Best Dynamics 365 Supply Chain Management Training in 2025

1. How to Customize Workflows in Dynamics 365 Supply Chain Management • A Step-by-Step Training Guide for Streamlining Business Processes with Visualpath

2. Introduction to Workflow Customization • Workflows in Dynamics 365 help automate business processes. In Supply Chain Management, workflows manage tasks like approvals and order processing. Customizing these workflows saves time and ensures accuracy. This session will show how to create, modify, and apply workflows easily. Let’s explore the step-by-step processDynamics 365 Supply Chain Management Training.

3. Why Customize Workflows in SCM? • Customization helps match workflows to your company’s needs. For example, approval steps in purchase orders may differ by department. With custom workflows, you add logic that fits your rules. This reduces errors and improves decision-making. Also, it improves accountability in each supply chain step.

4. Prerequisites Before You Start • Make sure you have these before customizing workflows: • - Proper user roles (System Admin or Workflow Admin) • - Access to Workflow Editor • - Business process knowledge • Also, plan your workflow steps on paper before building them. This saves time and avoids mistakes.

5. Step 1 – Open Workflow Editor • First, log in to Dynamics 365. Then go to the module: Procurement and Sourcing or any SCM area. Select Setup → Workflow → Workflow Editor. The editor will launch in a new window. Now, you're ready to design your workflow.

6. Step 2 – Select Workflow Type • In the editor, choose the workflow type. For example, select Purchase Order Workflow or Vendor Invoice Workflow. This determines where your custom logic will apply. Click Create New Workflow and name it clearly. Next, you’ll start adding elements.

7. Step 3 – Add Workflow Elements • You can add steps like Start, Approval, Manual Task, and End. Drag and drop each element onto the canvas. Connect them in the right order. For example, Start → Approval → End. This flow decides how tasks move through the system.

8. Step 4 – Configure Each Step • Click each element to set its properties. For Approval steps, choose who approves – like managers or finance. Set time limits and conditions. You can even set auto-escalation if no action is taken. This ensures the process keeps moving.Microsoft Dynamics 365 Online Training

9. Step 5 – Add Conditions and Rules • Use condition expressions to control the flow. Example: 'If amount > 50000, route to Senior Manager.' These rules help handle exceptions. Also, add notifications for important steps. Clear rules avoid confusion and errors.

10. Step 6 – Validate and Save • Click Validate Workflow to check for errors. Fix any issues shown in the error log. Then click Save and Close to store your workflow. Saving does not publish it yet. You can edit it again later if needed.

11. Step 7 – Activate the Workflow • Once saved, go to Workflow Versions. Select your workflow and click Activate. Only activated workflows will run. Now, test it with sample data. Make sure every step works as expected.

12. Common Use Cases in Supply Chain • Customized workflows are useful in many SCM tasks. Some examples are: • - Automatic approvals for low-value purchase orders • - Routing vendor invoices by department • - Escalation on delayed inventory tasks • These cases improve efficiency and reduce delays.

13. Best Practices for Workflow Customization • Keep workflows simple and easy to understand. Use clear names for steps and conditions. Avoid too many approval levels. Regularly review and update workflows. This ensures they match real business changes.

14. Role of Visualpath Training • Visualpath offers hands-on training in Dynamics 365 SCM. You’ll learn real-time workflow customization with expert guidance. Courses are job-oriented and globally accessible. By learning customization, you boost your SCM career. Start your learning path with Visualpath today.

15. Career Benefits of Workflow Skills • Knowing workflow customization opens many job roles: • - Functional Consultant • - Supply Chain Analyst • - Business Process Lead • Also, it helps you automate processes in any company. These are key skills for modern ERP professionals.

16. Conclusion – What You Learned • You now know how to: • - Access the Workflow Editor • - Add and configure steps • - Apply business rules • - Activate and manage workflows • With these steps, you can build smarter supply chain processes in D365.

17. Visualpath is the Leading and Best Institute for learning in Hyderabad. We provide Microsoft Dynamics 365 Supply Chain Training. You will get the best course at an affordable cost.For more Details Contact +91 7032290546Visit: https://www.visualpath.in/online-dynamics-365-supply-chain-management.html

18. For More Information AboutSupply Chain trainingAddress:Flat no: 205, 2nd Floor, NILGIRI Block, Aditya Enclave, Ameerpet, Hyderabad-16Mobile No: + 7032290546Visit : www.visualpath.inE-Mail Id : online@visualpath.in

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