Don’t dwell on the past, unless it’s Workflow History

Following on from my earlier post about the workflow editor, naturally leads us to how workflows are managed in the system. I’ll use this post to talk about how you can review workflows that are either in process or completed and what to do if one of your workflows fails trying to complete your day-to-day …

Going with the (Work)flow Editor

For a D365 F&O end user, workflows are pretty natural. You fire off your purchase order and it lands in the approvers’ job list ready to be approved, modified or rejected. It’s a straightforward and integral part of any mature ERP solution. 

But what pain do us consultants and administrators go through to make that process work so smoothly?! I give you… the Workflow Editor.

Navigating the D365 F&O interface (Part 2)

This is the next post in a series of back-to-basics, covering the navigation of the system, which began with Part 1, about the Default dashboard, navigation bar and navigation pane. As before, I’d venture there’s more than a reasonable chance that even more seasoned users will pick up a thing or two here, particularly points …