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.
Standard procedure
| 1. |
Click Business process modeling. |
| 2. |
Click Categories. |
| 3. |
Click New. |
| 4. |
In the Category field, type a meaningful name for the category. |
| 5. |
If for the category remote task recording is required, define the connection to the remote D365 FO environment. |
| |
In the Connection field, enter or select a value. |
| 6. |
In the Description section, describe the purpose of the category. |
| 7. |
Close the page. |
| 8. |
Close the page. |