Copy Workflow Doesn’t Copy Notification Settings

Microsoft Dynamics GPI made a discovery the other day about the Copy Workflow functionality in Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance). I have been working with a client to create a new Purchase Order Processing workflow. After the client did UAT on a test system, we needed to transfer the workflow to the live system.

We did this by copying the Workflow from the test company to the live one using the Coopy functionality. After the copy, users did a little testing on live and found that originators were not receiving notifications, but users were receiving the task assignment emails.

This was not the first email issues we had encountered during the project, but turned out to be the simplest to resolve (although it took longer than it should to identify).

To correct the issue, open the Workflow and click the expansion arrow next to the Send notifications for completed actions checkbox and remark the checkboxes for the notifications which should be sent:

Workflow Email Notification Maintenance

Workflow Notification View/Edit Link Doesn’t Work on Outlook 365 Online

Microsoft Dynamics GPThis post is a PSA regarding an issue we encountered for a client recently while implementing Workflow approvals for Purchase Order Processing.

When the user received and opened the email notification with a View/Edit link, for some users the link displayed as a standard blue hyperlink, but it was not clickable, and for other users it just displayed as black text:

Task assignment email in Office365

When I took a look at the source of the email, the a tag was empty:

<a href="">PR0000025</a>

After doing some testing on this, the problem appeared only to be the web based Outlook in Office 365; opening the same email in a desktop based Outlook client allowed the link to work correctly:

Task assignment email in Outlook

We logged this as a call with the Dynamics GP Support team, who were able to confirm out findings. The issue does not lie with Microsoft Dynamics GP; if it did the desktop Outlook client would not work either.

The issue is that Office 365 is stripping the link; I am assuming this is because it is not recognised as a valid link. It does not start http as a normal web link does, but with dgpp.

I have advised the client of this and suggested they speak to their Office 365 partner about logging this call with the 365 team and see what can be done in that area.

Customising Dynamics GP Workflow Emails: Series Index

Microsoft Dynamics GPAs I’m sure you know by now, I do quite a lot of work with the Microsoft Dynamics GP Workflow module. On one of the recent projects I worked on, it was commented upon by a few users that the font size on the email was a little too small. My initial reponse was that it isn’t possible to change the font size. But, when I was on a loing drive a couple of days later, it occurred to me that it might be possible.

In this small series of posts, I am going to show how the font size on the emails can be changed, and the different ways this can be done, depending on the result you want.