Workflow for Sales Marketing in AX 2012

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Dear all,

Is there a Workflow in Sales Marketing module of AX 2012 ?





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  • Don't know of any workflows, but there are processes (which generate activities) on some Sales documents (like leads and opportunities and I think quotations)

  • Hi Tim,

    Thanks for replying. Sorry but I'm very new about AX 2012 expecially for workflow here :)

    Anyway, I tried to create new workflow. The steps is from Technet, however when I create this new workflow (I tried in A/R), there is an error while creating and when I check in event viewer, it says something like this :

    "Workflow threw an exception for the following reason: No connection could be made because the target machine actively refused it"

    Do you know what is that ? or anyone can help ?



  • A list of the workflow types supported by each module is available on TechNet:

    Hope this helps,


  • Hi sally,

    Thanks. That is why I'm asking is there any Workflow for Sales Marketing module :)

    Because I need the workflow processes for Sales Order approval process. Guess must create it my self. :p

    Btw for error above, found the resolution. Just Full CIL Compilation will do.

  • Hi Anton,

    can you send me the steps or the .xpo for this workflow?

    i'd appreciate it alot..thank you


  • Hi Rola,

    what is your email address ?

  • Hi Anton,

    Its great that you created a workflow process for Sales Order Approval in AX 2012

    i'd appreciate if you could send me the steps or the xpo file for the workflow?

    my email id is


  • Hi Anton,

    Kindly forward me the workflow process for Sale Order Approval in AX 2012

    Thanks in Advance

  • My Mail id is

  • No workflow for Sales & Marketing module of AX 2012 does not exist as part of standard Dynamics AX

    But it is quite easy to add workflow for any table

    You need to create

    Workflow Categories

    Workflow Types


    and Tasks

    MorphX provide different wizard to create these object.

    right Click these object and go to Add ins menu for Wizard to create these objects.

    You need to create menu option for Sales & Marketing Workflows form

    same as Account Receivable Workflows form

    Please review following link for more details

    Please verify and update your feedback

    Please update with your feedback.

    If this post helps you, Please verify this answer and earn Thank you Badge for yourself (Follow this link for more details

    Regards, NITESH RANAJN (PMP) | Dynamics AX Consultant