New Workflow Engine in Dynamics NAV 2016 - Streamline and Automate Business Processes | BDO Connections 2016

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This document discusses the new workflow engine in Dynamics NAV 2016. It allows businesses to streamline and automate processes. The workflow engine uses triggers to initiate actions called "thens" such as notifications, approvals, restrictions or comments. It can be customized to trigger on over 90 out of box events for different record types. For example, a workflow could block a customer and notify someone if their credit limit is increased while having an outstanding balance. The workflow engine integrates with existing NAV 2016 features and can be extended for specific business needs.

Software

New Workflow Engine in
Dynamics NAV 2016
Streamline and Automate
Business Processes
Presented by: Sandy M. Schultz

What is Workflow?
• Notification - Tells the users something has
happened
• Approval - Approve or Reject changes or
documents
• Process Automation - Processing something
without user interaction

What do we need for Workflow?
• Workflow & Approval User Setup
• Notification Setup
• Job Queue & NAS
• SMTP Setup (optional)
• Working knowledge of NAV

How does Workflow work?
• when a customer record is changed
• When - when something happens
• On - this type of record
• Then - go do something
• then block the customer & notify the boss
• the credit limit is increased on any
customer with a balance

1. The When’s
• Integrated with NAV 2016 Eventing
• 90+ out of box Events
• Business, Integration, Global, Database and Page Triggers
• Workflow triggers are used when posting documents &
journals or when creating, modifying and deleting a
record.

2. The On’s
• General Journal
• Customers
• Vendors
• Items
• Incoming Documents
• Purchase Documents
• Quote, Order, Invoice, Credit,
Blanket Order, Return Order
• Sales Documents
• Quote, Order, Invoice, Credit,
Blanket Order, Return Order
• 7 different tables

3. The Then’s
• Create an approval
• Show a message
• Add a restriction
• Create a notification
• Create a Journal Line
• Approvers Comments
• Remove a restriction
• Nothing

Can Workflow be extended?
It’s NAV! Of course it can.

• When a Customer with an outstanding AR balance
• has their credit limit increased,
• then block the customer, notify someone & pop up a
message
• Purchase Invoice Approval and Auto-post
• Sales Line Minimum Profit % Approval

Questions?
email: sschultz@bdo.ca
Twitter: sandymschultz

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New Workflow Engine in Dynamics NAV 2016 - Streamline and Automate Business Processes | BDO Connections 2016

1. New Workflow Engine in Dynamics NAV 2016 Streamline and Automate Business Processes Presented by: Sandy M. Schultz

2. What is Workflow? • Notification - Tells the users something has happened • Approval - Approve or Reject changes or documents • Process Automation - Processing something without user interaction

3. What do we need for Workflow? • Workflow & Approval User Setup • Notification Setup • Job Queue & NAS • SMTP Setup (optional) • Working knowledge of NAV

4. How does Workflow work? • when a customer record is changed • When - when something happens • On - this type of record • Then - go do something • then block the customer & notify the boss • the credit limit is increased on any customer with a balance

5. 1. The When’s • Integrated with NAV 2016 Eventing • 90+ out of box Events • Business, Integration, Global, Database and Page Triggers • Workflow triggers are used when posting documents & journals or when creating, modifying and deleting a record.

6. 2. The On’s • General Journal • Customers • Vendors • Items • Incoming Documents • Purchase Documents • Quote, Order, Invoice, Credit, Blanket Order, Return Order • Sales Documents • Quote, Order, Invoice, Credit, Blanket Order, Return Order • 7 different tables

7. 3. The Then’s • Create an approval • Show a message • Add a restriction • Create a notification • Create a Journal Line • Approvers Comments • Remove a restriction • Nothing

8. Can Workflow be extended? It’s NAV! Of course it can.

9. • When a Customer with an outstanding AR balance • has their credit limit increased, • then block the customer, notify someone & pop up a message • Purchase Invoice Approval and Auto-post • Sales Line Minimum Profit % Approval

10. Questions? email: sschultz@bdo.ca Twitter: sandymschultz

New Workflow Engine in Dynamics NAV 2016 - Streamline and Automate Business Processes | BDO Connections 2016

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