Before you can use Data entry workflow, some setup is required:
Name | Responsible | Description |
---|---|---|
Set up Azure storage for workflow template change management |
Designer (Data entry workflow) |
Use an Azure Storage Account to exchange change management files between your D365 FO environment and other environments. |
Set up Data entry workflow parameters |
Designer (Data entry workflow) |
Before you start using Data entry workflow, set up the Data entry workflow parameters. Besides the general parameters, define parameters for:
|
Set up Data entry workflow categories |
Designer (Data entry workflow) |
You can use Data entry workflow categories to group your workflow templates. For example, by functional area, like Sales or Product. |
Set up configurable labels |
Designer (Data entry workflow) |
You can setup configurable labels to be used on data entry workflow template steps. You can use configurable labels for:
|
Name | Responsible | Description |
---|---|---|
Set up Azure storage for workflow template change management |
Designer (Data entry workflow) |
Use an Azure Storage Account to exchange change management files between your D365 FO environment and other environments. |
Set up Data entry workflow parameters |
Designer (Data entry workflow) |
Before you start using Data entry workflow, set up the Data entry workflow parameters. Besides the general parameters, define parameters for:
|
Set up Data entry workflow categories |
Designer (Data entry workflow) |
You can use Data entry workflow categories to group your workflow templates. For example, by functional area, like Sales or Product. |
Set up configurable labels |
Designer (Data entry workflow) |
You can setup configurable labels to be used on data entry workflow template steps. You can use configurable labels for:
|
Related to | Notes |
---|---|
Set up Data entry workflow |
  |