1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Flows

Design business process hierarchy
Activity Flow

Design the business process hierarchy of your solution. The business process hierarchy reflects the generic business processes for a typical target company for your solution. In the business process hierarchy, you can use these types of nodes:

  • Value chain
  • Supporting processes
  • Phase
  • Group
  • Process
  • Scenario
  • Activity

Notes

This flow represents the advised sequence in which the business process hierarchy is designed. If required, you can of course design the business process hierarchy in another sequence.

Business analyst Business analyst Add value chain Add value chain Use a value chain to group a chain of processes and activities to be executed in the business solution to reach the goals of the business solution. Link a business process of type Value chain to the root node in the business process hierarchy. Procedure 1. Click Business process modeling. 2. Click the Business processes tab. 3. Click Edit hierarchy. 4. Click New. 5. In the Name field, type a value. 6. In the Type field, select 'Value chain'. 7. In the Area field, enter or select a value. 8. In the Category field, enter or select a value. 9. 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. Add phases Add phases 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. 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. 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. 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. Add supporting processes Add supporting processes You can use a business process of type Supporting processes to group processes that are not part of the main process in the business solution. A supporting process is required to be able to do the main processes. Examples of supporting processes are: HRM and IT. Add a business process of type Supporting processes is to the root node in the business process hierarchy. Procedure 1. Click Business process modeling. 2. Click the Business processes tab. 3. Click Edit hierarchy. 4. Click New. 5. In the Name field, type a value. 6. In the Type field, select 'Supporting processes'. 7. In the Area field, enter or select a value. 8. In the Category field, enter or select a value. 9. 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. Start Start Add process groups Add process groups 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 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. 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. 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. Add processes Add processes Use a business process of type Process to define the process and the related flow to be done. Add a business process of type Process to these types of business processes: Phase Group Process Supporting processes Procedure 1. Click Business process modeling. 2. Click the Business processes tab. 3. Click Edit hierarchy. 4. Sub-task: Add new process. 5. In the tree, select 'a node'. 6. Click New. 7. In the Name field, type a value. 8. In the Type field, select 'Process'. 9. In the Area field, enter or select a value. 10. In the Category field, enter or select a value. 11. In the Description field, you can type a value. 12. Click OK. 13. Sub-task: Add process for existing flow. 14. In the tree, select 'a node'. 15. Click New. 16. Click the Flow tab. 17. In the list, find and select the desired flows. 18. Click OK. Notes If you use sub-flows in a flow, you can consider to add these sub-flows as child business processes to the business process hierarchy.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. Add scenarios Add scenarios Use a business process of type Scenario to define a scenario for a process. A scenario can be, for example, a specific route through an existing flow. Add a business process of type Scenario to a business process of type Process to which a flow is assigned. As a result, the flow is also added to the added scenario business process. 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 Process with a flow assigned'. 5. Click New. 6. In the Name field, type a value. 7. If you add a scenario to a Process node, the default type is Scenario. Check if the type is set to Scenario. 8. In the Area field, enter or select a value. 9. In the Category field, enter or select a value. 10. In the Description field, you can type a value. 11. 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. Add activities Add activities Use a business process of type Activity to add an activity directly to the business process hierarchy. Add a business process of type Activity to a business process of type Process. Procedure 1. Click Business process modeling. 2. Click the Business processes tab. 3. Click Edit hierarchy. 4. Sub-task: Add new activity. 5. In the tree, select 'a node of type Process'. 6. Click New. 7. In the Name field, type a value. 8. In the Type field, select 'Activity'. 9. In the Area field, enter or select a value. 10. In the Category field, enter or select a value. 11. In the Description field, you can type a value. 12. Click OK. 13. Sub-task: Add existing activity. 14. In the tree, select 'a node of type Process'. 15. Click New. 16. Click the Activity tab. 17. In the list, find and select the desired activities. 18. 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. End End

Activities

Name Responsible Description

Add value chain

Business analyst

Use a value chain to group a chain of processes and activities to be executed in the business solution to reach the goals of the business solution.

Link a business process of type Value chain to the root node in the business process hierarchy.

Add phases

Business analyst

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.

Add supporting processes

Business analyst

You can use a business process of type Supporting processes to group processes that are not part of the main process in the business solution. A supporting process is required to be able to do the main processes. Examples of supporting processes are: HRM and IT.

Add a business process of type Supporting processes is to the root node in the business process hierarchy.

Add process groups

Business analyst

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

Add processes

Business analyst

Use a business process of type Process to define the process and the related flow to be done.

Add a business process of type Process to these types of business processes:

  • Phase
  • Group
  • Process
  • Supporting processes

Add scenarios

Business analyst

Use a business process of type Scenario to define a scenario for a process. A scenario can be, for example, a specific route through an existing flow.

Add a business process of type Scenario to a business process of type Process to which a flow is assigned. As a result, the flow is also added to the added scenario business process.

Add activities

Business analyst

Use a business process of type Activity to add an activity directly to the business process hierarchy.

Add a business process of type Activity to a business process of type Process.

Activities

Name Responsible Description

Add value chain

Business analyst

Use a value chain to group a chain of processes and activities to be executed in the business solution to reach the goals of the business solution.

Link a business process of type Value chain to the root node in the business process hierarchy.

Add phases

Business analyst

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.

Add supporting processes

Business analyst

You can use a business process of type Supporting processes to group processes that are not part of the main process in the business solution. A supporting process is required to be able to do the main processes. Examples of supporting processes are: HRM and IT.

Add a business process of type Supporting processes is to the root node in the business process hierarchy.

Add process groups

Business analyst

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

Add processes

Business analyst

Use a business process of type Process to define the process and the related flow to be done.

Add a business process of type Process to these types of business processes:

  • Phase
  • Group
  • Process
  • Supporting processes

Add scenarios

Business analyst

Use a business process of type Scenario to define a scenario for a process. A scenario can be, for example, a specific route through an existing flow.

Add a business process of type Scenario to a business process of type Process to which a flow is assigned. As a result, the flow is also added to the added scenario business process.

Add activities

Business analyst

Use a business process of type Activity to add an activity directly to the business process hierarchy.

Add a business process of type Activity to a business process of type Process.
Related to Notes

Design business process hierarchy

 		 

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