In this course users will learn how to create a workflow for Sales Transactions in Dynamics GP. Route and send documents for approvals to GP and non GP users! Create tasks for users to complete! Email notifications and approval links to users. Add users to the workflow without requiring GP licenses.
Participants will be able to
o Create a new workflow
o Create steps in the workflow
o Understand how to add rules for the workflow
o Learn how to add approvers and the different approvers that can be added
o Learn about new features in GP 2018 and beyond workflow capabilities
o Learn how to turn on Advanced Query Editor to add in new workflow fields