Workflow in Microsoft Dynamics 365 FO

Dynamics 365 ERP - Development

Workflow in Microsoft Dynamics 365 F&O automates business processes by defining how documents/records move through the system, approvals needed, and decisions at each step.
An example of a purchase order (PO) exceeding the user's limit would be sent to their manager for approval in a typical workflow configuration.
Custom workflows in Dynamics 365 FO can be created by following specific steps like creating an Enum, adding it to the table, and writing code in table methods.
Additional methods like 'canSubmitToWorkflow' and 'updateWorkflowStatus' are essential for custom workflow functionality in Dynamics 365 FO.
The process involves creating a form, setting data sources, creating display menu items, and adding them to the menu for user visibility.
Workflow categories and types are created to classify and organize workflows, with classes and menu items automatically generated in the project area.
Workflow approvals involve creating event handler classes and action menu items for outcomes like approval, rejection, and change requests.
Front-end configuration of workflows in Dynamics 365 FO includes setting up workflow data sources, enabling workflows on forms, and configuring approval processes.

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