Hello Microsoft Community,
I’m hoping to get some advice or suggestions on a business requirement I’m trying to configure in Dynamics 365. The process involves creating a new product code in the system, with multiple departments contributing to its setup and approval. Here's how the process works:
- Planner Department:
- Creates the product code and fills in basic product details.
- Warehouse Department:
- Adds warehouse-related information and approves.
- Accounting Department:
- Verifies and supplements tax details, financial dimensions, and provides the final approval.
Once all these steps are completed, the product should be marked as "Ready for Use."
Key Requirements:
- Notifications need to be sent to the next department at each stage, so they know it’s their turn to take action.
- The solution can use workflows, events, lifecycle stages, or any available Dynamics 365 tools.
- We’ve explored using Product Lifecycle States (e.g., Draft → Warehouse Review → Accounting Review → Active) and Product Readiness Checks. However:
- Product Readiness Checks seem to have predefined options that don’t fully match this requirement.
- Workflows don’t seem adjustable or available for this specific scenario in our system.
My Question:
Given these limitations, how can I set up a smooth process in Dynamics 365 to:
- Ensure each department completes its assigned tasks sequentially.
- Notify departments when it’s their turn to act.
- Mark the product as "Ready for Use" only when all steps are completed?
If anyone has faced similar challenges or has ideas on how to configure this using standard features (or even a creative workaround), I’d be incredibly grateful for your guidance.
Thanks in advance for your help—any suggestions or insights would be greatly appreciated! 😊
