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I have created a "project"-entity Business Process Flow in MS Dynamics 365 Visual Process Designer. How do I now output it into a live project interface which users would interact with? I get the sense this can either be done in Sales-> Opportunities or Project Service Automation -> New Project but no areas I see seem to mention my active business flow to output from.

Screen of activated project process I created

Other Microsoft resources (examples linked below) describe the Process creation steps fully but skip the "export" step and immediately drop into the live project interface.

Example output to project live project interface I want to output my process to, given by Hitachi

Research links:

A: https://technet.microsoft.com/library/mt826697.aspx

B: https://technet.microsoft.com/library/dn531067.aspx

C: https://us.hitachi-solutions.com/blog/dynamics-365-roadmap-a-complete-guide-to-dynamics-365-business-process-flows/

D: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-business-process-flow

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我自己的问题的部分答案......在我停用所有其他默认“项目”实体流程(特别是标准的“项目阶段”流程)后,Dynamics Project Service 在我创建新项目时自动选择我的活动自定义流程。

每种实体类型只允许一个活动进程似乎很奇怪,并且用户没有选择从其他模板输出。

于 2018-01-25T07:17:32.797 回答