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Microsoft Dynamics GP Workflow 2.0 Setup Is Easy as 1-2-3

Kim Anselmo - Monday, February 16, 2015

by Kayla Schilling, The Resource Group

Microsoft recently released Workflow 2.0 with Microsoft Dynamics GP 2013 R2. With the release of Dynamics GP 2015 Microsoft has expanded the workflows available for Workflow 2.0.

You may be asking yourself, what is Workflow 2.0?

Workflow 2.0 allows you to easily configure approval workflows directly inside of Microsoft Dynamics GP. This eliminates the need to install Dynamics GP workflows on top of SharePoint!

How do I setup Workflow 2.0?

The setup for workflow is a painless process that’s as easy as 1-2-3!

  1. Workflow Setup.
  2. Workflow Calendar. 
  3. Workflow Maintenance.

Workflow Setup

The first step is to go to:

Microsoft Dynamics GP--> Tools-->Setup-->System-->Workflow Setup.

Here you will setup the email options. You can also enable E-Mail Actions if you would like to allow approval via email.

Once you have email setup, you can also edit the email templates for the workflow by going to:

Microsoft Dynamics GP--> Tools-->Setup-->Company-->Workflow-->E-mail Message Setup.

Workflow Calendar

The workflow calendar allows you to specify your companies work hours, and holidays. This ensures that the due date/time for workflows do not take into account non-working hours.

You setup the schedule by going to:

Microsoft Dynamics GP--> Tools-->Setup-->Company-->Workflow-->Workflow Calendar.

Workflow Maintenance

The workflow maintenance screen is where you setup each workflow. You can specify the settings, conditions, managers, and approvers for the workflows.

You can access the workflow maintenance screen at:

Microsoft Dynamics GP--> Tools-->Setup-->Company-->Workflow-->Workflow Maintenance.

The main window allows you to setup the workflow managers, select the series, and create new workflows for each workflow type in the series.

When you select new workflow, or click on an existing workflow, you will be brought to the maintenance page where you can perform the following:

  1. Name the workflow.
  2. Enter a description.
  3. Add steps.
  4. Configure options.
  5. Specify what action is taken when a task becomes overdue.
  6. Activate the workflow (only one workflow can be activated per workflow type.

You can add steps to the workflow by clicking "New Step" in the ribbon.

Here you set the step name, order, conditions, completion policy, and whom the workflow will be assigned to.

Once you save the steps, click "Active" in the workflow maintenance window to activate the workflow, and then save the workflow.

Want to learn more about Microsoft Dynamics GP workflows?

Attend The Resource Group’s webinar on Wednesday, February 25 at 10 AM PT showing you how to use Workflow for Purchase Requisitions. Click here to view our upcoming webinar series on Workflows and events.


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