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Finance | Project Operations, Human Resources, ...
Suggested Answer

Workflow or approval process for zero value sales order lines

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Posted on by

I have a client, using D365, that wants some type off workflow/approval process for zero dollar sales order lines.  Neither the Sales and Marketing nor Accounts Receivable workflows offer anything for this.

I would like to learn from others how they addressed this issue.

Thank you in advance.

I have the same question (0)
  • Suggested answer
    Rahul Mohta Profile Picture
    21,046 on at

    Rather than building a custom workflow, could explore using MS Flow / PowerAutomate and Business events and manage the workflow outside as these are 0 $

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Good Morning Stacy,

    I think the best and cheapest option to realize this is through Power Automate (Flow) as Rahul already indicated.

    The other alternative is asking a developer creating such a workflow for you but this development might take much longer compared to realizing that in Power Automate (Flow).

    I would go for the 'modern' Power Automate (Flow) solution :-)

    Best regards,

    Ludwig

  • Hitesh21 Patel Profile Picture
    130 on at

    Do you have an example of how to do this?

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