Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Workflows in D365BC
Small and medium business | Business Central, N...
Answered

Workflows in D365BC

(0) ShareShare
ReportReport
Posted on by keoma 32,717

hi,

currently i work with the workflow module, do some testing. it's quite interesting, but never had a client who used/wanted that.

what are typical scenarios for the workflow module at customers?

what i know is the purchase invoice workflow.

afaik approval roles are often needed in workflows, but in the nav standard workflow there are only the users available for the approval process. is the usage of approval roles possible in nav or are there any 3party addons to achieve that?

is there a workflow designer available?

  • JPB 2022 Profile Picture
    JPB 2022 140 on at
    Workflows in D365BC
    Hello I am traying to implement the workflow for general journal entry and it is not working.. is anyboday has some documentation that can share with me to see if I have everything good? I am not sure why is not working. I am using the standar workflow in BC.  Thank you in advamce.
  • Almas Mahfooz Profile Picture
    Almas Mahfooz 11,006 User Group Leader on at
    RE: Workflows in D365BC

    Thanks Steve, that's very helpful. I was actually looking for this.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Workflows in D365BC

    Almas,

    In the search box enter Workflow Template. You will see every workflow BC has out-of-the-box. Click the double down-arrow to expand the entire page and see specific workflows by document/action.

    pastedimage1609945700007v1.png

    pastedimage1609945754780v2.png

    Hope this helps.

    Thanks,

    Steve

  • Almas Mahfooz Profile Picture
    Almas Mahfooz 11,006 User Group Leader on at
    RE: Workflows in D365BC

    Hi Tanya, is there any documented list available for naming range of workflows available in BC like you mention in your reply, customer credit limit, customer/vendor approval, purchase quote, sales invoice etc.

  • Verified answer
    THenderson Profile Picture
    THenderson 35 on at
    RE: Workflows in D365BC

    Archer,

    The workflows I have used are either customer credit limit, customer/vendor approval, purchase quote and sales invoice.  I have had them as simple as one approver and as complex as routing to multiple approvers (approval groups) based on dimension and amounts.  This can all be accomplished using the standard workflows in BC.  There really isn't a designer per say just templates that make it pretty easy to setup workflow as long as you understand the conditions.

    I am happy to help.  Have a great day.

    Tanya

  • Suggested answer
    Erik KOhler Profile Picture
    Erik KOhler 414 on at
    RE: Workflows in D365BC

    Hello Franz,

    who else should approve somethin than a User? You can select different approval roles (Approver or Sales Person e.g.) or even worklfow user groups.

    We have a lot of custmers using the standard workflows in BC, for example approval of sales quotes or purchase orders.

    If you really want to go deep into approvals check out Microsoft Power Automate (formerly known as Flow). You can create workflows thorugh the entire Microsoft product range.

    Regards

    Erik

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,886 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,768 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans