Add Background Processes to Process Sessions in D365 Form

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:

Keep learning. Keep building.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.

Subscribe on YouTube →

Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert