Flowcharts in Business process modeler (BPM)

Important

Flowchart diagrams in Business process modeler have been deprecated. To learn more about the deprecation, see Flowchart diagrams in Business process modeler.

You can use Business process modeler in Microsoft Dynamics Lifecycle Services (LCS) to define and store business process flowcharts for an organization. This topic explains how you can view the default connected flowcharts, export a connected flowchart as a Visio file, and upload and view unconnected flowcharts.

  • Connected flowcharts are the automatically generated flowcharts based on data recorded in Task recorder and uploaded to Business process modeler, this also includes the process steps from the task recording.
  • Unconnected flowcharts are uploaded directly from Visio.

View a connected flowchart

Default connected flowcharts are available for many nodes in the industry-standard libraries. You can view a connected flowchart to determine whether it meets your needs.

To view a connected flowchart, follow these steps:

  1. Sign in to Lifecycle Services, open a project, and then click Business process modeler.

  2. In the Project libraries section, select a library to display it.

  3. Expand the business process library and then click a library node that has a flowchart icon associated with it: Flowchart BPM topic1

    The flowchart is displayed. Each activity in the process is represented by a shape in the diagram. Process steps are displayed in the right pane.

Export a flowchart as a Visio file

You can export a business process model flowchart to a Visio file.

  1. Sign in to Lifecycle Services, open a project, and then click Business process modeler.
  2. In the Project libraries section, select a library to display it.
  3. Expand the library and then select any library node that has a flowchart icon associated with it.
  4. From the Overview pane, select Diagram to view the flowchart.
  5. From the flowchart tab, click Export to save as a Visio file.

Unconnected flowcharts

Unconnected flowcharts, such as a Visio diagram, can be very helpful for describing high-level business processes that are performed outside of the Finance and Operations apps.

Upload an unconnected flowchart

  1. In the Project libraries section, select a library to display it.
  2. Expand the library and then click any library node that has a flowchart icon associated with it.
  3. From the Overview pane, select Diagram.
  4. From the Visio tab, click Upload to upload a Visio file.

Note

If you have uploaded the wrong file, you can delete the existing one, and upload a new one to replace it.

Note

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