Past Customer Workshops

19 May 2022 10:00 - 11:00
Reading time: 1 minute
  • How to set up Workflows for Record Modification/Document Approval
  • How can you require approval for a change to a Customer/Vendor/Item?
  • How to prevent a user from releasing an order above a certain value?
  • The different approval routes to set up, including:

- Approval Chains (Value Limited)

- Direct Approvers

- Approval Workflow Groups

  • How to set up and delegate Approvals to Substitutes
  • How to set up Email Notifications for Approvals
  • How to Accept/Reject/Cancel Approvals

 

Event information

Event Location:
Online
Category:
Dynamics 365 Business Central

Publish modules to the "off-canvas" position.