Custom Workflow Approvals
Supported Countries
Canada & the United States
Last Updated
October 16, 2024
Implementation Cost
TBD
Create tailored approval workflows and expand supported options
Are standard workflows within Microsoft Dynamics 365 Business Central not meeting your needs? The Custom Workflow Approvals application helps clients ensure the appropriate approvals are obtained wherein standard options do not meet their needs.
Within Microsoft Dynamics 365 Business Central, standard workflow approvals options are limited to adding a condition on some data element of the document in order to trigger the workflow. We have extended this to allow for:
- Group based approvals
- Multiple tiers of groups
- Chained approvers
- Multiple approval admins
- Custom email notifications to allow more meaningful sharing of information
The application can be used with any module in the system!
Existing templated customizations are available for:
- Bank account reconciliation
- Blanket POs
- Purchase invoices
- Purchase quotes
- Sales orders
- Sales quotes
- Warehouse shipments
Start a free trial today or enjoy unlimited complimentary use in any Dynamics 365 Business Central sandbox environment.
Release Notes:
22.0.1.1 - March 13, 2023
Minor update
23.2.5.0 - June 5, 2024
Add onboarding page to checklist
23.4.17.0 - October 8, 2024
Added auto permission assignment
23.5.20.0 - October 16, 2024
Added new setup on WSI Workflow Setup page which allows user to decide which workflows they want to use from the app. For not selected area native workflow will be used when sending approvals.