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    Microsoft Dynamics GP Workflow 2.0
    Microsoft Dynamics GP Workflow 2.0
    Microsoft Dynamics GP Workflow 2.0
    Ebook148 pages1 hour

    Microsoft Dynamics GP Workflow 2.0

    By Ian Grieve

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    About this ebook

    Microsoft Dynamics GP Workflow 2.0Microsoft Dynamics GP is a popular enterprise resource planning (ERP) application used by tens of thousands of sites around the world to keep the accounting, financial, distribution and manufacturing functions running day in and day out.

    Dynamics GP includes a variety of tools and modules to assist in controlling processes and data; one of the major modules for this was the Dynamics Workflow module. However, this module had major flaws which very much limited its usefulness; it was slow, clunky and difficult to install, configure and maintain.

    As of Microsoft Dynamics GP 2013 R2 this Workflow module has been replaced with a new one; Workflow 2.0. This new module lives entirely within Dynamics GP itself, thereby removing the dependency on SharePoint; this has the dual benefit of making Workflow 2.0 easy to setup, configure workflow processes and maintain on an ongoing basis.

    This book introduces the concepts of workflow and moves onto Workflow 2.0. It covers the creation of both simple and complex document based workflow processes, a non-document based workflow, how users interact with the workflow process, including email notifications and email actions, before wrapping up with a step-by-step install and verification of the Web Services for Microsoft Dynamics GP.

    LanguageEnglish
    PublisherIan Grieve
    Release dateJun 13, 2015
    ISBN9780993055638
    Microsoft Dynamics GP Workflow 2.0
    Author

    Ian Grieve

    Ian Grieve is a Microsoft® Most Valuable Professional for Microsoft Dynamics GP and is also a certified Dynamics CRM consultant specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft Partner and VAR in the North East of England.Ian has worked with Microsoft Dynamics GP since 2003 and, over the years since then, has dealt with all aspects of the product life-cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades and process reviews.Alongside his work with Microsoft Dynamics GP, he has fulfilled a similar role, since joining Perfect Image, dealing with Microsoft Dynamics CRM, with especial emphasis on project delivery and the training of end users on the management of sales, marketing, and service.Ian is the co-author of Microsoft Dynamics GP 2013 Cookbook, author of Microsoft Dynamics GP 2013 Financial Management, produced the Microsoft Dynamics GP Techniques online learning course and was the technical reviewer for both Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide and Microsoft Dynamics CRM 2011 Cookbook.In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk) blog dedicated to Microsoft Dynamics GP and related products.The most recent offshoot of running his blog is that Ian has started writing plugins to extend the functionality of the blogging platform, WordPress. A new site, azurecurve WordPress Development (http://wordpress.azurecurve.co.uk) contains information on his plugins and also the new blog where he discusses how development of plugins is done.

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      Book preview

      Microsoft Dynamics GP Workflow 2.0 - Ian Grieve

      Microsoft Dynamics GP Workflow 2.0

      Ian Grieve

      Copyright © 2015 Ian Grieve

      Smashwords Edition, License Notes

      This ebook is licensed for your personal enjoyment only. This ebook may not be re-sold or given away to other people. If you would like to share this book with another person, please purchase an additional copy for each recipient. If youre reading this book and did not purchase it, or it was not purchased for your use only, then please return to your favorite ebook retailer and purchase your own copy. Thank you for respecting the hard work of this author.

      Published by azurecurve Publishing

      Notice of Rights

      All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

      Notice of Liability

      Every effort has been made in the preparation of this book to ensure the accuracy of the information herein. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, publisher, nor its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by the instructions contained in this book, or by the software or hardware products described within.

      Trademark Notice

      Rather than indicating every occurrence of a trademarked name as such, this book uses the names only in an editorial fashion and to the benefit of the trademark owner with no intention of infringement of the trademark.

      First published: May 2015

      ISBN 978-0-9930556-2-1

      http://publishing.azurecurve.co.uk

      About the Author

      Ian Grieve is a Microsoft® Most Valuable Professional for Microsoft Dynamics GP and is also a certified Dynamics CRM consultant specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft Partner and VAR in the North East of England.

      Ian has worked with Microsoft Dynamics GP since 2003 and, over the years since then, has dealt with all aspects of the product life-cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades and process reviews.

      Alongside his work with Microsoft Dynamics GP, he has fulfilled a similar role, since joining Perfect Image, dealing with Microsoft Dynamics CRM, with especial emphasis on project delivery and the training of end users on the management of sales, marketing, and service.

      Ian is the author of Microsoft Dynamics GP 2013 Financial Management and Implementing the Microsoft Dynamics GP Web Client, co-author of Microsoft Dynamics GP 2013 Cookbook, produced the Microsoft Dynamics GP Techniques online learning course and was the technical reviewer for several Microsoft Dynamics CRM books published by Packt Publishing including Microsoft Dynamics CRM 2011 Cookbook.

      In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk) blog dedicated to Microsoft Dynamics GP and related products.

      The most recent offshoot of running his blog is that Ian has started writing plugins to extend the functionality of the blogging platform, WordPress. A new site, azurecurve WordPress Development (http://wordpress.azurecurve.co.uk) contains information on his plugins and also the new blog where he discusses how development of plugins is done.

      Acknowledgement

      Thanks to my parents for their support through the years and my employer, Perfect Image, for giving me opportunities to work clients in many different fields and, not least, for being open to me taking on outside projects such as this book and its predecessors.

      I also owe thanks to all of the clients I have worked with over the years, whose needs and questions have prompted me to learn ever more about Microsoft Dynamics GP, thereby putting me in a position to write this book.

      Thanks to the Technical Reviewers Mark Polino and Mahmoud al Saadi, fellow Microsoft® Most Valuable Professionals, for their valuable feedback which helped to make the book better.

      About the Reviewers

      Mark Polino

      Mark is a CPA and Microsoft MVP for Dynamics GP. He has worked with Dynamics GP since 1999 as both a consultant and a user. Currently, Mark is a Senior Consultant with Integrated Business Group. He also runs the popular DynamicAccounting.net website dedicated to Microsoft Dynamics GP. Mark is the author or co-author of five books on Dynamics GP.

      Mahmoud M. AlSaadi

      Mahmoud is a Microsoft Dynamics GP MVP and an ERP Consultant with business and technical expertise. He has been implementing Dynamics GP for companies from various domains for the last five years covering the different aspects of the project life cycle including process analysis and re-engineering, implementation, integration, customization, training, and support.

      Mahmoud holds bachelor degrees in both Management Information System and Financial Studies. He is the author of Dynamics GP Essentials blog, with more than 4000 visits a month. He is currently working with Dynamics Innovations, a Microsoft Gold Certified Partner based in Amman, Jordan.

      Table of Contents

      Preface

      Chapter 1: Introduction to Microsoft Dynamics GP Workflow 2.0

      What is workflow?

      Introducing Workflow 2.0

      Workflow 2.0 Prerequisites

      Workflow 2.0 Windows

      Workflow 2.0 Email Notifications

      Workflow 2.0 Email Actions

      Workflow 2.0 on the Home screen

      Navigation Panes

      Summary

      Chapter 2: Setting up Microsoft Dynamics GP Workflow 2.0

      Workflow Setup

      Workflow Calendar

      Workflow E-mail Message Setup

      Summary

      Chapter 3: Workflow Maintenance

      Workflow Maintenance window layout

      Navigation List Icons

      Workflow Type

      Workflow Process

      Summary

      Chapter 4: Creating a Simple Batch Approval Workflow

      Assigning the managers

      Creating the workflow

      Creating the approval step

      Activating the workflow process

      Summary

      Chapter 5: Interacting with a workflow process

      Submitting

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