Entrepreneurs and businessmen always look to stay one step ahead of the competition. Dynamics 365 Business Central Implementation, Dynamics 365 Consulting Services, and Microsoft Unified Support Services are very handy to fulfill this proposition.
To achieve this endeavor, Dynamics 365 Business Central Implementation, Dynamics 365 Consulting Services, and Microsoft Unified Support Services play a crucial role.
In the forthcoming sections of this blog, we will look into how these lethal tools can assist you in streamlining your workflows.
We will also provide useful tips to improve your business processes. All of this while making it easy for you to understand and apply.
Let us start with the definition of a workflow in our first section.
What is a Workflow?
A workflow in a Dynamics 365 app is a mechanism through which it becomes effortless to automate business processes without human interaction. People generally utilize workflow processes to start automation that does not need any user indulgence.
Steps to Customizing Workflows and Business Processes in Dynamics 365 Finance and Operations
Let us begin with the steps.
- The first step is to develop a project naming it – Custom Workflow.
- Next, you need to integrate a brand new base enum, naming it – CustomWorkflowBaseEnum.
- You must integrate elements in the new curated enum in the next step. You can do that by right-clicking on the enum and opting for Add Element.
- While adding elements, ensure that the submit button is at the top. The reason is that while you try to curate a record in the form, it enables, by default, the first value to be selected on the flow.
- Next, develop a custom table by naming it – CustomWorkflowTable and integrate three fields in the table, i.e., Id, name, CustomWorkflowBaseEnum.
- Integrate a field group in this table by right clicking the field groups. Next, click on the option – New Group.
- Modify the name in the field group as – CustomWorkflowFieldGroup. Next, drag the fields in the field group according to your needs.
- Select the option CanSubmitToWorkflow method of this table.
- Integrate a brand new method by naming it UpdateWorkflowStatus in this table.
- Paste the below code in the above-curated methods.
public boolean canSubmitToWorkflow(str _workflowType = ”
{
boolean ret;
ret = super(_workflowType);
if(this.CustomWorkflowBaseEnum != CustomWorkflowBaseEnum::Approved)
{
ret = true;
}
else
{
ret = false;
}
return ret;
}
public static void updateWorkflowStatus(RefRecId recId , CustomWorkflowBaseEnum status)
{
CustomWorkflowTable customWorkflowTable;
ttsbegin;
select forupdate customWorkflowTable
where customWorkflowTable.RecId == recId;
customWorkflowTable.CustomWorkflowBaseEnum = status;
customWorkflowTable.update();
ttscommit;
})
11. Integrate a custom form by naming it – CustomWorkflowForm.
12. Integrate our custom table titled – CustomWorkflowTable in the data source of the form.
13. Select the form design pattern as Custom.
14. Integrate the action pane and a grid and drag and drop the data source fields in the grid.
15. Next, opt for the allow Edit property of enum control in the grid to No.
16. Develop a display menu item titled – CustomWorkflowMenu.
17. Put the curated form name in the object property and set the menu item’s label.
18. Next, you must develop an extension of the Accounts Receivable module in the project.
19. You need to drag the menu item in the InquiriesAndReport section.
20. Next, you must curate a new query by naming it – CustomWorkflowQuery.
21. Integrate our table – CustomWorkflowTable in the data source of the query and opt for the dynamics field property to No.
22. Instigate the project with database synchronization.
23. Integrate workflow category – CustomWorkflowCategory.
24. Fix the module property to SalesOrder and also fix the label.
25. Integrate a workflow type – CustomWorkflowType.
26. Next, you will observe a new window. Here, you need to insert the name of the category, the name of the query, name of the display menu item.
27. Bottom classes and action items will automatically be curated.
28. Alter the label of the workflow type to submit the action menu item.
29. Alter the label of workflow type to cancel the action menu item.
30. Integrate the below-mentioned code in the submit manager class.
/// <summary
/// The CustomWorkflowTypeSubmitManager menu item action event handler.
/// </summary>
public class CustomWorkflowTypeSubmitManager
{
public static void main(Args args)
{
// TODO: Write code to execute once a work item is submitted.
CustomWorkflowTable customWorkflowTable;
WorkflowComment note = “”;
WorkflowSubmitDialog workflowSubmitDialog;
WorkflowCorrelationId workflowCorrelationId;
WorkflowTypeName workflowTypeName = workFlowTypeStr(“CustomWorkflowType”);
//Opens the submit to workflow dialog.
workflowSubmitDialog = WorkflowSubmitDialog::construct(args.caller().getActiveWorkflowConfiguration());
workflowSubmitDialog.run();
if (workflowSubmitDialog.parmIsClosedOK())
{
customWorkflowTable = args.record();
// Get comments from the submit to workflow dialog.
note = workflowSubmitDialog.parmWorkflowComment();
try
{
ttsbegin;
workflowCorrelationId = Workflow::activateFromWorkflowType(workflowTypeName, customWorkflowTable.RecId, note, NoYes::No);
customWorkflowTable.CustomWorkflowBaseEnum = CustomWorkflowBaseEnum::Submitted;
customWorkflowTable.update();
ttscommit;
// Send an Infolog message.
info(“Submitted to workflow.”);
}
catch (Exception::Error)
{
error(“Error on workflow activation.”);
}
}
args.caller().updateWorkFlowControls();
}
}>
31. Integrate the following code in the workflow type event handler class:
/// The CustomWorkflowTypeEventHandler workflow event handler
/// </summary>
public class CustomWorkflowTypeEventHandler implements WorkflowCanceledEventHandler,
WorkflowCompletedEventHandler,
WorkflowStartedEventHandler
{
public void started(WorkflowEventArgs _workflowEventArgs)
{
// TODO: Write code to execute once the workflow is started.
CustomWorkflowTable::updateWorkflowStatus(_workflowEventArgs.parmWorkflowContext().parmRecId(),CustomWorkflowBaseEnum::Submitted);
}
public void canceled(WorkflowEventArgs _workflowEventArgs)
{
// TODO: Write code to execute once the workflow is canceled.
CustomWorkflowTable::updateWorkflowStatus(_workflowEventArgs.parmWorkflowContext().parmRecId(),CustomWorkflowBaseEnum::Rejected);
}
public void completed(WorkflowEventArgs _workflowEventArgs)
{
// TODO: Write code to execute once the workflow is completed.
CustomWorkflowTable::updateWorkflowStatus(_workflowEventArgs.parmWorkflowContext().parmRecId(), CustomWorkflowBaseEnum::Approved);
}
}
32. Alter the Workflow Enable Property to Yes and integrate the workflow type name of the form design property.
33. Initiate the project with database management.
34. Next, integrate the workflow approval – CustomWorkflowApproval.
35. You will see a window. Please follow these steps next:
a. Opt for workflow document. It is the class that is curated automatically when it returns the query.
b. Insert the field group of the custom table.
c. Insert display menu item name.
36. Certain classes and action menus will be created automatically.
37. Integrate the below-mentioned code in the workflow approval handler class.
/// <summary
/// The CustomWorkflowApprovalEventHandler workflow outcome event handler.
/// </summary>
public final class CustomWorkflowApprovalEventHandler implements WorkflowElementCanceledEventHandler,
WorkflowElemChangeRequestedEventHandler,
WorkflowElementCompletedEventHandler,
WorkflowElementReturnedEventHandler,
WorkflowElementStartedEventHandler,
WorkflowElementDeniedEventHandler,
WorkflowWorkItemsCreatedEventHandler
{
public void started(WorkflowElementEventArgs _workflowElementEventArgs)
{
// TODO: Write code to execute once the workflow is started.
}
public void canceled(WorkflowElementEventArgs _workflowElementEventArgs)
{
// TODO: Write code to execute once the workflow is canceled.
CustomWorkflowTable::updateWorkflowStatus(_workflowElementEventArgs.parmWorkflowContext().parmRecId(), CustomWorkflowBaseEnum::Rejected);
}
public void completed(WorkflowElementEventArgs _workflowElementEventArgs)
{
// TODO: Write code to execute once the workflow is completed.
CustomWorkflowTable::updateWorkflowStatus(_workflowElementEventArgs.parmWorkflowContext().parmRecId(), CustomWorkflowBaseEnum::Rejected);
}
}>
38. Alter the label of workflow approval to Approve Action Menu Item.
39. Alter the label of workflow approval to Delegate Action Menu Item.
40. Alter the label of workflow approval to Reject Action Menu Item.
41. Alter the label of workflow approval to RequestChange Action Menu Item.
42. Alter the label of Workflow approval to Resubmit Action Menu Item.
43. Next, start the workflow type, right-click on the supported elements section, and opt for New Workflow Element Reference.
44. Here, you need to insert the workflow approval name in the Element Name property and mention the name.
45. Alter the label of workflow type.
46. Now, develop the project with database organization.
47. Next, start the form in the D365 browser. Ensure there is no workflow button enabled. You need to configure the custom workflow in the same manner as we set it up in the Accounts Receivable module.
48. Visit the Accounts Receivable Module and click on Setup and Accounts Receivable workflows. Click on the Accounts receivable workflows.
49. Hit the new button.
50. Opt for a custom workflow type from the list. Note: It is the label of workflow type.
51. You will see a new window. Here, click on the Run button.
52. Next, you will find a new form. Here, insert your email and password.
53. You will see a forbidden error if you are not signed in with an admin account.
54. If you are logged in with an admin account, you will see a prompt in a new window – start. Here, you can design the workflow per your requirements.
55. Hit on Basic Settings and integrate the placeholder.
56. Steer to assignments and select the user option.
57. Hit on the User button and add the user there.
58. Next, hit the Basic Settings button. You will find it beneath the assignment window. Here, you need to provide placeholders.
59. Now, drag workflow approval in the workflow window.
60. Hit start and drag the connector arrow to the workflow approval function.
61. Scroll the bar, and you will find the end function.
62. Hit on the workflow approval and drag the connector arrow to the end function.
63. Hit on the Save and Close button.
64. Hit the OK button, and you will observe another form. Click on the Activate button there to activate the workflow.
65. Go back and open the form again, and you will find the workflow button observable there.
Here, we come to the end of the steps to customize workflows and business processes in Dynamics 365 Finance and Operations. But, it is equally imperative that you handle several tasks to run a successful business.
Some of these include financial transactions and customer relationships. This is where Dynamics 365 Business Central Implementation comes into prominence.
These well-rounded solutions help your business manage all the functions in a solitary place. However, what will happen if you must personalize these processes to suit your exclusive business requirements?
This is where Dynamics 365 Consulting Services and Microsoft Unified Support Services become a savior.
Dynamics 365 Business Central Implementation
You can compare executing Dynamics 365 Business Central with providing your business with a digital makeover. It provides an all-inclusive platform that helps manage sales, finances, and customer service.
This enables you to save time and resources. It allows entrepreneurs and businessmen to relax, comprehending that this implementation is the main pillar for effective functioning.
Dynamics 365 Consulting Services
It is now time to focus on Dynamics 365 Consulting Services. It is crucial in the overall transformation of your business function. These services are not merely for guidance.
They are your partners in tailoring Dynamics 365 to sync perfectly with your business objectives and requirements.
Microsoft Unified Support Services
Change is the only constant in the world of entrepreneurship and business management. With time, as your business flourishes, you will come across various opportunities and challenges that will prompt you to avail more help and support.
This is where Microsoft Unified Support Services comes into the picture. The amazing thing about these services is they provide constant, dependable support.
It ensures that your meticulously customized workflows within Dynamics 365 continue functioning without hiccups.
Improving Business Efficacy
This is the right time to learn about the significance of customizing workflows and business processes.
It is all about efficacy. When you tailor Dynamics 365 to match your specific business operations, you eliminate needless steps and mechanize routine tasks. This makes you save time and cost. Thereby, it allows you to focus entirely on growth and innovation.
Overcoming Complexity
Customization might seem complicated when you first hear it. However, that should not be the case. Dynamics 365 comes with user-friendly tools and features that make adjusting the software according to your needs hassle-free.
There is no need to have technical skillsets. You can start With a crystal clear vision of how you wish to perform your business.
Compliance and Security
Every businessman and entrepreneur has to look after compliance and data security. Dynamics 365 takes this very seriously.
It comes with robust security features aiding you in compliance with industry norms.
You can easily handle sensitive information with great care and precision with the help of customized workflows.
SEO Optimization and Audience Engagement
You might be confused seeing this section in this blog. But, it is well-known that SEO is critical for getting online visibility.
Entrepreneurs and businessmen need their businesses to be easily searched by potential clients.
Once you optimize your content and website with keywords like Dynamics 365 Business Central Implementation, Dynamics 365 Consulting Services, and Microsoft Unified Support Services, it becomes easier to boost your online presence. It also aids you in attracting more customers.
Concluding Thoughts
Customizing workflows and business processes in Dynamics 365 Finance and Operations is a real deal-breaker for businessmen and entrepreneurs.
It commences with Dynamics 365 Business Central Implementation, setting the stage for efficacy and growth. Dynamics 365 Consulting Services provides the customization you are looking for. At the same time, Microsoft Unified Support Services provides incessant success.
So, if you want to modernize your operations, stay compliant, and position your business for growth, use the power of Dynamics 365 customization.
