Use phases to divide a value chain into a high-level grouping of the processes by function or purpose. Phases represent logical parts of the end-to-end flow.

Add a business process of type Phase to a business process of type Value chain.


Standard procedure

1. Click Business process modeling.
2. Click the Business processes tab.
3. Click Edit hierarchy.
4. In the tree, select 'a node of type Value chain'.
5. Click New.
6. Fill in the fields on the New tab of the dialog.
  In the Name field, type a value.
7. Check if the type is 'Phase'.
8. In the Area field, enter or select a value.
9. You can use categories to link business processes to a specific purpose. So, in one solution, you can combine business processes for several purposes. Purposes can be, for example, training, user assistance, RSAT (Remote server administration tool), or security.
For each business process, you can define to which categories it belongs. You can use business process categories to:
- Publish a subset of business processes to a business process library in Lifecycle Services.
- Record or play task guides in another D365 FO environment. On a category, you can define a connection to another D365 FO environment.
  In the Category field, enter or select a value.
10. Click OK.

Notes

You can also cut/copy and paste a business process. To do so, select a business process and in the Hierarchy pane, click Tools, Cut or Copy. Select another business process and click Tools, Paste.

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