We found a major issue with Unified Interface Business Process Flows. Don’t know if it can be termed as a Bug, but had to make the title catchy 😀
Description- Following are the details:
- BPF Name: Phone to Case Process
- Stage: Resolve
- Field: Resolve Case (Clicking this field opens the case resolution form)
- Field Values: Mark Complete and Closed
Web Client/Classic UI Behaviour
Following screenshot is from classic UI
Clicking on ‘Resolve Case’ opens the case resolution form, as shown below:
Unified Interface Behaviour
All fields on BPF appear except for ‘Resolve case’ which means you have to the “RESOLVE CASE” button on ribbon.
Alternative: Create a custom field, option set or two options until Microsoft fixes this issue. Trigger the “RESOLVE CASE” button action on change of your custom field.
Note: I did read Dynamics 365 for Customer Engagement Readme But it talks about limitations of Action Steps of BPF and not Data Steps of BPF.
Hope Microsoft will fix it soon.
#D365 #Dynamics365 #CRM # MSCRM #BusinessProcessFlow #Bug #Microsoft