Installation

FlowOn BPM is deployed as a managed solution to your Microsoft Dynamics 365 CE environment. It supports both cloud and on-premises deployments, giving you flexibility in how you run your business processes.

Important

FlowOn BPM depends on FlowOn Logic. The Logic runtime must be installed before BPM, as BPM leverages Logic constructs for automation, branching decisions, expressions, and configuration values.

Step 1: Acquire a License

Before installing FlowOn BPM, you must obtain a license from the Microsoft Marketplace.

License Portal: https://marketplace.microsoft.com/en-us/product/saas/flowon.flowon_public_initial

Licensing

Contact the FlowOn team through the marketplace listing for licensing inquiries, pricing information, and trial options.

Step 2: Import Solutions

FlowOn BPM consists of multiple managed solutions that must be imported in the correct order. Because BPM depends on Logic, you must install the complete Logic stack before installing BPM.

Solution Architecture

Solution	Description
FlowOn Base	Foundation - prerequisite for all FlowOn products
FlowOn Logic	Runtime engine for Logic Blocks, Flows, and expressions
FlowOn Logic Tools	Design interface for creating logic artifacts
FlowOn BPM	Core runtime for process execution
FlowOn BPM Tools	Visual designer for modeling processes

FlowOn Base (Foundation)

FlowOn Base is the prerequisite solution that must be installed first. It provides foundational components used across all FlowOn products.

Component	Description
FlowOn Project Entity	The container for organizing FlowOn artifacts
Related Artifacts	Shared entities, web resources, and configurations
License Management	License validation and activation

FlowOn Logic (Required for BPM)

FlowOn Logic must be installed before FlowOn BPM. BPM relies on Logic for:

Integration Point	How BPM Uses Logic
On Entering/Exiting	Call Logic Flows when entering or exiting stages
Transition Branching	Use Logic Blocks (Decision Tables, Decision Trees) to determine which path to follow
Expression Builder	Use FlowOn expressions in all configurable fields
Configuration Values	Reference Configuration variables for dynamic values
Localized Resources	Display multi-language text in process interfaces

FlowOn BPM (Runtime)

FlowOn BPM is the core runtime solution containing everything needed to execute business processes.

Component	Description
Plugins	Server-side logic for process execution
Entities	Process definitions, instances, stages, traces
Forms	Runtime forms for process interaction
Workflows	Background automation components

Required in All Environments

The FlowOn BPM runtime solution must be installed in every environment where processes will execute—development, test, and production.

FlowOn BPM Tools (Designer)

FlowOn BPM Tools provides the visual designer interface for modeling and configuring business processes.

Component	Description
Process Designer	Visual canvas for designing process flows
Stage Configuration	Tools for configuring stage behavior
Transition Builder	Interface for defining routing logic

Production Environments

In production environments, you typically only need the runtime solutions. The Tools/Designer solutions are not required for execution and can be omitted to reduce the solution footprint.

Environment	FlowOn Base	FlowOn Logic	FlowOn Logic Tools	FlowOn BPM	FlowOn BPM Tools
Development	✅ Required	✅ Required	✅ Required	✅ Required	✅ Required
Test/UAT	✅ Required	✅ Required	⚠️ Optional	✅ Required	⚠️ Optional
Production	✅ Required	✅ Required	❌ Not Required	✅ Required	❌ Not Required

Import Order

Import the solutions as managed solutions in this exact sequence:

Step	Solution	Required	Depends On
1	FlowOn Base	Yes	None
2	FlowOn Logic	Yes	FlowOn Base
2a	FlowOn Logic Tools	Design environments only	FlowOn Base, FlowOn Logic
3	FlowOn BPM	Yes	FlowOn Base, FlowOn Logic
4	FlowOn BPM Tools	Design environments only	FlowOn Base, FlowOn Logic, FlowOn BPM

Step 3: Configure Security

After importing the solutions, configure user access to FlowOn BPM.

Process Designer Security Role

Upon installation, FlowOn BPM creates a security role called Process Designer. Users who need to create and configure business processes must be assigned this role.

Role	Capabilities
Process Designer	Create, edit, publish, and activate business processes

Assigning the Role

To assign the Process Designer role:

1. Navigate to Settings → Security → Users
2. Select the user who needs design access
3. Click Manage Roles
4. Select Process Designer
5. Click OK to save

Role Assignment

Only users who need to design and configure processes should be assigned the Process Designer role. Runtime users who only participate in processes (completing tasks, approvals, etc.) do not need this role.

Deployment Options

FlowOn BPM supports both cloud and on-premises Dynamics 365 CE deployments:

Deployment	Supported	Notes
Dynamics 365 CE Online	✅ Yes	Cloud deployment via Microsoft Dataverse
Dynamics 365 CE On-Premises	✅ Yes	On-premises deployment for organizations with specific data residency or compliance requirements

Post-Installation Checklist

After completing the installation:

• License acquired from Microsoft Marketplace
• FlowOn Base solution imported
• FlowOn Logic solution imported
• FlowOn BPM solution imported
• FlowOn BPM Tools solution imported (if needed)
• Process Designer role assigned to appropriate users
• Verify access to FlowOn BPM in the application