move forward toward the business goal...We take a lot to heart from educated users and admins, and both gave us the feedback that a very focused user experience on mobile is highly desirable," ...