Rajeev Pentyala – Microsoft Power Platform

• “Task Flow” is a new feature available with CRM 2016 online update and is currently on preview mode.
• Task flows are targeted for phones or tablets.
• You can configure set of steps, where user perform day to day and package that as a ‘Task Flow’.
• “Task Flows” are somewhat similar to Dialog, which helps User with guided navigation of common tasks, but for Phone and Tablets.

In this article I am going to create a simple ‘Task Flow’ to capture Contact’s address along with a ‘Business Rule’.

Enable the preview feature:

• Task flows are a preview feature in CRM Online 2016 Update. So we need to first enable the feature.
• Go to Settings -> Administration -> System Settings -> Preview
• Agree the License terms and select the preview feature.

Enable Previews

• After enabling ‘Task Flow’ feature, you will get a new ‘Business Process Type’, if you choose ‘Business Process Flow’.

New Business Type

Create Task Flow

• Go to Settings -> Processes -> New -> ‘Business Process Flow’
• Select “Business Process Type”, “Run process as a task flow (Mobile only)”
• I selected entity as “Contact”
• I named my Task Flow as “Contact Address Capture Task”

Task Flow – Create a Task Flow

Configure your ‘Task Flow’

• As I want to capture my Contact’s Address details, I configured my ‘Task Flow’ with below fields.

Task Flow – Configure Fields To Be Captured

Configure ‘Business Rule’

• I want ‘Phone number’ mandatory, if my Contact does not specify ‘City’.
• So I configured the Business Rule as below

Task Flow – Business Rules

Save and Activate.

Check the ‘Task Flow’ on Mobile client

• Open the ‘Dynamics CRM Application’ on Mobile

Mobile-Welcome Screen

• You find an Icon on left corner, which shows all the available ‘Task Flows’

Task Flow Process Icon

• Click on the Icon and choose the “Contact Address Capture Task”.

Pick Task Flow

• Since “Task Flow” was configured on ‘Contact’ entity, I got ‘Contact’ search screen.

Search Contact

• I picked up the Contact which i want to update the Address details.
• It shows up the fields I configured along with ‘Business Rule’ (‘Phone’ become Required since ‘City’ is blank)

Configured Address Task Flow

• I provided the details and click ‘Done’ to save the details.

Capture the details

🙂