Microsoft Dynamics GP Workflow is a powerful tool that can help organizations streamline their business processes by automating and optimizing approvals and other workflows. It allows businesses to define workflows that are specific to their organization's needs and can be used to manage and track the progress of approvals, escalations, and other actions.

Dynamics GP Workflow offers a wide range of benefits to organizations of all sizes, including increased productivity, improved accuracy, better visibility into workflow status, and enhanced security. This blog post will explore the features and benefits of Microsoft Dynamics GP Workflow in more detail, and provide a step-by-step guide on how to install it.

What is Dynamics GP Workflow?

Workflow is a tool in Microsoft Dynamics GP that allows businesses to automate their business processes. It allows users to define a sequence of tasks that need to be completed to accomplish a specific business process. These tasks can be assigned to different users, departments, or groups, and the workflow engine will ensure that each task is completed in the correct sequence and on time. Workflow can be used to automate a range of business processes, including approvals, reviews, and notifications.

Workflow is a new feature included in Dynamics GP, so all the work is done inside your ERP. If you own GP 2013 or later, then you have access to Workflow. All you have to do is set it up and starting using it.

Features of Workflow

1. Visual Workflow Designer

Microsoft Dynamics GP’s visual workflow designer makes it easy to create and modify workflows. Users can simply drag and drop workflow steps and link them together to create a workflow. The designer also provides a visual representation of the workflow, making it easy to see how each step is connected.

2. Email Notifications

Email notifications can be configured to notify users when a task is assigned to them or when a task is completed. This allows users to stay informed about the status of their tasks and ensures that they are completed on time.

3. Approval Workflow

The approval workflow in Microsoft Dynamics GP allows users to define an approval process for documents such as purchase orders, payables invoices, and employee expense reports. Users can specify who needs to approve each document, and the workflow engine will ensure that each document is approved in the correct sequence.

4. Rejection Workflow

The rejection workflow in Microsoft Dynamics GP allows users to define a process for handling rejected documents. When a document is rejected, it can be automatically routed to the user who needs to make corrections, and the workflow engine will ensure that the corrected document is resubmitted for approval.

5. Reminder Workflow

The reminder workflow in Microsoft Dynamics GP can be used to send reminders to users when a task is approaching its due date. This helps ensure that tasks are completed on time and that users are aware of upcoming deadlines.

Benefits of Using Workflow

1. Increased Efficiency

Workflow in Microsoft Dynamics GP can help businesses automate time-consuming and manual processes, which can help increase efficiency and productivity. By automating processes, businesses can reduce errors and improve the overall quality of their work. This allows staff to focus on more strategic tasks that require their expertise, while also ensuring that all workflows are completed in a timely and efficient manner.

2. Streamline Processes

With workflow, businesses can streamline their processes by defining a clear sequence of tasks needed to complete a business process. This can help reduce the time it takes to complete a process and ensure that each step is completed in the correct order.

3. Improved Communication

Workflow in Microsoft Dynamics GP can help improve communication between users by providing email notifications and reminders. This ensures that users are informed about the status of their tasks and helps ensure that tasks are completed on time.

4. Better Visibility

Dynamics GP Workflow is designed to ensure that all workflows are secure and comply with internal policies and regulations. It allows businesses to define security roles and permissions, ensuring that only authorized personnel have access to sensitive information. This enables visibility into business processes by providing a clear and visual representation of each process, allowing users to see the status of each task and understand the overall process.

Steps to Set Up Workflow

Installing Microsoft Dynamics GP workflow is a fairly straightforward process that can be completed with minimal technical expertise; however, most clients find it easier to work with Dynavistics for planning, set up, and go-live.

Here are a few steps to getting Workflow up and running:

1. Verify system requirements: GP 2013, SQL Server 2008, .NET Framework 4.0 or later

2. Download and install Web Services, Server Components, and Client Components

3. Install Workflow

4. Configure Workflow

5. Test

6. Train

7. Use Workflow in your process 

Need detailed instructions for Workflow? Click here 

When you are ready to get started, let us know! We are happy to talk with you about process improvement, configuration, testing, training, and support.

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Conclusion

Microsoft Dynamics GP workflow is a powerful tool used to streamline financial processes and improve operations. By automating key tasks and reducing manual errors, Microsoft Dynamics GP workflow can help businesses improve efficiency, reduce costs, and focus on more important tasks. Since it is a tool, individual businesses can customize Workflow to meet their unique needs and processes.

Take the time to start using Workflow in Dynamics GP today! If you would like assistance planning out processes, setting up, or using Workflow please contact Dynavistics!

Dynavistics is here for you

Do not worry, you have Microsoft and Dynavistics Support for years to come.  You can plan what is right for your firm and select the timeframe that works for you. Dynavistics is happy to provide full and accurate information so you can make the right choice at the right time for your firm.  If you have any questions or want to discuss your future ERP plans or want help with ERP planning, feel free to contact me at info@dynavistics.com.

If you have any questions about Dynamics GP or BC, NetSuite, Acumatica, or general questions about how we can help you, contact Dynavistics today!