Dynamics 365 for Finance & Operations Video

Workflow and Document Management


If your internal approval processes require physical steps, paper, pen and/or ink, then it’s time for you to consider some process improvements!  It’s a proven fact that process improvement puts you on the fast path to getting the most bang for your buck in business.

Set up automatic, electronic approval processes that will allow you to manage, control, and increase visibility across all departments; and for a number of transaction types such as purchase requisitions, purchase orders, expense reports, sales quotes, sales orders, new employee and employee termination workflows and that’s only naming a few.

Attach notes, receipts, pictures, documents, files, URL’s to customers, vendors, products, sales quotes, sales orders, purchase orders, expense reports, production orders, quality orders, transfer orders… well honestly, just about… if not all… transactions and data stored throughout the system can have attachments associated with it.  Improve communication with accessible information.

Watch our video ‘Oil your processes with Workflow and Document Management in Dynamics 365 to see if there’s potential for us to assist you in ensuring your operations are running like a well-oiled machine!

UPDATE 8/24/17

Metadata interface for document capture

“The invoice automation solution enables a standard interface that can accept invoice metadata for the invoice header and invoice lines, and also attachments that are applicable to the invoice. Any external system that can generate artifacts that comply with this interface will be able to send the feed into Finance and Operations for automatic processing of invoices and attachments.” From Microsoft Docs

  • Out of the data entities invoice header, invoice lines, and invoice attachments.
  • Exception processing for invoices. A frontend UI for users to make it easy to track failed invoice imports.
  • A side by side invoice attachment viewer to imported invoices and exceptions.

Dynamics 365 for Finance and Operations  is a touch screen enabled, do anything from anywhere, at anytime on almost any device; ERP and App package.  We are excited by the packages interoperability given to the ERP by the Common Data Model, Power Apps, and Flow.  And think you should be excited too.

Need a partner to help you navigate your AX or Dynamics 365 Enterprise system or want to learn more about how Dynamics can work for you:  We are a national organization serving an international base.  We are a Microsoft Gold Partner and would love to show you how we put our clients first since 2003. Please feel free to call or email us to discuss how we can help you today!