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Dynamics 365 ERP - Development

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Aug 26, 2024

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  • 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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