Create workflows in Dynamics 365 Business Central

Module
9 Units

Intermediate

Functional Consultant

Business User

Dynamics 365

Business Central

You can set up and use workflows to connect business-process tasks that are performed by different users. To use workflows in Business Central, you must set up and enable workflows, set up workflow users, and specify how users receive notifications.

Learning objectives

In this module, you will:

Create workflows manually.
Create workflows from templates.
Set up users.
Set up notifications.
Set up approvals by using Assisted Setup.

Prerequisites

General understanding of Business Central transaction flows

Introduction min
Create a workflow manually min
Create a workflow from workflow templates min
Create a Power Automate flow min
Set up users min
Set up notifications min
Set up approval workflows by using Assisted Setup min
Check your knowledge min
Summary min