Microsoft Dynamics GP Workflow 2.0

Microsoft Dynamics GP Workflow 2.0Microsoft Dynamics GP is a popular enterprise resource planning (ERP) application used by tens of thousands of sites around the world to keep the accounting, financial, distribution and manufacturing functions running day in and day out.

Dynamics GP includes a variety of tools and modules to assist in controlling processes and data; one of the major modules for this was the Dynamics Workflow module. However, this module had major flaws which very much limited its usefulness; it was slow, clunky and difficult to install, configure and maintain.

As of Microsoft Dynamics GP 2013 R2 this Workflow module has been replaced with a new one; Workflow 2.0. This new module lives entirely within Dynamics GP itself, thereby removing the dependency on SharePoint; this has the dual benefit of making Workflow 2.0 easy to setup, configure workflow processes and maintain on an ongoing basis.

The initial release of Workflow 2.0 had workflows available for approving purchase requisitions, purchase orders and timesheets for both Project and Payroll; Microsoft Dynamics GP 2015 saw the introduction of workflow for additional areas of the system such as batch approval in General Ledger, Payables Management and Receivables Management.

Microsoft Dynamics GP 2015 R2 introduced two additional workflow types; Payables Management Invoice approval which allows individual invoices to be submitted for approval, which was the most requested workflow type on Microsoft Connect (http://connect.microsoft.com/), and SmartList View Approval.

Workflow 2.0 sends notification emails to users when they have received an action which needs to be performed and allows these actions to be performed via email without the using needing to be logged into Microsoft Dynamics GP. With Microsoft Dynamics GP 2015 R2, Email Notifications have been improved to integrate with Document Attachment and allow documents to be included on the email.

Who This Book Is For

This book is aimed at Dynamics GP users, partners and consultants who intend to utilize Workflow 2.0 to gain more control of the approval process.

This book assumes you have very basic knowledge of Windows Server, Active Directory for creating users and groups and a basic knowledge of Microsoft Dynamics GP. The final chapter is aimed at a more technical user than the rest of the book.

eBook Format

The eBook download contains PDF, ePUB and MOBI formats.

The initial release contained only the PDF format; if you bought this release and would like the additional formats, please contact us through the Contact Us page using the email address used when placing your order.

What This Book Covers

This book introduces the concepts of workflow and moves onto Workflow 2.0. It covers the creation of both simple and complex document based workflow processes, a non-document based workflow, how users interact with the workflow process, including email notifications and email actions, before wrapping up with a step-by-step install and verification of the Web Services for Microsoft Dynamics GP.

How This Book Is Structured

Chapter 1, Introduction to Microsoft Dynamics Workflow 2.0, introduces the basic concepts of workflow and then the functionality of Microsoft Dynamics GP Workflow 2.0.

Chapter 2, Setting up Microsoft Dynamics GP Workflow 2.0, covers the setup of Workflow 2.0.

Chapter 3, Workflow Maintenance, introduces the Workflow Maintenance window and how a workflow process is created and activated.

Chapter 4, Creating a Simple Batch Approval Workflow, covers the creation of a simple General Ledger Batch Approval workflow process.

Chapter 5, Interacting with the workflow process, covers the ways of interacting with the workflow process including E-mail for Workflow and E-mail Actions.

Chapter 6, Creating a Complex Purchase Requisition Workflow, covers the creation of a complex purchase requisition workflow process.

Chapter 7, Creating a Vendor Approval Workflow, covers the creation of a vendor approval workflow..

Chapter 8, Installing Web Services for Microsoft Dynamics GP, covers the installation, configuration and verification of the Web Services for Microsoft Dynamics GP which are required if E-mail Actions are going to be used.

eBook Licence

Buying this eBook grants you a non-transferable license to download and use one copy of the eBook, subject to the terms provided below:

  • When your payment completes you will receive an email from azurecurve Publishing containing a secure download link which will allow you to download the eBook within 72 hours:

  • The file can be downloaded up to five times, to allow for network problems, but you cannot distribute or re-sell the file or make your download link known to others.
  • The eBook is downloadable as a single Adobe PDF file.
  • The eBook does not expire and does not need rights-management licenses and can be read by you on any device.
  • All transactions are in US dollars and include all taxes – there is no postage or transaction charge
  • For the purposes of law this transaction is considered to be conducted within the United Kingdom.
  • Reading the eBook requires your computer to have Adobe Reader, or compatible software, installed; non-standard PDF readers are not supported.

If you encounter any problems with your purchase, then please contact us for assistance

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About The Author

Ian Grieve is a Microsoft® Most Valuable Professional for Microsoft Dynamics GP and is also a certified Dynamics CRM consultant specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft Partner and VAR in the North East of England.

Ian has worked with Microsoft Dynamics GP since 2003 and, over the years since then, has dealt with all aspects of the product life-cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades and process reviews.

Alongside his work with Microsoft Dynamics GP, he has fulfilled a similar role, since joining Perfect Image, dealing with Microsoft Dynamics CRM, with especial emphasis on project delivery and the training of end users on the management of sales, marketing, and service.

Ian is the co-author of Microsoft Dynamics GP 2013 Cookbook, author of Microsoft Dynamics GP 2013 Financial Management, produced the Microsoft Dynamics GP Techniques online learning course and was the technical reviewer for both Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide and Microsoft Dynamics CRM 2011 Cookbook.

In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant blog dedicated to Microsoft Dynamics GP and related products.

The most recent offshoot of running his blog is that Ian has started writing plugins to extend the functionality of the blogging platform, WordPress. A new site, azurecurve WordPress Development contains information on his plugins and also the new blog where he discusses how development of plugins is done.

Other Works By This Author

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