Graphical user interface, text, application, email Description automatically generated

Box 1: Business Process

Scenario: If a sales representative submits a status report and assigns the At Risk status to a process, the app must prompt the sales representative to enter a detailed description for the risk. This information must be emailed to the regional manager.

Business process flows provide a guide for people to get work done. They provide a streamlined user experience that leads people through the processes their organization has defined for interactions that need to be advanced to a conclusion of some kind. This user experience can be tailored so that people with different security roles can have an experience that best suits the work they do.

Box 2: Common Data Service when a record is created

The Microsoft Dataverse (Common Data Service) connector provides the following triggers to help you define when your flows start:

When a row is created, updated, or deleted

When an action is performed

When a flow step is run from a business process flow

Box 1: 1:N

Scenario: A sortable listing of all in-process jobs from the Job Setup table, by customer, start date, and product.

Box 2: User or Team owned

Scenario: Employees must only be able to access their own time tracking records from the app.

User or team: Data belongs to a user or a team. Actions that can be performed on these records can be controlled on a user level.