From the Microsoft Dynamics 365/CRM Blogs: Two-option sets; Business Process Flow; Flow or Logic Apps?; Mobile data options

From this week's Microsoft Dynamics 365/CRM blogs:

• Use of Option Set or Two Options in a Business Process Flow
• How to make a business process flow driven form in Dynamics 365
• Do this, or this, or that-which process is right for when?
• Mobile options for Dynamics 365/CRM

Use of Option Set or Two Options in a Business Process Flow

On his Lost in thoughts of Microsoft Dynamics CRM blog, Ashish Mahajan wrote that business processes in Microsoft Dynamics 365 streamlines and creates a visualization of information flow through different stages:

Each stage combines "data steps" to reach a business decision to either move forward or backward. The data steps in a business process stage are fields used to capture information. Option sets and two options can be used as data steps.

However, you should only use two options (typically "Yes" and "No") if a data step isn't required in a stage of a business process stage. The problem with two options is that they can't have "unassigned value" as a default, Mahajan wrote. Still, one can move to the next stage based on a default that you select.

Mahajan demonstrates all this by creating two fields in Opportunity, in this case, for use as data steps to capture whether due diligence is done.

You can see his example here.

How to make a business process flow driven form in Dynamics 365

On the Magnetism blog, John Towgood wrote that a good way to walk users through a process step-by-step is with ...