We are getting ready to say goodbye to the Dynamics 365 for Operations Help Wiki. We're moving to https://docs.microsoft.com/dynamics365/operations. We'll start redirecting you to topics on the new site at the end of April. We will be disabling editing and comments at the same time.

    Overview of the workflow system

    This article describes the workflow system in Microsoft Dynamics 365 for Operations.

    What is workflow?

    The term workflow can be defined in two ways: as a system and as a business process.

    Workflow is a system

    Workflow is a system that is installed with Dynamics 365 for Operations and that runs on the Application Object Server (AOS). The workflow system provides functionality that you can use to create individual workflows, or business processes.

    Workflow is a business process

    A workflow represents a business process. It defines how a document flows, or moves, through the system by showing who must complete a task, make a decision, or approve a document. For example, the following figure shows a workflow for expense reports.

    Workflow with elements that are assigned to users

    To better understand this workflow, suppose that Sam submits an expense report for USD 7,000. In this scenario, Ivan must review the receipts that Sam routes to him. Then Frank and Sue must approve the expense report.

    Now suppose that Sam submits an expense report for USD 11,000. In this scenario, Ivan must review the receipts, and Frank, Sue, and Ann must approve the expense report.

    Benefits of using the workflow system

    There are several benefits of using the workflow system in your organization:

    • Consistent processes – You can define how specific documents, such as purchase requisitions and expense reports, are processed. By using the workflow system, you ensure that documents are processed and approved in a consistent and efficient manner.
    • Process visibility – You can track the status, history, and performance metrics of workflow instances. This helps you determine whether changes should be made to the workflow to improve efficiency.
    • Centralized work list – Users can view a centralized work list that displays the workflow tasks and approvals that are assigned to them.
    Rate this article

    Report inappropriate content

    Contribute to a discussion

    Comments are disabled for this Wiki.

    1. dynamicspreview

      how can we configure on local VM as we are not able to download the required file while clicking the created workflow.

      • Sharrief Shabazz

        Hello. You should be able to click the links to launch the click-once workflow editor (assuming your machine meets the system requirements and you are using Edge/IE). If the click-once editor is not opening for you on a local VM, then please file a bug with additional information and reproduction steps so that the team can investigate.

    Comments are closed.