Margie’s Travel offers consumers a loyalty program. Consumers can earn points per dollar spent across all in countries in which Margie’s operates. The loyalty program is currently managed by using a spreadsheet.

Box 1: Corporate libraries

Note: The infrastructure team must move the code for the loyalty program to test environment.

It’s important to note that you can browse a Business process modeler (BPM) library that is a global library or a corporate library. However, before you can edit and work with a BPM library, it must be part of your project in Microsoft Dynamics Lifecycle Services (LCS). Libraries that are distributed by Microsoft appear under Global libraries, whereas libraries that are published by your organization appear under Corporate libraries.

Box 2: Create business process

Margie’s Travel learns that the loyalty program across multiple countries is not a standard industry process and is not a standard feature in Dynamics 365 Finance.

There are several ways to author a BPM library. You can do so from scratch either building directly in the client or by importing an Excel template.