This is a new update to the Workflow book I’ve written a couple of prior editions over the last few years. This edition includes coverage of the new functionality introduced in Microsoft Dynamics GP 2018, and four additional chapters on customizing the workflow notification emails and securing web services, and some chapters and sections have been rewritten to either expand or make clearer the topics being covered.
Microsoft Dynamics GP is a popular enterprise resource planning (ERP) application used by tens of thousands of sites around the world to keep the accounting, financial, distribution and manufacturing functions running day in and day out.
Dynamics GP includes a variety of tools and modules to assist in controlling processes and data; one of the major modules for this was the Dynamics Workflow module. However, this module had major flaws which very much limited its usefulness; it was slow, clunky and difficult to install, configure and maintain.
As of Microsoft Dynamics GP 2013 R2 this Workflow module has been replaced with a new one; Workflow 2.0. This new module lives entirely within Dynamics GP itself, thereby removing the dependency on SharePoint; this has the dual benefit of making Workflow 2.0 easy to setup, configure workflow processes and maintain on an ongoing basis.
This book, the second edition, introduces the concepts of workflow and moves onto Workflow 2.0. It covers the creation of both simple and complex document based workflow processes, a non-document based workflow, how users interact with the workflow process, including email notifications and email actions, before wrapping up with a step-by-step install and verification of the Web Services for Microsoft Dynamics GP.
Who This Book Is For
This book is aimed at Dynamics GP users, partners and consultants who intend to utilize Workflow to gain more control of the approval process.
This book assumes you have very basic knowledge of Windows Server, Active Directory for creating users and groups and a basic knowledge of Microsoft Dynamics GP. The final chapter is aimed at a more technical user than the rest of the book.
The eBook is available in five formats: PDF, MOBI, EPUB and LIT.
What This Book Covers
This book introduces the basic concepts of workflow as well as how a project implementing workflow might be run, before moving onto the Microsoft Dynamics GP Workflow module.
The next section of the book covers the creation of both simple and complex document workflows, a non-document workflow and how users interact with the workflow process, including email notifications and actions.
The last five chapters are aimed at more technical users and cover adding additional table joins, customizing the notification emails by adding extra fields and deploying and securing Web Services for Microsoft Dynamics GP.
How This Book Is Structured
Chapter 1, Introduction to Microsoft Dynamics Workflow, introduces the basic concepts of workflow and then the functionality of Microsoft Dynamics GP Workflow.
Chapter 2, Workflow Implementation Project Lifecycle, covers the stages of a workflow implementation project from initiation, though design, build, UAT to go-live.
Chapter 3, Setting up Microsoft Dynamics GP Workflow, covers the setup of Workflow.
Chapter 4, Workflow Maintenance, introduces the Workflow Maintenance window and how a workflow process is created and activated.
Chapter 5, Creating a Simple Batch Approval Workflow, covers the creation of a simple General Ledger Batch Approval workflow process.
Chapter 6, Interacting with the workflow process, covers the ways of interacting with the workflow process including E-mail for Workflow and E-mail Actions.
Chapter 7, Creating a Complex Purchase Requisition Workflow, covers the creation of a complex purchase requisition workflow process.
Chapter 8, Creating a Vendor Approval Workflow, covers the creation of a vendor approval workflow.
Chapter 9, Adding Additional Tables for Workflow Conditions, covers the creation of new table relationships to extend the available workflow conditions.
Chapter 10, Customizing the Workflow Notification Emails, covers the customization of the workflow notification emails using HTML tags.
Chapter 11, Adding Additional Fields to Workflow Notification Emails, covers the creation of new fields for inclusion on the workflow notification emails.
Chapter 12, Installing Web Services for Microsoft Dynamics GP, covers the installation, configuration and verification of the Web Services for Microsoft Dynamics GP which are required if E-mail Actions are going to be used.
Chapter 13, Security Web Services for Microsoft Dynamics GP for External Access, covers securing the Web Services, installed in chapter 12, Installing Web Services for Microsoft Dynamics GP, with an SSL certificate for external access.
How much does it cost?
The book will cost $24.99 for the eBook version and $34.99/£29.99/€34.99 for the paperback.
eBook Launch Discount
Enter coupon code WF3RDLAUNCH in the Checkout for 33% off the eBook until Christmas Day 2018.
Will there be a paperback format
Yes, this is wending through the approval process, but should be available on Amazon and other retailers in the next few days.
Where can I buy the book?
Right here for the eBook and for the paperback is coming soon.