Workflow Management Solutions

Automating key business processes helps to ensure your processes are conforming to industry best practices and that key business tasks aren’t falling through the cracks. Microsoft Dynamics AX workflow automation tool utilizes an embedded workflow engine built on Microsoft’s Windows Workflow Foundation technology to automate the creation, routing, and approval of critical information within the context of your key business processes.
 

Workflow Automation Tool Leverages Pre-built Workflow Templates

While literally any business process can be encapsulated within a workflow routing, common examples of standard workflow templates include:

• New Project Requests to request and approve new projects for setup
• Project Budget Updates to approve changes to the project budget
• Timesheet Approvals to route and approve project, admin, and PTO time
• Expense Approvals to route and approve expense reports
• Invoice Proposals to approve pro forma invoices before sending them out
• Journal Approvals to approve journal entries before they are posted

And with the purchase of our Workflow Template Package, you can gain access to nearly 50 additional workflow templates for activities like New Customer or Vendor Setup, New Employee Setup, and more.

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Quickly create workflows using templates. Use out-of-the-box templates to quickly configure workflows for common business tasks and activities without the need for developer assistance.

For more information about the embedded Workflow Automation tools in Microsoft Dynamics AX, please call 877-877-2266 ext. 703, or send us an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it. ,or submit our Contact Us form.