You can set up and use workflows to connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows. System tasks can be preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps.
The default version of Business Central supports these types of workflows:
Power Automate flows
Automated flows that are triggered by events (such as record or document creation, modification, or deletion) in Business Central. Also included are approval flows created in Power Automate that trigger when an approval is requested in Business Central.
Instant flows that are manually triggered from the Automate action menu on lists, cards, and document pages.
Create and manually trigger a Power Automate flow on a Business Central record, such as a customer, item, or sales order, with options to manipulate information both internally and externally (using integrated tools).
Approval workflows based on built-in workflow templates
On the Workflow Templates page, you can see all available workflows. The trial version of Business Central includes many preconfigured workflows represented by workflow templates you can copy to create new ones. When you open a template from the Workflow Templates page, and the workflow name starts with MS-, then the template was added by Microsoft.
Power Automate flows
With Business Central online, you can sign up for Power Automate to build powerful automated workflows. You run those workflows from inside Business Central. The flows can connect internal and external data sources and tools, without coding knowledge.
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Get started with Power Automate, creating flows, and running instant flows
Create an approval workflow by defining what starts the workflow and what happens next, as follows:
A workflow event, which is moderated by event conditions.
A workflow response, which is moderated by response options.
To define workflow steps, fill in fields on workflow lines using the event and response values that represent supported scenarios.
Examples of approval workflow events include the creation of sales or purchase orders/quotes/invoices, price changes, vendor or customer edits, and more.
Set up approval workflow users, specify how users get notified, and create new workflows. (To create new workflows for unsupported scenarios, implement the required workflow elements by customizing the application code.)
Workflows are used to connect business-process tasks that are performed by different users. This module discusses how to set up these workflows in Microsoft Dynamics 365 Business Central.