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Dynamics 365 Business Central - How to Create a Workflow

Welcome to our “How to” video series. We are exploring the features of Dynamics 365 Business Central, from basic to most complex!

Our Solutions Specialists cover the basics in creating a credit limit workflow in Dynamics 365 Business Central.

Here is our agenda for today’s video:
How to approve user setups that are completed in Dynamics 365 BC 01:27
How to define credit limits for customers in D365 BC 02:36
How to create the sales order credit limit approval workflow in BC 03:36

Related Dynamics 365 Business Central F.A.Q.
- What can I do if I can’t find a page or report on Dynamics 365 BC?
- Can I save the filters that I always apply to a page Dynamics 365 BC?
- I can never find what I need in the D365 BC menu. Can I save the pages I use to my Role Center?
Find our article here: https://blog.abouttmc.com/dynamics-365-bc-our-expert-unlocks-10-faq

If you're looking for the support of a Microsoft Dynamics ERP/CRM partner, visit: https://abouttmc.com/contact-us/

To learn more about Dynamics 365 Business central, visit:
https://abouttmc.com/dynamics-365-business-central/

Follow TMC on LinkedIn for more resources about Dynamics 365 BC:
https://www.linkedin.com/company/technology-management-concepts/

Видео Dynamics 365 Business Central - How to Create a Workflow канала Technology Management Concepts
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6 мая 2021 г. 23:33:42
00:09:07
Яндекс.Метрика