Power Approvals for Microsoft Dynamics 365 Business Central
Follow these step-by-step instructions for initiating and managing the customer creation approval process using Power Approvals in Dynamics 365 Business Central.
1. Accessing the Customer Creation Approval Workflow
- Log in to the Business Central dashboard with your credentials.
- Access the customer management module to manage customer accounts.
2. Creating a New Customer Account
- Create a new customer account in Dynamics 365 Business Central.
- Fill in the necessary details, including the customer’s name, contact information, billing address, and payment terms.
3. Submitting for Approval
- After filling out the customer account details, click the “Send Approval Request” button in Dynamics 365 Business Central.
4. Automated Workflow Execution
- The submission triggers the Power Approval Workflow events associated with customer creation Power Approval.
- The flow automatically sends the approval request to the relevant stakeholders based on predefined rules, such as requiring approval from a sales manager or review by the finance department.
5. Manager Approval Process
- Designated managers receive automated notifications via email or Microsoft Teams for approval.
- Managers can review the customer account details directly from the notification and approve or reject the request.
6. Completion and Integration
- Once all necessary approvals are received, Power Approvals updates the customer account creation status in Dynamics 365 Business Central.
- Users receive notifications confirming the approval and can finalize the customer account setup, which initiates the subsequent sales and billing processes.
Additional Tips
- Make sure all relevant stakeholders are set as approvers in the Power Approval configuration.
- Respond to approval requests promptly to avoid delays in setting up customer accounts and subsequent sales processes.