Functional (Workflow, Payroll, HR, Sales and Marketing, Project Accounting) | SCM & Distribution


HOL05 - Hands on Lab: Do You Want to Build a Workflow?

9:45 AM - 10:45 AM
Room: Belmont A - Magnolia Mezzanine Level M

Format: Hands on Lab
Level: Beginner
Version: AX 2012; AX 2012 R2; AX 2012 R3; Dynamics 365 for Finance and Operations

In this hands-on-lab, we will take you through the entire process of configuring a workflow for Accounts Payable Vendor invoices (the grand-daddy of workflows). We will create approval elements, task elements, automated tasks, conditional decisions, and manual decisions. We will use a variety of assignment types and configure notifications. Although this HOL will be delivered in AX 2012, all the concepts, screen shots, and step-by step instructions can be applied to Dynamics 365. So if you are wanting to get started with Workflow in your organization, be sure to come join us.

This session is limited to the first 17 attendees and is first come, first serve.

The AXUG Hands-on Labs are powered by Tribridge and Concerto.

Learning Objectives:

Rachel Profitt

Director, RSM Technology Academy

Hi, my name is Rachel Profitt, and I have been working with Dynamics AX for more than 14 years. I started my journey back on Axapta version 2.5 as an accounting end user and transitioned into an IT Help Desk and Training role after a few years of experience. After 5 years of working on the customer side of the table, I made the transition to a partner working at RSM (formerly Junction Solutions). I hold the Microsoft Certified Trainer (MCT) and more than 35 AX and CRM certifications. I have been training users how to use and implement Dynamcis AX for more than 9 years now and I am curently the Director of RSM Technology Academy. I have also worked on several implementations, have experience with development (X++) and have a very strong background in the Retail, Manufacturing, Food and Beverage, and Life Sciences Industries.

I am very passionate about training and helping users understand how to get the most out of thier ERP implementation. Being an end user with the product in a time where no documentation or training existed, and driven me to help Microsoft create content as well as build a department that focuses specificially on AX and CRM training. If you have a question about AX, I am here to help, message me on Linked In or Twitter, and I will do my best to help you out.


Send Email for Rachel Profitt


Hands on Lab: Do You Want to Build a Workflow?

Attendees who have favorited this

Send Email for Hands on Lab: Do You Want to Build a Workflow?