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Using Workflow 2.0 in Microsoft Dynamics GP

April 1, 2015 7:09 am Published by

Beginning with the release of Microsoft Dynamics GP 2013 R2, Microsoft has implemented a new workflow system that is self-contained within Microsoft Dynamics GP. The new workflow system is labeled Workflow 2.0. This system uses Active Directory users that you can set up as delegates for approvals and tasks. These users do not have to have Microsoft Dynamics GP licenses unless they also need to access GP windows. This system works with both the web client and the desktop client. If you add Web Services, you can use email approvals. The big difference between this system and the old one is that the new workflow system no longer uses SharePoint or Business Portal.

The following workflows were implemented with Microsoft Dynamics GP 2013 R2:

  • Purchase Requisition Approval
  • Time and Attendance Approval
  • Purchase Order Approval
  • Project Timesheet Approval

Last December, the following workflows were delivered with the release of Microsoft Dynamics GP 2015:

  • General Ledger Batch Approval
  • Receivables Batch Approval
  • Project Expense Approval
  • Employee Skills & Training Approval
  • W4 Approval
  • Payables Batch Approval
  • Vendors Approval
  • Direct Deposit Approval
  • Employee Profile Approval

All of the old workflows were replaced by the new ones, and of course, the old workflow setup was removed as well. The setup for Workflow 2.0 is an easy process. One setup window in system administration configures the email settings needed to use the system. Three other setup windows in company administration complete the configurations.

About MIG & Co.

MIG & Co. is a professional consulting firm that specializes in the implementation of business management software solutions, including Microsoft Dynamics GP, SL, and CRM. We automate business processes to ensure that our customers work efficiently. MIG is a Microsoft Dynamics Gold Certified Partner.

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