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Finance | Project Operations, Human Resources, ...
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Workflow for Sales on D365

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Posted on by

hello guys, i must create a warkflow process for sales on d365, someone have any link about doucumentation or maybe some blog, i can't find it by myself.

thanks.

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  • Verified answer
    Sukrut Parab Profile Picture
    71,710 Moderator on at

    Are you trying to create a new workflow or want to configure existing one ?  If you want to configure  out of the box workflow , you can start with below link which will guide you with how to do different steps

    docs.microsoft.com/.../create-workflow

    developing custom workflow is also possible . As a guide  you can refer below link 

    https://devmusings.blog/2018/03/18/custom-workflows-in-microsoft-dynamics-365-for-operations/

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Daniel,

    Also let us know whether this is for D365FO or D365Sales.

    Many thanks,

    Ludwig

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