Code: 8884
Category: Dynamics GP
Course duration: 1 days

About this Course

The Workflow in Microsoft Dynamics GP course explores workflow from both an implementers perspective and an end user perspective. This course teaches you how to deploy workflow but, also how to submit document for approval and process them. During this class, we discuss the most common workflow scenarios.

This course also includes labs that provide students with hand-on experience with deploying and using the workflow system. This course content assumes the students have already received training on either Microsoft Office SharePoint Services or Windows SharePoint Services and are familiar with those systems.

Audience Profile

People who would like to learn features and procedures required to effectively implement and use the workflow system in Microsoft Dynamics GP and SharePoint. Workflow training is recommended for anyone who plans to implement, use, maintain, consult, or support Workflow in Microsoft Dynamics GP. The class is targeted toward data entry clerks, administrators, office managers, and consultants who need to understand the functional aspects of the workflow system.

Prerequisites

Before attending this course, students must have:

  • Working knowledge of Microsoft Dynamics GP. Specifically, students should be familiar with Receivables Management, Sales Order Processing, Purchase Order Processing, and batch processing.
  • Attended Microsoft SharePoint Services training (Course 5060 or 5061).

At Course Completion

After completing this course, students should be able to:

  • Install the Workflow system.
  • Assign user security and determine participant roles in workflow for users.
  • Activate workflows.
  • Configure steps for workflows that meet various business needs.
  • Use reporting features in Microsoft SharePoint to view information about workflow documents and batches.
  • Deploy the workflow system for Microsoft Dynamics GP.

Course Outline

Module 1: Administration


The purpose of this chapter is to install and setup the workflow system. This chapter provides a checklist of steps to perform the installation of workflow. It also discusses various server configuration options and trade-offs. The person implementing workflow would find this chapter most beneficial.

Lessons

  • Installation of the Workflow system
  • Workflow participants and roles
  • Security and user rights
  • Workflow activation and setup
  • User Security
  • Maintenance of the workflow system

Lab : Configure Security

  • Assign security in Microsoft Dynamics GP
  • Assign an originator in Microsoft SharePoint.

Lab : Activation

  • Activate batch related workflows in Microsoft SharePoint.

Lab : User Preferences

  • Configure user preferences for a workflow user.

After completing this chapter, students will be able to:

  • Learn an overview of the architecture for workflow and deployment configurations.
  • Install the Workflow system.
  • Learn about the different ways people can interact with the Workflow system.
  • Learn about the various roles for workflow participants.
  • Define security privileges for the Workflow system.
  • Set up Workflow features.
  • Perform maintenance on the Workflow system.

Module 2: Using Workflows


This chapter focuses on the procedures for configuring workflows. One of the keys to successfully implement the workflow system is to ensure the workflow steps match the firm’s business needs. In this chapter we explore the different types of relationships between workflow steps and configuration settings. In addition, we discuss specific settings in Microsoft Dynamics GP for the underlying transaction types.

Lessons

  • Discuss the different workflow step types and concepts
  • Configure workflow steps
  • Add & configure workflows
  • Details about setup implications in Dynamics GP for the various workflow types.
  • Details about processing the various workflow types

Lab : Create a Workflow

  • Create workflows in Microsoft SharePoint.
  • This lab creates the workflows, excluding workflow steps, that will be used in the subsequent labs.

Lab : Configure Purchase Order Workflow Steps

  • Configure the steps for the purchase order workflow.
  • This lab configures straight-line workflow approval steps.

Lab : Configure Customer Credit Limit Workflow Steps

  • Configure the steps for the Customer Credit Limit workflow.
  • This lab configures multiple paths ending with a converging approval step workflow.

Lab : Configure the Sales Quote Workflow

  • Configure the steps for the Sales Quote workflow.
  • This lab configures a single-step with multiple approvers workflow

After completing this chapter, students will be able to:

  • Learn about various types of workflows
  • Create a workflow
  • Configure workflow steps
  • Use the purchase order approval workflow
  • Use the customer credit limit override approval workflow
  • Use the sales quote approval workflow
  • Use the General Ledger batch approval workflow
  • Use the payables and receivables batch approval workflow

Module 3: Reporting and Approvals


This chapter focuses on actions users of the workflow system may perform processing workflow documents and batches. This chapter is ideal for people that will act as workflow originators and/or approvers. The reports about workflow that are available in SharePoint are discussed as well.

Lessons

  • Methods for acting on workflow documents and batches.
  • How and when tasks are assigned to workflow participants.
  • Workflow task due dates.
  • Delegation of workflow tasks
  • Originator and approver actions
  • Workflow status and priority
  • Reporting about workflow documents and batches.

Lab : Submit for Approval Action

  • Enter a purchase order and submit it for workflow approval

Lab : Request Change Action

  • Request a change to the purchase order from the previous lab

After completing this chapter, students will be able to:

  • Learn about the types of interfaces for acting on workflow documents and batches
  • Learn about tasks, due dates, and delegation
  • Learn about actions an originator may perform
  • Learn about actions an approver may perform
  • Set the status and priority for a Workflow document or batch
  • Learn about reporting available through workflow