AgileXRM compared to
other BPM products
AgileXRM Other BPM Products
AgileXRM is a Low-Code/No-Code BPM module developed specifically for Dynamics 365 CE/ Dataverse (Power Platform)
Fully integrated with and embedded in D365CE/Dataverse, including Process Models, Process Permissions, Process Instances, Process Exceptions and Tasks
Single Data Source. The Data Model and business data reside in D365CE/Dataverse, and not in AgileXRM
AgileDialogs is unique in the market and allows modeling complex interactions with any internal or external user
Uses D365CE/Dataverse native Activities. The user does not have to leave the D365CE/Dataverse app to work on the activities. When a task is completed, reassigned or cancelled, the process is automatically aware of it
Users with the right permissions can graphically View, Cancel, Suspend, Resume, Change Flow (jump from one step to another step) and even Migrate a running process directly from inside D365CE/Dataverse
Unified Security model. All data access in forms and Dialogs is based on the native Security Role of the user, as defined in D365CE/Dataverse
Processes and Dialogs are modeled against the D365CE/Dataverse metadata greatly simplifying design-time experience
Specific Connector available for Power Automate to allow easy-to-configure bi-directional communication between the AgileXRM and Power Automate with full error handling if a Flow fails
Product Focus
Integration
Business Data
Dialog
Functionality
Task Management
Runtime Process Management
Integrated Security
Design-Time Experience
Power Automate
Generic standalone BPM suite of products that are not designed specifically for D365CE/Dataverse
Have a simple CRUD connector for D365CE/Dataverse. The elements: Process Models, Instances, Permissions, Tasks etc. reside in and are all accessed from their proprietary web portals
The Data Model usually has to be recreated in these products as well and the business data also resides/replicated in them
No such functionality exists in any other BPM product
User must use the BPM product’s proprietary Task List and Forms to access and complete tasks. No synchronization with D365CE/Dataverse activities
Mostly there is no runtime functionality to handle business exception handling. Typically, can only view status of a running process from the proprietary portal or Cancel it
Dual Security model. These products have a separate security model to that of D365CE/Dataverse with no synchronization
Typically, processes are designed against the product’s internal data model and not against the D365CE/Dataverse metadata. Specific steps are needed to read data from and write data to D365CE/Dataverse
Most lack a custom Connector for Power Automate. Typically use HTTP trigger in Flow and make a HTTP call from their BPM tool which is not aware if a Flow fails mid-way