Microsoft Dynamics 365 | New Customer Workflow in Business Central (Demo)
I want to show you how you can create a new customer from the Business Central mobile app and then go ahead and place a sales order also on the mobile app associated with that customer. There is a workflow around the new customer approval process. Let’s take a look at that.
Create New Customer from Mobile App
Here’s the Dynamics 365 Business Central mobile app. The scenario is that I’m a salesperson out in the field and I come across a new customer who wants to purchase something. So, I’m going to set up a new customer on my mobile app. Let’s go down here and add a new customer. We’ll use this template right here. Now, I can enter information about the customer. We’ll add an address as well, and that’s enough for now.
Enter Sales Order from Mobile App
I also want to place a new sales order for this customer. Let’s go ahead and do that. Here’s my sales order entry screen on the Business Central mobile app. I’m going to add an item. I put the desk in there, and I want it from a specific warehouse. I’m going to specify that, and the quantity the customer wants is two. So, I’m done with the order. I could add additional lines if I want to, but I’m done with this order.
Let’s go back and look at Business Central. I’m logged in as David. David’s in the warehouse, and he can see that he’s got an order for a new customer. Here’s my order right here. If the customer had been approved and this sales order was ready to ship, then David could just post this and post a shipment. But I’ll get an error because this customer has not yet been approved.
So, let’s go back and do the approval process for this. Alicia is the approver for new customers coming into the system. So, let’s take a look at this approval request. We can see it right here. We can open the record and look at the approval that was automatically created by the system when the new customer was added in the mobile app. You can see that here. Alicia looks at this, and she’s fine with it, so she’s going to go ahead and approve this. Now, the new customer is approved, so that we can now ship them the order that they requested.
So, we’re back with David. He’s in the warehouse, the customer has been approved, and this shipment is ready to go. So, he’s going to go ahead and post this, and that’s the complete process. A new customer was added in the Business Central mobile app, and a new sales order for that new customer was also entered. But in my system, new customers have workflows that are automatically requested when a new customer is entered. We took a look at that, and once that was approved, David could go ahead and post a sales order.
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