Custom Workflow Approvals

by Rand Group, LLCMicrosoft 365Paid

Extends approval workflows in Microsoft Dynamics 365 Business Central with groups, tiers, chains, administrators, and custom notifications.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Custom Workflow Approvals — screenshot from the Microsoft Marketplace listing

What it does

Custom Workflow Approvals adds approval options beyond the standard conditions available in Microsoft Dynamics 365 Business Central. Workflows can include approval groups, several group levels, sequential approvers, multiple administrators, and tailored email messages. The app can be used across Business Central modules and includes templates for selected banking, purchasing, sales, and warehouse processes.

Key capabilities

from the Microsoft Marketplace listing

Approval groups

Approval requests can be assigned to groups.

Multi-level approvals

A workflow can include several levels of approval groups.

Sequential approvers

Approval steps can pass from one approver to the next.

Multiple administrators

More than one person can administer approvals.

Custom email messages

Workflow emails can be customized to include relevant information.

Process templates

Templates cover bank reconciliation, blanket purchase orders, purchase invoices, purchase quotes, sales orders, sales quotes, and warehouse shipments.

Use cases

  • Organizations can apply group-based approvals to documents in Business Central modules.
  • Purchase and sales documents can use the available approval templates.
  • Warehouse shipments and bank reconciliations can use the corresponding workflow templates.

In the catalog

200 plugins in Dynamics 365 Business Central · Sales

Price distribution: 11 free, 5 freemium, 178 paid, 6 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Dynamics 365 Business Central
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Are standard workflows within Microsoft Dynamics 365 Business Central not meeting your needs? The Custom Workflow Approvals application helps clients ensure the appropriate approvals are obtained wherein standard options do not meet their needs. Within Microsoft Dynamics 365 Business Central, standard workflow …»

Official marketplace listing

Publisher
Rand Group, LLC
Updated on marketplace
Facts verified

Tags

processautomationdocumentapprovalsbusinesscustomworkflow