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Enhancing Business Efficiency Through Workflow Implementation: A Microsoft Dynamics GP Overview

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Join Jennifer Ranz, Program Manager at Microsoft Corporation, as she presents an engaging session on using and implementing workflows in Microsoft Dynamics GP. This program will cover the current workflows available, including Purchase Order and Sales Quote Approvals, and demonstrate how to create and manage these workflows. Learn about the components needed, the approval processes, and how to navigate workflow features through SharePoint and Outlook. Perfect for professionals looking to streamline processes and enhance productivity.

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Enhancing Business Efficiency Through Workflow Implementation: A Microsoft Dynamics GP Overview

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Presentation Transcript

  1. Using and Implementing Workflow Jennifer Ranz jenolson@microsoft.com Program Manager II Microsoft Corporation

  2. Agenda • Discussion about Workflow • Current Workflows Available • Demo on creating a Workflow

  3. Discussion about Workflow • What is it? • System that provides functionality • Approval process

  4. Discussion about Workflow • What do I need to have to use it? • Workflow components on a Web server running Office • SharePoint Server 2007, Windows SharePoint Services 3.0, SharePoint Server 2010,or SharePoint Foundation 2010. • Microsoft Dynamics GP; Microsoft Dynamics GP Workflow • Microsoft Dynamics GP Web Services

  5. Installation Microsoft Dynamics GP Workflow Access Points Workflow SharePoint Site Microsoft Outlook E-Mail

  6. Current Workflows Available • Purchase Order Approval • Approval for purchase orders before they are processed • Purchase Order Entry Window • PO Enhancements activate approvals checkbox must be cleared • Sales Quote Approval • Approval for sales quotes before they are processed • Sales Transaction Entry Window

  7. Current Workflows Available • Customer Credit Limit Override Approval • Approval for orders, fulfillment orders and invoices that exceed the set credit limits for customers • Sales Transaction Entry Window • GL Batch Approval • Approval for general ledger batches before they are posted • Batch Entry Window • Batch approval feature must be off in posting setup

  8. Current Workflows Available • PM Batch Approval • Approval for payables management batches before they are posted • Payables Batch Entry Window • Batch approval feature must be off in posting setup • RM Batch Approval • Approval for receivables management batches before they are posted • Receivables Batch Entry Window • Batch approval feature must be off in posting setup

  9. Current Workflows Available • Vendor Approval • Approval for new vendor records and modified vendor records • Vendor Maintenance Window • Employee Onboard Approval • Approval helps manage the process of onboarding a new employee • Employee Maintenance Window or Hire Window

  10. Current Workflows Available • Employee Personnel Approval • Approval helps manage the process of making changes to employee records • Employee Maintenance Window • Electronic Signatures Workflow • Approve a change that requires an electronic signature • Advantage is to use workflow website rather than GP

  11. Purchase Order Approval DEMO

  12. Questions/Comments Jennifer Ranz jenolson@microsoft.com Program Manager II Microsoft Corporation

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