The 3 Components of Workflow

In this Community Summit North America 2022 moment, excerpted from the Education sessions for the Dynamics 365 BC/NAV user group, Ting Ma, Senior Application Consultant, TMC, explains the three components of Workflow.

Highlights

00:37 – Workflow itself has three components:

  • Workflow templates
  • Approvers setup
  • Notifications

00:45 – Workflow has a variety of templates dependent on user needs. There are approval hierarchies in an organization – approval criteria can be selected dependent on an organization’s preferences.

01:20 – In Workflow, the delivery of notifications is important. Users can customize notification settings to ensure that other Workflow users receive important updates.


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