Introduction: One of the scenarios where you want the Person A approval request should be approved by Person B and Person B approval request should be approved by Person A. How to achieve this goal: Go to Workflows page I want to create a Purchase Order Approval Workflow from Templates. Go to New-> New Workflow … Continue reading How can you set one on one approval workflow in Business Central? →

Introduction: In this blog, we will see how to create factbox of workflow history of purchase order in Microsoft Dynamics 365 Finance and Operations Details:  Well, Factbox is a very pretty cool feature available from the earlier version AX 2012. It is very easy to achieve in Dynamics 365 as well.  Here we will see how … Continue reading Factbox of workflow history on purchase order in D365FO →

In D365 Finance and Operation for some modules, there is no Workflow setup. eg:- Inventory management module. In such a case, we need to perform the following steps after which you can see the workflow setup form which will include all the workflows for that specific module. First, we need to add the Display menu … Continue reading How to Add Workflow form for D365 finance and Operation modules →

Sometimes when you try to open workflow editor you receive error  as “Application cannot be started.Contact the application vendor” as shown in screenshot. this problem can be caused due to various versions of application are there on your system. Let see how to solve this problem :- First thing first make sure you are using … Continue reading How to resolve workflow editor error “Application cannot be started.Contact the application vendor” →

In this blog we will learn how to create workflows in D365 finance and operation. For this blog we are taking example of Purchase order workflow. Which will allow us to create purchase order which is allocated to different persons for approval and review process. Navigate to Procurement and Sourcing >>Setup>>Procurement and Sourcing workflows, and … Continue reading How to create and apply workflow for purchase order in D365 finance and operations →

Introduction: A very handy approach for admins and users of Dynamics 365 who want to bulk clean up field values – And just selecting them in Bulk Editing them as shown below doesn’t help!! So here’s the scenario – You want to clear the selected records for their Credit Score field. Because primarily, you can … Continue reading Bulk Clear field values in D365 →

Introduction: In D365 Operations, when we create a workflow for Purchase Order we face a formatter error related to Time zone. This error is caused due to conflict as same time zone specified twice for a legal entity. First for the legal entity and second time for the address. In this blog, I will tell … Continue reading Purchase Order Workflow formatter error in D365 Finance and Operations →