Workflows in Dynamics 365 Business Central
You can set up and use workflows that connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows, preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps.
The default version of Business Central supports three types of workflows:
Automated approval workflows based on built-in workflow templates
On the Workflow Templates page, you can see all available workflows. The trial version of Business Central includes a number of pre-configured workflows represented by workflow templates that you can copy to create workflows. When you open a workflow template from the Workflow Templates page, and the workflow's name starts with MS-, then the workflow template is added by Microsoft.
Automated flows that you set up yourself
Any workflow template that you create with Power Automate is added to the list of workflow templates within Business Central. For more information, see Use Business Central in Power Automate Flows.
Manually triggered flows from the Automate action (Business Central online only). For more information, see Manual instant flows.
Power Automate flows
For Business Central online, you can sign up for Power Automate and then build powerful automated flows that you can run from inside Business Central. For more information, see Use Business Central in Power Automate Flows.
Automated approval workflows
You create an approval workflow by listing the involved steps on the lines. Each step consists of a workflow event, moderated by event conditions, and a workflow response, moderated by response options. You define workflow steps by filling fields on workflow lines from fixed lists of event and response values representing scenarios that are supported by the application code.
If a business scenario requires a workflow event or response that is not supported in the default version, sign up for Power Automate. For more information, see Use Business Central in Power Automate Flows. Alternatively, get an app or work with a Microsoft partner to customize the application code.
To set up and use workflows that are not defined in Power Automate, check the following articles:
| To | See |
|---|---|
| Set up workflow users, specify how users get notified, and create new workflows. For new workflows for unsupported scenarios, implement the required workflow elements by customizing the application code. | Set Up Workflows |
| Enable workflows, act on workflow notifications, including request approvals and approve requests to perform a workflow step. Archive and delete workflows. | Use Workflows |
See Also
Sales
Purchasing
Managing Projects
Work with Business Central
Use Business Central in Power Automate Flows
Troubleshoot Your Business Central Automated Workflows
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