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Notify the approver regarding a new customer creation in business central ( workflows)

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Posted on by Roger dave

Hi All,

Please let me know how I can identify a new customer creation in business central as an approver? As an approver, segregate approval notifications for a new customer creation alert and a change in existing customers.

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Dynamics 365 Business Central

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JAngle 150 on at

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Each customer has a system created datetime - called “Created At”. It’s accessible as a filter condition. You would need to use t.. most likely as the filter. I tried this and it only fires on the new customers.

A customer record is changed is then a different trigger so another workflow can be setup for that anyway

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S.Kawamura 1,532 on at

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Start wizard of "Setup a customer approval workflow" on assisted setup page.
Choose option "The user changes a specific field".

Default setting is "when credit limit is changed".

"SystemCreatedAt" field or "SysteModifiedAt" field might be useful for your requiement.

*additional info
If you are not familiar with "Setup a customer approval workflow" on assisted setup page, this blog will help you.
https://www.d3654.be/d365bc-setup-workflow-01-en/

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Roger,

Base BC you can setup the Workflow (standard) for Customer Approval.

As for a change, you could create your own Workflow depending on the Change you want to workflow. You can also use Power Automate, which offers more flexibility.

Thanks,

Steve

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