D365 BC

Workflows & Approvals in Business Central


Description
This training workshop is designed for administrators or subject matter experts that are interested in understanding how Workflows and Approvals work in Business Central. After attending, users will be able to set up an out-of-the-box Workflow Approval in Business Central (NAV).

Topics covered include:

Introduction to Workflow Templates
Setting up Approval Users
Setting up Workflow Notifications
Setting up Sample Data
Creating Workflows
Using Approval Workflows
Setting up Custom Workflows and Approvals


Student Access: To promote learning progression, students are given 30 days to complete this course. If more time is needed at the end of 30 days, simply reach out to us and we can extend your learning period.

Hours of recorded course content: 1:38
Expected hours to complete course: 2:00
Course Level: Basic
Prerequisites: None
Delivery Method: QAS Self Study/Online eLearning
Course Administrative Policies: https://skillup.dynamicsuser.net/about-us

Content
  • Introduction to Workflows & Approvals
  • Outline of Workflows and Approvals (06:37)
  • Workflows In Business Central (02:20)
  • Example - Purchase Invoice Workflow (03:01)
  • Example - Purchase Approval Workflow (08:20)
  • Setting Up Approval Users (05:54)
  • Setting Up Workflow Notifications (02:14)
  • Bonus Content - Purchase Workflow Q/A (03:29)
  • Advanced Features
  • Purchase Approval Workflow Part 2 (04:19)
  • Purchase Approval Workflow Part (02:13)3
  • Approval Entries in Business Central (04:35)
  • Workflow User Groups (04:52)
  • Salesperson - Purchase Code (02:10)
  • Bonus Content - Workflow User Group Q/A (00:48)
  • Workflow User Groups Part 2 (02:49)
  • Overdue Approval Request Workflow (01:29)
  • Job Queue (03:33)
  • STMP Setup (01:35)
  • Use Case - A Customer Record is Changed Part 1 (06:38)
  • Use Case - A Customer Record is Changed Part 2 (03:13)
  • More on Workflows & Approvals (05:57)
  • More on Workflows & Approvals Part 2 (07:10)
  • Utilizing Power Automate (Microsoft Flow) (08:56)
  • Bonus Q/A - Can we do Approval by Vendor (03:24)
  • Bonus Q/A - How to Create Notifications for Blank Fields (03:21)
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever