Hitachi SolutionsNorth America Business Solutions Group

Craig Berg, Industry Director

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Dynamics 365 Finance & OperationsWorkflow

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Contents

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D365FO Workflow vs Logic Apps / Flow

Which modules use workflow out of the box

Build a workflow

Who gets to review and approve ? Users/ Hierarchies

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D365FO Workflow vs Logic Apps / Flow

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• What is Microsoft Flow?

Microsoft Flow is a cloud-based service that makes it practical and simple for line-of-business users (“Citizen Integrators”)to build workflows that automate time-consuming business tasks and processes across applications and services.

• What is Azure Logic Apps

Helps you build, schedule, and automate processes as workflows so you can integrate apps, data, systems, and services across enterprises or organizations. Logic Apps simplifies how you design and create scalable solutions for app integration, data integration, system integration, enterprise application integration (EAI), and business-to-business (B2B) communication, whether in the cloud, on premises, or both.

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Connectors

• Logic apps

https://docs.microsoft.com/en-us/azure/connectors/apis-list

• Flow

https://us.flow.microsoft.com/en-us/connectors/

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Where Can I use Workflow?Which modules

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Accounts Payable

• Freight Invoice Approval

• Vendor Bank Remittance Journal

• Vendor Disbursement Journal

• Vendor Draw Promissory Not Journal

• Vendor Invoice Approval Journal

• Vendor Invoice Journal

• Vendor Invoice Register Journal

• Vendor Invoice

• Vendor Invoice Line

• Vendor Redraw Promissory Note Journal

• Vendor Journal Promissory Note Journal

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Accounts Receivable

• Customer Bank Remittance

• Customer Draw Bill of Exchange

• Customer Free Text Invoice

• Customer Payment

• Customer Protest Bill of Exchange

• Customer Recurring Invoice

• Customer Redraw Bill of Exchange

• Customer Settle Bill of Exchange

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Procurement and Sourcing

• Catalog Import Product Approval

• Catalog Import Approval

• Purchase Agreement Approval

• Delivery Due Date Notification

• Invoice Received Notification

• Product Receipt Failed Notification

• Unconfirmed Product Receipt Rejection Notification

• Purchase Order

• Purchase Order Line

• Purchase Requisition

• Purchase Requisition Line

• Vendor Rebate

• Vendor Add Application

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Project Management / Time and Attendance

• Review Original Budget

• Review Budget Revision

• Review Project Invoice Proposal

• Review Project Quotations

• Resource Request

• Resource Request Line

• Review Timesheet

• Review Timesheet Line

• Time and Attendance Days Total

• Time and Attendance Journal Registration

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Expense Management / Organizational Admin

• Cash Advance Request

• Expense Report Auto Posting

• Expense Report

• Expense Line Item Auto Posting

• Expense Line Item

• Travel Requisition

• VAT Tax Recovery

• Case Management

• Document Handling

• Signing Limits

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Human Resources

• Worker Certificates

• Worker Courses

• Worker Education

• Worker Identification

• Worker Image

• Worker Loaned Items

• Worker Professional Experience

• Worker Project Experience

• Worker Skills

• Worker Position of Trust

• Worker Review

• Human Resources Actions

• Hire Worker

• Terminate Worker

• Transfer Worker

• Worker Course Registration

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General Ledger / Cash and Bank

• Advanced Ledger Entry

• Ledger Allocations Journal

• Ledger Daily Journal

• Ledger Eliminations

• Bank Reconciliation Journal Approval

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Retail / Sales and Marketing

• Retail Catalog Approval

• Retail Sales Line

• Retail Sales Quotation Line

• Customer Rebate

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Build a Workflow

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Elements• Tasks

• Approval Processes

• Line Item

• Flow control

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ActionsOriginator

Task Assignee

Decision Maker

Approver

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Who gets to review

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Users, Positions

• Look to use a position hierarchy. Design the approval process to be based on a user rather than a specific user. This will make the workflow more scalable

• By default it will refer to theposition hierarchy with a hierarchy type of ‘Line’

• For other hierarchies applicable to the workflow , the hierarchy needs to be assigned to the workflow … next slide

Approvers / reviewers will see the task on the workspace.They can also be notified viaemail

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Associate Hierachy. Only associate a hierarchy if you Select ‘configurable hierarchy’ on theWorkflow step