top of page
Glass Buildings

AgileXRM Components

ProcessDesigner.png

Process Designer 

 

  • Comprehensive Visio-based visual Process Designer

  • End-to-end business process design: Full data-life-cycle management inside Dynamics 365/Dataverse

  • Activity-based Forms

  • Validate the business logic before publishing

  • Zero down-time deploying new versions of processes

  • Full Multi-Version Control

  • Model to easily interact with external users

  • Drag & Drop system activities to integrate with external systems: Power Automate, Office365, SharePoint, WS, etc.

  • Extensive Workflow patterns supported to cater for more business use cases

  • Multiple Notification mechanisms to make sure users are duly reminded of their tasks

  • Create escalation routes when tasks become overdue

  • Integrates with DevOps

  • ... OOTB not enough? No worries, It is extensible

Process Designer
p_AgileDialog_e.png

AgileDialogs: Turbocharged Dialogs

​

  • Contact-center grade Dialogs

  • Standalone or embeddable in Dynamics 365/Dataverse, Power Apps Portal or other portals

  • Dynamic UI guided by process models

  • Create and deploy with no compilation

  • Consume business data in and out of different systems: integrate seamlessly with Dynamics 365/Dataverse

  • Support for Multi-Session Omnichannel

  • Full track history and versioning

  • Comprehensive Dialogs

    •  Dialog Page steps: for user interaction

    •  Automatic System steps: for system interaction
       

  • Single-Page-Application (SPA)

    •  Navigating around pages

      •  Next & Back, History, Option buttons

    • Responsive Layout Design for Multi-Device support
       

  •  Session Persistence

    •  Session can be transferred to another user

    •  Session can resume after unexpected errors -e.g. if the browser closes unexpectedly, the session resumes in the same point when the browser reopens
       

  • Rich Set of Controls 

    • Text, Password, Date Time, File Upload, Tip-Help controls

    • Validation associated to control, Conditional Behavior

    • Custom UI controls to extend the way data is captured and/or presented

    • Custom UI Logic using Built-In API
       

  • Flexible Selection of Dynamic Data

    • OptionSet/Choice, Multi-OptionSet/Choices & Dynamic Filtered Lookups

    • Single & Multiple selection, Drop-down, Radio button, Check-boxes, Data Grid, List, Lookup List
       

  • Flow Control

    • Elements in the flow include: Single Condition, Multiple Condition, SubDialogs
       

  • Synchronous & Asynchronous External System Calls

  • Theming & Branding

  • Localization & Globalization for Multi-Language and Multi-Region support

  • Section 508 Accessibility Support

​

​

AgileDialogs
AgileXRM_Web_00006.png

Process Manager

​

  • Real-Time Visual Tracking of process execution 

    • Who has done which tasks

    • How long each activity takes to complete

    • What path the process has taken

    • See status of each task

    • View/Change process data

    • Navigate in the process hierarchy
       

  • Control Flow: when required, it is possible to jump back or forth within a process instance, stop and resume it, and always maintaining full traceability.
     

  • In-flight process migration: AgileXRM can run multiple versions of the same process at the same time and Process Manager can migrate a running process instance, or a selection of instances, from one version to another. 
     

  • Process Manager can run standalone or embedded within Microsoft Power Platform and gives full process control to the user, assuming the necessary permissions are granted

​

Process Manager
Contact Us
Want more details?
Let us know how we can help

​

bottom of page