Workflow functionality within Dynamics can be easy to set up and deploy if a user has the correct tools and understands the configurations required across multiple modules of Dynamics AX. In this Academy Session, we will focus on Procurement Workflows.
First, we will review settings required to effectively run workflow within the Procurement Module and also within other modules. Then, we will create workflows and during the creation we will evaluate the different options within the workflow to achieve the desired result.
At the end of this session, participants should both understand the tasks required to deploy workflow within their organization, and understand the configuration options within the workflow itself to create specific business scenarios.
•Understand the Configuration Required within System, Organization, and Procurement to support Purchasing Workflows.
•Ability to evaluate the differences between the different categories of Workflows Available within Procurement.
•Awareness of various decision elements within a workflow and the options therein.
•The ability to create workflow messages.
•Understand the workflow processing history.
Instructor: Jennifer Johnson
Audience: AX Supply Chain, Support, or Analyst
Prerequisites: Students should have an awareness of the Procurement Module in Dynamics AX, but it’s not required. New to AX participants will also benefit.
Preparation: The detailed instructions for attending the class will be sent one to two days prior to class.
Delivery Method: Group Live