Run on-demand workflows in Microsoft Dynamics 365 for Customer Engagement UCI Apps
Introduction:
In this article, I will explain the steps to enable on-demand workflows [JG1] in Dynamics 365 for Customer Engagement’s Unified Interface. With the release of D365CE apps version 9.0, Microsoft has introduced a new user experience – UCI, Unified Client Interface, or Unified Interface – which uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation.
The Unified Interface brings an enriched experience to any client who is using it currently. And it is responsive enough to produce similar experiences on browsers, tablets or phones. Now I’ll show you one of the important capabilities needed to run on-demand workflows in a D365CE Unified Interface app.
Scenario
After clients are upgraded to D365CE V9, users are unable to use “classic app” functionality to run on-demand workflows[JG2] . This proves to be a showstopper since it encompasses routine tasks and is a much-needed feature.
Steps:
Below are steps to be performed for enabling on-demand workflows.
1. An admin user should enable the “Microsoft Flow” option for all the users.
a. Navigate to users in Office 365. Post the navigation [JG3] and open a specific user.
b. Enable the license for “Flow for Dynamics 365” in the D365 CE plan (shown in the screenshot below).
3. Enable settings to show Microsoft Flow in the sitemap.
a. Navigate to Settings è Administrator è System Settings by System Administrator Role User
b. Open Customization Tab and enable the Microsoft Flow option
4. Navigate to the entity, shown below, for Account access and open the account entity record.
a. Navigate to the Flow button on the ribbon and expand options. You will be able to view all on-demand workflows for the entity under the run workflow header.
Conclusion:
This process demonstrates how to enable Microsoft Flow settings on specific environments to allow users to run on-demand workflows in UCI apps for D365CE. I hope this demonstration can help to make these processes easier for your team.
