Hi, and thanks for watching. In Microsoft Dynamics 365 Business
Central, master data like customers and items can contain business
critical information. When information is added or updated, it's a
good
idea to stay on top of what's happened.
In this video we'll see how to set up approval
workflows that notify decision makers when changes happen so
they can review and sign off on updates to master
data and avoid unwanted surprises.
In addition to the standard ways to setup workflows in
the Workflow window we can also get help from assisted
setup guides. The guides will walk us through the steps
to set up workflows, and are available in the context
of where we're working.
For example, we can start a guide directly from the
Customers or the Items lists.
Let's go through the guide from the Customers list.
We are the business manager and we want to be
the final approver for changes on customer cards.
We'll enter our name in the Approver field.
We can specify that we want business central to automatically
notify us when someone makes a change or whether we
want people to trigger approval workflows manually.
OK, we have specified our approver and that we want
to start the approval workflow manually. Business Central will now
notify us when someone makes a change on a customer
card and chooses the Send Approval Request action.
A lot happens in our business every day. As our
relationships with customers evolve, contact information changes credit limits go
up and down, and so on. We discovered that we
don't want to approve minor changes, like phone numbers,
and want to approve only more important changes, like when
a credit limit is raised.
Let's reconfigure our approval workflow. The first thing we need
to do is turn off the approval workflow we're currently
using. We'll go to the active workflow and clear the
Enabled check box. This will let us start the customer
approval workflow set up again.
We've learned that people sometimes forget to submit changes for
approval, so this time we want Business Central to
automatically notify us when changes are made. Tomake this
happen we'll choose the option the user changes are specific
field.
Now we can enter criteria to specify exactly what we
want to be notified about.
We want to know when someone increases a credit limit
so we choose credit limit is increased.
We can also enter the message that we want to
see when we're notified. And that's it. Business Central will let
us know if someone increases the credit limit for a
customer. Thanks again for watching. We've just seen how approval
workflows can help us stay on top of changes to
important information in our business. Approval workflows are easy to
set up, and flexible. We can set up approval workflows
directly from the context in which were working.
We can tailor the information that we want to
approve changes to, so that we're only notified when something
important is changed.
