Dynamics 365 – Workflows
Hello and welcome to this TMC video; Dynamics 365 Workflows and Approvals
Workflows are automated processes to manage the approval process. For those transactions or activities that need to be controlled, Workflows provide a way to turn today’s informal process into a formal repeatable one.
Ever had an angry call from a vendor asking for payment? Your only response was “you must have misplaced your invoice.” But it was actually sitting on someone’s desk waiting for their approval. With Workflows in Dynamics 365 that won’t happen again.
Get everyone involved, not just the accounting team. Provide all the information needed by the decision maker as part of the process. Getting started is simple as Dynamics 365 provides dozens of pre-configured workflow approval processes.
From my Office 365 site I can simply click on the Dynamics 365 link. Once I am in Dynamics 365 I can use the search function to find Workflows. The complete Workflows system is comprised of a few different components. For now let’s go to Workflows.
Here we can see that an existing Workflow process can be configured, but note it has not yet been enabled. New Workflows can be configured using the New Workflow from Template button in the toolbar.
Next, we can see from the available pre-configured Workflows in Dynamics 365. The various workflows are grouped together into similar functions. Scroll down to the purchase documents section, then down to the sales area.
Let’s set up the Vendor workflow. Use the search function again to find Workflows. Start with the New Template button. Scroll down to the Purchased Documents section.
The steps required for a basic vendor approval process are already created from the template. From the basic step, approval of a vendor is requested along with the various possible outcomes for a Workflow: approved, delegated, rejected, or canceled. Each step has its own On-condition statement, then the response defined for that step.
This is the Event Condition edit window. Here I can define under what specific conditions I want this workflow to engage.
From the Where list, I can see the various data fields that Dynamics 365 holds for my vendors. In this case, the Workflow will apply to all of my California vendors, where state is CA.
Next we can edit the response to this event. Here there are 3 distinct responses: add a restriction to the record, create the approval request, and the notification, the sending of that request.
With the event, conditions, and responses all defined, we can enable the Workflow. Note the copy function, so that an existing Workflow can be copied and edited. As well as the Import/Export process to work with the Workflows.
This is a quick view of the Dynamics 365 Workflows being edited in Excel using the export function.
Running a Workflow Process For a Vendor’s Invoice
Start with creating the Purchased invoice transaction for the vendor, in this case, Fabrikam. Click their tile from the Vendors page. And this takes us to the Vendor page with their basic details and the Fact boxes on the right. Click on the Purchase invoice button for the invoice. Finish entering the details from the Invoice and you can use the Links button to create an attachment.
Add the Line details for the invoice. Next click the Send approval request button to launch the Workflow. If I tried to post this transaction now, I would get an error message. This transaction needs to be approved first.
Dynamics 365 provides immediate feedback to the employee. Dynamics 365 uses Azure Active Directory to manage the emails which are sent out based on the responses defined and the configuration of the workflow.
Click on the Purchase Invoice 107217 link and Dynamics 365 will open. This window shows the Workflow summary right from the email link.
The Approval Entries window shows all of the open In-process workflows.
From the Vendor record, the fact boxes in the right hand column show that the vendor has an open invoice. Clicking the Open Invoice tile will drill down.
Next click on the Document Number link to open the invoice itself. Here the document can be reviewed and approved. Note that the approve controls are now displayed and this document has been approved and completed the workflow process. Once the document has been approved, it can be posted.
The notifications for the workflow can be configured to include additional emails, in this case about Amounts being posted to specific GL accounts.
To summarize then, with Dynamics 365, Workflow Approvals will increase the clarity and frequency of staff communications, reduce delays and lost documents, and prevent mistakes before they can happen.
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