Tuesday 31 July 2018

Workflows in D365

A workflow represents a business process. It defines how a document flows, or moves, through the system by showing who must complete a task, make a decision, or approve a document. It is also an integrated feature of Microsoft Dynamics. 

Example shows 
a workflow for expense reports. 

The workflow editor is a program that you click one time to download. The editor communicates with Dynamics by using services. Therefore, Dynamics can carry a rich, graphical workflow design experience. Workflow development wizards have been ported into Microsoft Visual Studio.

Consistent Processes 
You can define how specific documents, such as purchase requisitions and expense reports, are processed. By using the workflow system, you ensure that documents are processed and approved in a consistent and efficient manner.

Process Visibility
You can track the status, history, and performance metrics of workflow instances. This helps you determine whether changes should be made to the workflow to improve efficiency.

Centralized Work List
Users can view a centralized work list that displays the workflow tasks and approvals that are assigned to them. This work list is available from the Role Center pages in the Microsoft Dynamics 365 client and Enterprise Portal for Microsoft Dynamics 365 for Operations.

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