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When a record, such as a purchase document or a customer card, needs to be approved by someone in your organization, you send an approval request as part of a workflow. Based on how the workflow is set up, the appropriate approver is then notified that the record requires their approval.
Core approval workflows for purchases documents, sales documents, payment journals, customer cards, and item cards are ready to start as assisted setup. For more information, see Welcome to Financials.
Note: This functionality requires that your experience is set to Suite. For more information, see Customizing the Dynamics 365 for Financials Experience.
The Dynamics 365 Roadmap provides a snapshot of what’s now available to you. Click on the link to see a description of each section listed: https://roadmap.dynamics.com/
Many small and midsize businesses are deciding to make cloud services and infrastructure an intentional component of their strategy, rather than scrambling to react every time employees start using some new service. These cloud-ready businesses are taking control of cloud adoption by investing in the right tools and making the technical and operational changes necessary to adapt to a faster-paced world.
Microsoft Dynamics 365 for Financials is a business management solution that’s connecting people and processes like never before. From day one, it makes ordering, selling, invoicing and reporting easier and faster. Turn your multiple disconnected systems into one. Boost efficiency with automated tasks and workflows-all from within familiar Office tools like Outlook, Word and Excel. Get a complete picture of your business and make better decisions, with built-in intelligence when and where you need it. With your business running in the cloud, it’s easy to change and adapt at your own pace without involving IT. Start with what you need, quickly and easily, then be ready for growth.
Dynamics 365 provides an integrated view into business processes, from the manufacturing floor, to sales, to service. Processes can be changed and evolved in real time using a modern, consistent and proven extensible platform. Through the new dynamics 365 common data model, applications can be custom built or extended with power apps and Microsoft flow. This integration results in connected systems that give employees the right information for their role when and where they need it. Dynamics 365 enables you to adapt to new business models, customer needs and trends in the marketplace. Experience what’s possible for your business with Dynamics 365.
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Microsoft Dynamics 365 is the next generation of intelligence business applications in the cloud. Dynamics 365 delivers built-in intelligence that infuses big data, advanced analysis, an Internet of things to proactively guide you to optimal outcomes.