Data Entry Workflow for Microsoft Dynamics 365 for Finance and Supply Chain Management is a unique solution in the market that automates the process of entering data end-to-end within Microsoft Dynamics 365 for Finance and Supply Chain Management.
You can use the Data Entry Workflow solution to:
If you can't find the information you are looking for, you can:
Design the desired data entry workflows for your unique business needs.
Data entry workflow design-related features are:
| Feature | Description |
|---|---|
| Data entry workflow template designer | With the help of the designer, you can define various steps with the required fields, set up user assignments, set time limits, and manage the approval process. You can also determine which templates can be started from existing forms in the application. |
| Form-recording tool | Easily create data entry workflow templates by selecting fields from the standard application forms, without any need for in-depth technical knowledge. |
| Form setup | You can define which data entry workflow templates can be used from which forms. |
| Step assignment | You can assign workflow steps to users, teams, or roles. |
| Notifications | You can use the standard alert functionality to notify users on new task assignments or on tasks that are due based on time limits. |
| Copy data entry workflow templates | You can have several templates for the same entity with some slight differences. For that purpose, you can copy existing data entry workflow templates. |
| Version control and change management | The data entry workflow templates support version management and changes management. Change management is done using change sets. |
| Deploy changes to other environments |
You can deploy data entry workflow templates to another D365 FO environment in several ways:
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| History cleanup | You can clean up the workflow history. |
| Integration with Data quality studio | You can design data entry workflow template steps to use the Data quality studio solution during data entry on workflow tasks and transfer of entered data to the target tables. |
| Integration with Master data management studio | Data entry workflow and MDM studio complement each other. Before distributing the data, a workflow can ensure that the steps are completed. When a legal entity receives a new master record, a data entry workflow can be started to complete the data to make it specific for that legal entity. |
As a data entry workflow user, you can do the data entry workflow tasks that are assigned to you.
Data entry workflow operation-related features are:
| Feature | Description |
|---|---|
| Data entry |
As a user with an assigned data entry task, you have an easy-to-understand, compact data entry form instead of standard master data forms. You can:
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| Approval |
As a user with an assigned approval task, validate the fields as defined in the data entry workflow template approval step. You can:
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| Fuzzy duplicate check |
As a user who evaluates possible duplicates, you can:
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| Assignment delegation | As a user, you can delegate your workflow task assignments to another user. |
As a Data entry workflow manager, you can:
