Activate a business process flow or a task flow

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Before people can follow the stages and steps in a business process or task flow, you need to activate it.

Note

If the business process includes workflows or portable business logic rules, you’ll need to activate those separately. For more information about business processes, see Guide staff through common tasks with processes.

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    1. Follow the steps in View your user profile.

    2. Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Processes.

  3. In the list of processes, select the process or task flow you want to activate.

  4. Click Activate.

Note

In Dynamics 365, you can activate a business process flow or a mobile task flow directly from the designer window.

See Also

Create a business process flow
Create a mobile task flow
Assign a security role to a business process flow
Add ready-to-use business processes
Guide staff through common tasks with processes
eBook: Customize a business process in Dynamics CRM