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Customer approval workflow- create customer

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Posted on by CU20111356-0

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Hi, I would like to seek help with a specific customer approval workflow . Is it possible to have a group of approvals with two sequence no? 2 approvers for each sequence,that if at least one approves from the first one, it will already proceed to the next sequence approval.

The workflow refers to create new customers. I have already tried testing it, but it still shows the error for restricted customer.

Thank you so much.

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Dynamics 365 Business Central

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Valentin Castravet 28,791 Super User 2025 Season 2 on at

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Customer approval workflow- create customer

This thread has the solution - BC - Approval Workflow with multiple levels having two or more approvers in each

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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CU20111356-0 4 on at

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Customer approval workflow- create customer

The workflow steps

The first event

The second event

And the group of approvers

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Gerardo Rentería Ga... 23,433 Most Valuable Professional on at

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Customer approval workflow- create customer

Hi

I hope this can help you and give you some hints

Dynamics 365 Business Central - How to Set Up a Customer Approval Workflow

Approval Workflows in Business Central

How To Setup Approval Workflows In Business Central - Business Central Geek

Create a Custom Approval Workflow in D365 Business Central - Mercurius IT

Best

GR

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YUN ZHU 91,218 Super User 2025 Season 2 on at

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Customer approval workflow- create customer

Try Workflow User Groups

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-workflow-users?wt.mc_id=DX-MVP-5004336#to-set-up-a-workflow-user-group

Thanks.

ZHU

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Valentin Castravet 28,791 Super User 2025 Season 2 on at

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Customer approval workflow- create customer

Yes its possible. If you post a screenshot of your workflow we can see what's wrong with it.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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