How to create workflows in Dynamics 365 Business Central?

Workflows are created in Dynamics 365 Business Central to offer you a platform to build instructions for automated commands. This operation is very useful for automating processes like notifications, approvals, and so on. Once a workflow is enabled for any specific object then it runs a series of steps back to back automatically and performs actions as specified in the workflow.

If you use Microsoft dynamics 365 CRM, you can set up and use workflows that link up business-process tasks performed by diverse users. You can include system tasks, such as automatic posting in steps in workflows, preceded or followed by the operations of users.

You can set up the workflows from scratch or you can even choose to create one from a template. The decision depends on your specific needs. If you choose to form one from a template Business Central will automatically form a workflow from the default setup.

However, before you begin to use workflows in Dynamics 365 Business Central, you must set up proper workflow users and approval users. You need to specify how users receive notifications about workflow steps, and then for up the workflows. It is possibly preceded by code customization. Moreover, you must ensure that you have the System Administrator or System Customizer security role or equivalent permissions.

Once you are on the Workflow page, you can create a workflow by listing the included steps on the lines. Each step includes a workflow event, moderated by event situations, and a workflow response, moderated by response options. You can define workflow steps by filling fields on workflow lines from the fixed lists of event and response values showing the scenarios that are supported by the application code.

In case a business scenario demands a workflow event or response that is not supported, a Microsoft partner should implement them via code, or you can also set up a workflow using Power Automate. Moreover, requesting and granting approval to create new records are characteristic workflow steps.

Performing Business Tasks

When you perform business tasks, you interact with data in diverse ways, such as creating records and adding data, categorizing, and filtering data, writing notes, and even outputting data to other applications.

For example, you can easily adjust the size and position of any page. You can even expand the width of columns and increase the height of the specific column headers, and change the sorting of data in columns.

Moreover, in case you need to use the horizontal scroll bar so that you can see all columns on a listing page or the document lines, you can find that there is a vertical freeze pane to limit some columns from scrolling.

Creating a Business Flow

When you start a business process flow, the stages and steps of your process are displayed in the process bar at the top of your form. Moreover, dynamics 365 Customer Engagement (on-premises) is available with several ready-to-use business processes flows for common or

general business scenarios. You can easily add these to your system and use it as is, or modify them to fit your business-specific requirements.


To sum up, Microsoft Dynamics 365 Business Central gives you the ease to organize your tasks in a more effective and powerful manner. However, if you are adding business process flows, it can have up to 30 stages only.

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