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Supply Chain Management forum

Creating Custom Sales Workflow

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Hi,

I have been working on creating a custom Sales Order Workflow in D365 Finance and Operations. I have created one and activated it in the module Acounts Receivable. But when i go on to the form SalesTable to modify the properties and point the workflow type to my own custom workflow, the property is grayed out. Please help me in figuring out this roadblock.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    307,205 Super User 2026 Season 2 on at

    Hi SeekerDota,

    The new 8.1 release with platform update 20 has capabilities to include new workflows on standard forms using Chain of Command. See also: docs.microsoft.com/.../whats-new-platform-update-20

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