The New Workflow Engine for Microsoft Dynamics GP

Microsoft Dynamics GP 2013 R2, released earlier this year, included a lot of new features, one of which was Workflow 2.0. The new workflow engine is part of Microsoft Dynamics GP itself, divorced from dependency on SharePoint and Business Portal, and it adds web client access and integrates with Microsoft Dynamics GP web services. Four workflow types were shipped with Microsoft Dynamics GP 2013 R2, and nine more are on the way for the Microsoft Dynamics GP 2015 release. MSDynamicsWorld.com recently hosted a webcast on the new workflow functionality, and you can view a recording of it here. Microsoft program manager Jared Hall presented the webcast and answered many questions there, and in a follow-up article at MSDynamicsWorld.com, he answered some of the most-asked questions that he did not have time to address during the webcast. For details, see the linked webcast and the linked article. The broad strokes are as follows: These workflow types are currently available in Microsoft Dynamics GP 2013 R2:

• Purchase Order Approval
• Purchase Requisition Approval
• Time and Attendance
• Project Timesheet Approval

These workflow types are planned to be added for the upcoming Microsoft Dynamics GP 2015:

• General Ledger Batch Approval
• Payables Batch Approval
• Receivables Batch Approval
• Vendor Approval
• Project Expense Approval
• Direct Deposit Approval
• Employee Skills and Training Approval
• Employee Profile Approval
• W4 Approval

The new workflow types are no longer available in the Workflow for SharePoint system. The Workflow for SharePoint system is still available, but will be retired for Microsoft Dynamics GP 2015. No GP licenses are required specifically for Workflow, so a user that does approvals from email, without logging into GP, will not need a GP license. Workflow 2.0 is available for both the web and the desktop client.

MIG & Co. is a professional consulting firm that specializes in the implementation of business management software solutions, including Microsoft Dynamics GP, Microsoft Dynamics SL, and Microsoft Dynamics CRM. We automate business processes to ensure that our customers work efficiently. MIG is a Microsoft Dynamics Gold Certified Partner.