AgileXRM Concepts

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What is AgileXRM?

AgileXRM is a Low-to-No-Code Business Process Management (BPM) and Dialogs engine fully integrated with embedded into Microsoft Dynamics 365 Customer Engagement and Power Platform Dataverse/CDS.

AgileXRM allows users of Dynamics 365 CE / Dataverse / CDS to create powerful process-centric applications within their environments that extend beyond out-of-the-box functionality to cater for more business requirements in an easier more manageable way.

With AgileXRM you can:

  • Visually model end-to-end business processes using Visio-based Process Modeller
  • Visually monitor the execution of business processes in the organization
  • Extend business processes beyond Dynamics 365 for easy integration with other systems
  • Involve non-Dynamics 365 users, inside or outside the organization, to participate in business processes
  • Measure and improve efficiency by controlling the performance of business processes including SLAs
  • Adapt to change with agility enabling business Users to respond to changing requirements

AgileXRM allows companies to build line-of-business applications rapidly within Microsoft Dataverse/CDS and Dynamics 365 CE, enhancing its out-of-the-box functionality allowing to manage real-world business processes. AgileXRM brings true BPM functionality and dialogs to the Microsoft platform.

AgileXRM Components

Process Modeller

  • Comprehensive and visual Process Modeller
  • End-to-end business process design: Full data life-cycle management
  • 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 many external systems: Office365, SharePoint, DBs, WS, etc.
  • Extensive Workflow patterns supported to cater for more business use cases, many out-of-the-box
  • Multiple Notification mechanisms to make sure users are duly reminded of their tasks
  • Create escalation routes when tasks become overdue
  • Bi-directional integration with Power Automate
  • Integrates with ALM tools
  • Need more? No worries: It is extensible


  • Contact-center grade Dialogs
  • Standalone or embeddable in Dataverse/CDS/D365CE and Portal
  • Dynamic UI guided by process models
  • Create and deploy with no compilation
  • Consume business data in and out of different systems: integrate seamlessly with Dataverse/CDS/D365CE
  • 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
    • Sessions 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 & Dynamic Filtered LookUps
    • Single & Multiple selection, Drop-down, Radio button, Check-boxes, Data Grid, List, LookUp List
    • REST Data sources
  • Flow Control
    • Elements in the Flow include: Single Condition, Multiple Condition, Nested SubDialogs
  • Synchronous & Asynchronous External System Calls
  • Theming & Branding
  • Localization & Globalization for Multi-Language and Multi-Region support
  • Section 508 Accesibility Support

Contact-center grade Dialogs

AgileDialogs is fully customizable to your company branding.

Theming & Branding Sample

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 embeded within Dataverse/CDS/D365CE and gives full process control to the user, assuming the necessary permissions are granted

Process Engine

AgileXRM Process Engine where the Process Models are executed.

Power Apps full deep integration

Disclaimer of warranty

Disclaimer of warranty