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Custom Workflow Approvals

Workflow Setup edit

 

Request to Approve edit


Our application compliments Dynamics 365 Business Central's existing workflows and is designed to help clients wherein the standard features do not meet their needs.   

The standard 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

Our module can be used with any module in the system, and we already have existing customizations for the following:

  • Bank account reconciliation
  • Blanket POs
  • Purchase invoices
  • Purchase quotes
  • Sales orders
  • Sales quotes
  • Warehouse shipments

Supported editions: This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central

Supported countries: This app is available in Canada and the United States.

Pricing: $50 per month

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