Add Background Processes to Process Sessions in D365 Form

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In Dynamics 365, you can view a history of processes on each record form. However, this may not be available on a given entity out of the box. We will do this on the Account form.

First, open the form in design mode and click on Process Sessions:

This will display available options, including Background Processes. Note you can also enable the real-time Process Sessions option here:

Drag Background Processes onto the form:

Save and Publish. Now, open an account. Click on the down arrow next to the account name, and you will see Process Sessions->Background Processes:

You will then see a history of processes run:

 

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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2 Responses to Add Background Processes to Process Sessions in D365 Form

  1. How do we enable process sessions for Unified interface? It’s visible in the navigation and in classic web but not visible on the form for UI

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