Tired of chasing down approvals or manually pushing processes forward? In this training session, we’ll dive deep into the Workflow module in Microsoft Business Central. You’ll learn how to automate routine tasks, streamline approvals, and build process logic into your ERP—while also understanding the limitations and best practices to avoid frustration.

What We’ll Cover:

· Introduction to workflows and approval templates in Business Central

· Setting up common workflows (e.g., purchases, sales, general journals)

· How to trigger workflows based on conditions and events

· Assigning and routing approvals to the right people

· Notifications, escalation rules, and audit trails

· What workflows can (and can’t) automate in the system

· Tips for troubleshooting and optimizing existing workflows

· Real-world use cases and configuration walkthroughs