Good day Dynamics community,
My client is a service delivery organization and many (but not all) employees will need to submit expense reports.
In an effort to reduce unused vendor accounts and save time during employee onboarding, it was asked if there was any options for a notification to be created if the employee did not have a vendor account associated with their employee record.
Desired process would be:
Employee Creates Expense Report
Employee Submits to Workflow
Expense Report Approved
<If Employee not associated to Vendor, notification sent>
Post Expense Reports
Has anyone implemented anything similar, or ideas on how we could achieve this?
Thanks!
