Session

Boosting Efficiency: Automating Workflows in Business Central

Workflows in Business Central are a way to automate business processes and tasks. They can help you streamline your operations, improve your efficiency, and reduce errors. Workflows can be triggered by events, such as creating a sales order, approving a purchase invoice, or updating a customer record. You can define the conditions, actions, and notifications that make up a workflow, and customize them to suit your needs. Workflows can also integrate with other applications and services, such as Microsoft Power Automate, Outlook, or Teams.

If you want to learn more about how Business Central can help you automate your business processes, don't miss the presentation by Suzie and Kevin. They will demonstrate the built-in workflows in Business Central and how you can customize them with Power Automate. You will see how easy it is to create, manage and monitor workflows in Business Central with Power Automate.

Workflows in Microsoft Dynamics 365 Business Central offer several key features that can enhance and streamline your business processes. Here are some of the top features of workflows they will be covering:

1. Connect business-process tasks
2. Power Automate integration
3. Approval workflows
4. Customizability
5. Notifications and progress tracking
6. Conditional processes
7. Escalation and expiration
8. Automation

This presentation is a joint presentation with Suzie Moore and Kevin Liebergen.

Suzie Moore

Managing Consultant - FORVIS, LLC

Providence Village, Texas, United States

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