Custom controls in business process flows (Public Preview)


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Business process flows are a type of flow that provides a guided way to get work done in the form of stages and steps. Stages tell users where they are in the process. Data on each of these stages is bound to fields in Common Data Service, and until now, only allowed for default visualizations of the field type (text boxes, drop-down lists, and so on.)

We are announcing a technical preview that allows developers to get started with this feature. Now, developers will be able to use custom controls to add rich visualizations (such as sliders, radial knobs, the LinkedIn control, and more) to flow steps and deliver engaging experiences to users of your business process. In this version of the preview, you can set this up by:

  1. Configuring custom controls on a related entity form.
  2. Generating and exporting the form XML.
  3. Copying custom control configurations to the form XML from the related entity form.
  4. Importing our customizations back into Common Data Service.

Once completed, you can test your flow in a Model-driven app and you will be able to see the controls that you added.

Example of custom controls

Trying this functionality requires working with XML so we recommend that only technical users use it at this time. Read more about how to set this up in this detailed step-by-step walkthrough.