You can use groups to structure the processes in a phase or a supporting process. Usually, you use groups to group processes that have a similar purpose or are done by similar roles. However, you can use them to provide any structure.

Add a group to these types of business processes:

  • Phase
  • Group
  • Supporting processes


Standard procedure

1. Click Business process modeling.
2. Click the Business processes tab.
3. Click Edit hierarchy.
4. In the tree, select 'a node'.
5. Click New.
6. Fill in the fields on the New tab of the dialog.
  In the Name field, type a value.
7. In the Type field, select 'Group'.
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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