Workflows

Path: Business functionality > General business functionality > Workflows · tier official · system none · narrative reviewed (checked by Opus)

Overview

Workflows connect business-process tasks in Business Central through two routes: Power Automate flows and approval workflows built from built-in templates. Workflows involve workflow events and workflow responses. Power Automate flows can be triggered by events such as a record being created or changed.

Start with the “Workflows in Dynamics 365 Business Central” page for the overall picture. Then read “Use Power Automate flows in Business Central” if you need event-triggered automation through the Power Automate connector. That page covers automated, approval, scheduled and instant flows.

The “Use approval workflows” subtopic (6 pages) covers day-to-day approval work. Users send, approve, reject, delegate and cancel requests. Admins enable and delete workflows, restrict records, and review archived workflow step instances.

Key points

• Two approaches: Power Automate flows and approval workflows based on built-in templates.
• Workflows are built from workflow events and workflow responses.
• Power Automate flows can be triggered by events such as record creation or changes, through the Power Automate connector.
• Flow types named in the pages: automated, approval, scheduled and instant flows.
• Users can send, approve, reject, delegate and cancel approval requests.
• Admins can enable and delete approval workflows and restrict the use of records.
• Archived workflow step instances can be reviewed.
• The approval subtopic has 6 how-to pages.

Subtopics

• Use approval workflows (6 pages)

More Learn pages

• Use Power Automate flows in Business Central: Use Power Automate flows to create, edit, and manage business processes. Boost productivity with easy automation.
• Workflows in Dynamics 365 Business Central: Use built-in workflow capabilities to set up approval workflows to supplement automated workflows based on Power Automate.

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 1500 “Workflows” · on Table 1500 “Workflow Buffer”
• Page 654 “Requests to Approve” · on Table 454 “Approval Entry” · via Use approval workflows
• Page 662 “Approval Request Entries” · on Table 454 “Approval Entry” · via Use approval workflows
• Page 666 “Overdue Approval Entries” · on Table 458 “Overdue Approval Entry” · via Use approval workflows
• Page 1501 “Workflow” · on Table 1501 “Workflow” · via Use approval workflows
• Page 1503 “Workflow Steps” · on Table 1507 “Workflow Step Buffer” · via Use approval workflows
• Page 1504 “Workflow Step Instances” · on Table 1504 “Workflow Step Instance” · via Use approval workflows
• Page 1505 “Workflow Templates” · on Table 1500 “Workflow Buffer” · via Use approval workflows
• Page 1530 “Archived WF Step Instances” · captioned “Archived Workflow Step Instances” · on Table 1530 “Workflow Step Instance Archive” · via Use approval workflows

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.