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Workflow or approval process for zero value sales order lines

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Posted on by Community Member

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.

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Rahul Mohta 21,032 on at

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

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Ludwig Reinhard Microsoft Employee on at

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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

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Hitesh21 Patel 130 on at

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Do you have an example of how to do this?

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