How to develop a custom workflow for Dynamics 365 Finance & Operations, an end to end procedure

Опубликовано: 13 Август 2021
на канале: Learning Business Apps with Pir Khurram Rashdi

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The video demonstrates how to develop a custom workflow in Microsoft Dynamics 365. The workflow has been developed on creating a new bank account in the Cash and bank management module. Besides, it also includes how to create a label file and create your own labels for every new project so that the label file is independent of its own model file. Chain of command (CoC) pattern is used to extend / augment form level method canSubmitToWorkflow() for workflow. There were review fields and field group added into BankAccountTable table which were then added into the interface element BankAccountTable form. There were various new workflow elements created such as Query, Menu Items, Classes, Base Enums, Extended Data Types, Workflow Category, Workflow Type, and Workflow Approval and Manual Task.

#d365fo #workflow #development #x++

About Trainer:
I am a certified Microsoft Trainer (MCT) and consultant manager in Microsoft Dynamics 365 FinOps, SAP S/4 Hana, Power platform, SharePoint, Azure, and Oracle Cloud with over 20 years of global experience in supporting industries as textile, manufacturing, retail, heavy equipment rental, transportation, facility management, building material, construction, and telecom infrastructure. Besides, I also support open-source software for digital needs.

Contact:

👉 E-mail: [email protected]
👉 GitHub (Source codes): https://github.com/pkrashdi
👉 LinkedIn: / khurramrashdi

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