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Finance | Project Operations, Human Resources, ...
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Workflow framework

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Posted on by 678

Hi All,

When it comes to the workflow framework, what are the key concepts/components to know before implementing it? 

Also, would the following material be the good starting point and still applicable for D365? 

https://docs.microsoft.com/en-us/dynamicsax-2012/developer/walkthrough-creating-a-workflow-type?redirectedfrom=MSDN

I would much appreciate if you provide me with any link where I can learn it with an example. 

Thank you.

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  • Suggested answer
    Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at

    Hi,

    The link you provided that is correct to start from scratch.

    However, in Community forum, there are many many blogs on workflow, you may kindly do some research here on the blogs.

    community.dynamics.com/.../mycommunity

    I could share few however, I think you could probably choose based on your expertise.

  • Suggested answer
    Gunjan Bhattachayya Profile Picture
    35,423 on at

    Hi Shawn,

    Please go through the following links -

    1. community.dynamics.com/.../create-custom-workflow-in-d365-dynamics-365

    2. community.dynamics.com/.../creating-a-new-approval-workflow-in-d365

    You should be able to get the key components required for developing a custom workflow .

  • Suggested answer
    Junaid Idrees Profile Picture
    on at

    Hi ShawnDEV,

    In addition to What Ramit and Gunjan shared, you can also check some useful videos to build your understanding on workflow framework and elements:

    1. www.youtube.com/watch

    2. www.youtube.com/watch

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

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello ShawnDEV,

    There have been a number of suggestions to get started with workflows.

    For what business processes do you plan to implement them?

    Sometimes, the 'D365FO' workflows are not sufficient and lack some features.

    In this case you can leverage the PowerPlatform and combine the D365FO workflows with the PowerPlatform.

    Also have a look at this integration to get a full picture of the possibilities.

    Best regards,

    Ludwig

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