Extending Microsoft Dynamics 365 for Operations Cookbook

Introduction

Workflow in Microsoft Dynamics 365 for Operations have two main types of element, approvals and tasks, centered on a document. This is the center of the workflow where tasks are triggered based on what the user decides. By a document, it means a record with a form that maintains it. For example, a New customer creation workflow would be based on the customer table using the customer details form as the document.

The workflow designer can then use conditions based on fields and display methods on the tables used in the workflow in order to decide what happens. This solves many requirements where a great deal of configurability is required, but can also be misunderstood and used inappropriately. The submission of a workflow is ...