Supply chain | Supply Chain Management, Commerce

Custom Sales Order Workflow does not show in D365

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Posted on by Darec

Hi,
I created a customer SO workflow from scratch in Visual Studio. After build and sync I am able to see the base enum (workflow status) on the SO header but when I go to sales and marketing workflow, I cannot see the workflow I created to add and configure. I am new to this so I am wondering if I forgot a very simple setup. Here is the link to the article I followed to create it (see step 1 and 2 AX2012/D365FnO – WHAT IS WORKFLOW AND HOW WE CAN DEVELOP CUSTOM WORKFLOW IN D365FNO USING X++ – D365FnO).

Thanks for your help!

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Dynamics 365 Supply Chain Management

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Subra 2,255 Super User 2026 Season 2 on at

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Hi @Darec

Could you please create a new SO and check the workflow has been enabled?

Thanks,
Subra
Subra 2,255 Super User 2026 Season 2 on at

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Hi @Darec

Additionally, did you added any condition to enable the workflow?

Thanks,
Subra
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Waed Ayyad 9,218 Super User 2026 Season 2 on at

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Hi @Darec ,
What is your workflow category? Are you sure the workflow in Sales and marketing? Did you check Account receivable? Make sure workflow category is the same as other workflows in Sales and Marketing module.

Thanks,
Waed Ayyad
If this helped, please mark it as "Verified" for others facing the same issue
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André Arnaud de Cal... 307,097 Super User 2026 Season 2 on at

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Hi Darec,

I do assume you intent to mention that the workflow type is not visible when creating a new workflow as per the next screenshot?
If so, check your code if you used the correct module in your customization. Also check if the build was successful, including all elements.
In case you are using an Unified Development Environment, you will need to deploy the model to the online environment after the build and before the sync.
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Waed Ayyad 9,218 Super User 2026 Season 2 on at

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Hi @Darec
Make sure the module of your workflow category is Campaigns.

Thanks,
Waed Ayyad
If this helped, please mark it as "Verified" for others facing the same issue
Darec 11 on at

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Thanks all for the answers. I am now able to see it, see below what I was missing. I activated it but I cannot see it on my sales order header. I have messages when I compile that are not error messages but appear to be important and I disregarded them. Now I know!
André Arnaud de Cal... 307,097 Super User 2026 Season 2 on at

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Hi Darec,

Do you mean to say that your issue is fully solved now? Did you only changed the Enabled property? What exact messages are you referring to?
Darec 11 on at

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Hi André,
My issue is solved in that I can now see the workflow and set it up. I still cannot see the submit button on the sales order page.
I do not have the error messages but what solved it for me was to add Action menu item and Event Handlers (yellow highlight).