Use activity diagrams with BPM

You can associate an activity diagram with a business process. Activity diagrams are used to describe how a business process or task is completed in a proposed software solution.

There are three types of activity diagrams:

  • Task recordings – Business processes that are associated with task recordings for Microsoft Dynamics 365 for Finance Operations, Enterprise edition, include activity diagrams and process steps that are automatically generated.
  • Microsoft Visio – You can associate a business process with a Visio diagram by manually uploading a Visio file.
  • User-defined – You can manually create or edit a Business process modeler (BPM) activity diagram.

In addition to activity diagrams, you can describe a business process by using detailed process steps.

Browse activity diagrams

The Diagrams column in your BPM library indicates whether a particular business process is associated with an activity diagram. The number in the column indicates the number of child processes that include diagrams. The symbol next to the number indicates whether the current node or process is associated with a diagram. These indicators don't apply to Visio diagrams.

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To view or edit an activity diagram, select the business process, and then, in the right pane, on the Overview tab, select Diagrams. The Flowchart page appears.

Upload Task Recording

To upload a task recording, open the business process library that you want to upload to. Select the process step that you want to upload the task recording to, and then click Upload.

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In the right pane, click Browse to choose a file, and then click Upload.

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Activity diagrams that are created from task recordings

You can create a task recording in your Finance and Operations environment, and save it directly to Microsoft Dynamics Lifecycle Services (LCS). In this way, you can associate the task recording with a business process in a BPM library. For more information, see Connecting the help system and Create documentation or training using task recordings.

The Task recorder tool in Finance and Operations lets you create a distributable recording file. Recording files have the .axtr file name extension. You can associate a business process in BPM with a task recording by manually uploading the recording file.

To upload a recording file, select the business process, and then, in the right pane, on the Overview tab, select Upload.

BPM automatically generates an activity diagram and detailed process steps for all task recordings that are created in Finance and Operations. The following illustration shows an example.

Example of an activity diagram and process steps for a task recording

Edit activity diagrams

To edit an activity diagram, right-click on a blank area of the flowchart, and then, on the bottom toolbar, select Edit. For more information about BPM flowcharts, see Flowcharts in Business process modeler.

Visio files

You can associate a business process with a Visio diagram. Typically, this functionality is used for high-level processes that can't be represented by a task recording. BPM supports .vsd and .vsdx files. However, it doesn't support .vsdm files (macro-enabled Visio drawing files). If a .vsd file contain macros, BPM disables the execution of the macros.

To view or upload a Visio file, follow these steps.

  1. Select the business process, and then, in the right pane, on the Overview tab, select Diagrams.
  2. On the Flowchart page, select the Visio tab. For more information, see the "Unconnected flowcharts" section in Flowcharts in Business process modeler.

Edit process steps

  1. To edit process steps, right-click on a blank area of the flowchart, and then, on the bottom toolbar, select Edit.
  2. In the Process steps field, enter the process steps. Enter one step per line.
  3. To indent a step, add an equal sign (=). By indenting steps, you define them as substeps. You can add more than one equal sign to indicate a deeper level of indentation and therefore a deeper level in the hierarchy.

    For example, you want to create the following process steps.

    Example of a process that has steps and substeps

    In this case, enter the following text in the Process steps field.

    Step 1
    =SubStep 1.1
    =SubStep 1.2
    ==SubSub Step 1.2.1
    Step 2
    =SubStep 2.1