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

Review business definitions
Activity Flow

Review or set up the business-related definitions that are available to the relevant solutions.

Architect Architect Set up areas Set up areas Use areas to classify phases, processes, activities, roles and other business model elements at a high level according to, for example, purpose, required skills, knowledge, and resources. The area is represented visually with color coding by function. For example, all green objects are related to the Sales area. Examples of areas are: Sales, Marketing, Finance, Operations, Production, Support, IT, and HR. Procedure 1. Click Business process modeling. 2. Click Areas. 3. Click New. 4. In the Area field, type a value. 5. In the Reference field, type a value. 6. In the HTML color code field, enter or select a value. 7. Click Save. 8. Close the page. Set up goals Set up goals Use goals to define various business objectives, project goals, or compliance requirements.You can use goals that are: Measurable: Measurable goals are also known as performance goals. Measurable goals set a quantifiable objective for the activities performed within a business domain and metrics can be used to monitor progress towards these goals.Non-measurable: Non-measurable goals are strategic in nature and express high-level objectives for the business, although not quantifiable. Procedure 1. Click Business strategy. 2. Click Goals. 3. Click New. 4. In the Goal field, type a value. 5. In the Reference field, type a value. 6. In the Type field, select an option. 7. In the Description section, enter a description of the goal. 8. Close the page. 9. Close the page. Set up metrics Set up metrics Use metrics and KPIs to measure whether a goal is achieved or not.  You can use metrics, for example, to measure sales volume, number of new customers in a week, or amount of waste.You can set up metrics for these types: MetricKPI Procedure 1. Click Business strategy. 2. Click Metrics. 3. Click New. 4. In the Metric field, type a value. 5. In the Reference field, type a value. 6. In the Type field, select an option. 7. In the Description section, enter a description of the metric. 8. Close the page. 9. Close the page. Start Start Set up concepts Set up concepts Use concepts to explain general concepts like, for example, best practices, common standards, principles. You can link these concepts as see also topics to business processes. Procedure 1. Click Business process modeling. 2. Click Concepts. 3. Click New. 4. In the Concept field, type a value. 5. In the Reference field, type a value. 6. In the Area field, enter or select a value. 7. Click Save. 8. Close the page. Set up categories Set up categories 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. 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. 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. End End

Activities

Name Responsible Description

Set up areas

Architect

Use areas to classify phases, processes, activities, roles and other business model elements at a high level according to, for example, purpose, required skills, knowledge, and resources.

The area is represented visually with color coding by function. For example, all green objects are related to the Sales area.

Examples of areas are: Sales, Marketing, Finance, Operations, Production, Support, IT, and HR.

Set up goals

Architect

Use goals to define various business objectives, project goals, or compliance requirements.

You can use goals that are:

  • Measurable: Measurable goals are also known as performance goals. Measurable goals set a quantifiable objective for the activities performed within a business domain and metrics can be used to monitor progress towards these goals.
  • Non-measurable: Non-measurable goals are strategic in nature and express high-level objectives for the business, although not quantifiable.

Set up metrics

Architect

Use metrics and KPIs to measure whether a goal is achieved or not.  You can use metrics, for example, to measure sales volume, number of new customers in a week, or amount of waste.

You can set up metrics for these types:

  • Metric
  • KPI

Set up concepts

Architect

 		Use concepts to explain general concepts like, for example, best practices, common standards, principles. You can link these concepts as see also topics to business processes.

Set up categories

Architect
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.

Activities

Name Responsible Description

Set up areas

Architect

Use areas to classify phases, processes, activities, roles and other business model elements at a high level according to, for example, purpose, required skills, knowledge, and resources.

The area is represented visually with color coding by function. For example, all green objects are related to the Sales area.

Examples of areas are: Sales, Marketing, Finance, Operations, Production, Support, IT, and HR.

Set up goals

Architect

Use goals to define various business objectives, project goals, or compliance requirements.

You can use goals that are:

  • Measurable: Measurable goals are also known as performance goals. Measurable goals set a quantifiable objective for the activities performed within a business domain and metrics can be used to monitor progress towards these goals.
  • Non-measurable: Non-measurable goals are strategic in nature and express high-level objectives for the business, although not quantifiable.

Set up metrics

Architect

Use metrics and KPIs to measure whether a goal is achieved or not.  You can use metrics, for example, to measure sales volume, number of new customers in a week, or amount of waste.

You can set up metrics for these types:

  • Metric
  • KPI

Set up concepts

Architect

 		Use concepts to explain general concepts like, for example, best practices, common standards, principles. You can link these concepts as see also topics to business processes.

Set up categories

Architect
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.
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