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Microsoft Dynamics 365 Business Central - authorizing workflows

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.

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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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