Microsoft Dynamics 365 Business Central (BC) provides a
characteristic that lots of opponents struggle with - an automated user-centric
workflow tool. This attribute, based on developments from the AI of Microsoft,
frees your employees from having to handle subtle entries so that they can
focus on their own work. You utilize and can configure workflows that connect
business process tasks executed by different users.
What
is a workflow?
Workflows connect the tasks of various users. Two
uses of workflows are prerequisites and permits to create new documents. You can
certainly use them to get tasks that are more complicated. Elements like
payment approvals and bookings can also be included in workflows within a step
before or after a predefined user task.
Before creating workflows, be aware that Business
Central includes a number of preconfigured workflows, “workflow templates"
you can copy to make your own workflows. For more information, see “To make a
workflow from workflow templates" from Microsoft online help.
To utilize workflow you must configure the workflow to
use workflows. Users and acceptance
users. You will also need to find out how users get notifications.
To configure the workflow user’s Magnifying glass
icon and enter the workflow, user groups. Choose New to open the user group that
is workflow user. You can enter a description in the Description field that
should be utilized as a benchmark for workflows and actions. Access completes
the fields to input and Fast Tab for associates of this workflow user group.
To configure the acceptance users click on the
Magnifying glass icon and access the configuration of this approval user. Here
you specify replacement approvers and can set the acceptance limit. The chain
can go up and you're able to approve unique levels based on your approval
limitations.
With such a strong ERP solution, some configuration
difficulties could be inevitable. At Sunbridge
Software Services, we all know that our role as a provider doesn't finish
with sales. We are here to help you overcome any issues that may arise during
implementation and deployment. Contact us today to plan your information on
deploying Business Central.
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