Microsoft 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 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 conditions can be defined using many of the fields available on transactions, and also has functionality available for adding additional table joins to make any field in a Dexterity table available.
Workflow 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 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.
The eBook download contains PDF, ePUB, MOBI and LIT formats.
What This Book Covers
This book introduces the basic concepts of workflow as well as how a project implementing workflow might be run, before moving onto the Microsoft Dynamics GP Workflow module.
The next section of the book covers the creation of both simple and complex document workflows, a non-document workflow and how users interact with the workflow process, including email notifications and actions.
The last five chapters are aimed at more technical users and cover adding additional table joins, customizing the notification emails by adding extra fields and deploying and securing Web Services for Microsoft Dynamics GP.
How This Book Is Structured
Chapter 1, Introduction to Microsoft Dynamics Workflow, introduces the basic concepts of workflow and then the functionality of Microsoft Dynamics GP Workflow.
Chapter 2, Workflow Implementation Project Lifecycle, covers the stages of a workflow implementation project from initiation, though design, build, UAT to go-live.
Chapter 3, Setting up Microsoft Dynamics GP Workflow, covers the setup of Workflow.
Chapter 4, Workflow Maintenance, introduces the Workflow Maintenance window and how a workflow process is created and activated.
Chapter 5, Creating a Simple Batch Approval Workflow, covers the creation of a simple General Ledger Batch Approval workflow process.
Chapter 6, Interacting with the workflow process, covers the ways of interacting with the workflow process including E-mail for Workflow and E-mail Actions.
Chapter 7, Creating a Complex Purchase Requisition Workflow, covers the creation of a complex purchase requisition workflow process.
Chapter 8, Creating a Vendor Approval Workflow, covers the creation of a vendor approval workflow.
Chapter 9, Adding Additional Tables for Workflow Conditions, covers the creation of new table relationships to extend the available workflow conditions.
Chapter 10, Customizing the Workflow Notification Emails, covers the customization of the workflow notification emails using HTML tags.
Chapter 11, Adding Additional Fields to Workflow Notification Emails, covers the creation of new fields for inclusion on the workflow notification emails.
Chapter 12, 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.
Chapter 13, Security Web Services for Microsoft Dynamics GP for External Access, covers securing the Web Services, installed in chapter 12, Installing Web Services for Microsoft Dynamics GP, with an SSL certificate for external access.
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Ian Grieve is the Lead ERP Consultant at ISC Software Solutions Ltd., a Microsoft Partner, VAR and ISV headquartered in the United Kingdom of Great Britain & Northern Ireland and with an office in the Republic of Ireland. He is an Advanced Credentialed Professional in Microsoft Dynamics GP by the Association of Dynamics Professionals and was a Microsoft® Most Valuable Professional for Microsoft Dynamics GP between 2013 and 2018.
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.
Ian is the author of Microsoft Dynamics GP 2013 Financial Management, Microsoft Dynamics GP Workflow (first and second editions) and Implementing the Microsoft Dynamics GP Web Client, co-author of Microsoft Dynamics GP 2013 Cookbook and Microsoft Dynamics GP 2016 Cookbook, produced the Microsoft Dynamics GP Techniques online learning course and was the technical reviewer for several Microsoft Dynamics CRM books published by Packt Publishing.
In his spare time, Ian runs the azurecurve|Ramblings of a Dynamics GP Consultant blog dedicated to Microsoft Dynamics GP and related products. In 2017 he launched the azurecurve|Microsoft Dynamics GP Table Reference website.