Business Central includes built-in workflow capabilities designed to automate repetitive tasks and streamline approval processes across your organization. In this session, we’ll walk through how to configure and manage approval workflows inside Business Central — from setting up users and triggers to handling escalations and delegation. We’ll also explore the limitations of the native workflow tool and when to extend your automation using Power Automate.

Agenda

· Understanding Workflow vs. Business Process Automation

· What Business Central Workflow does: sequential triggers, delegation, escalation, and notifications

· Setting up Approval Users and Approval Chains

· Configuring Workflow Templates and Triggers

· Working with Notifications and Email Setup

· Handling Purchase Order and Sales Order Approvals

· Limitations of Business Central Workflow (parallel approvals, batch processing, Out of Office sync)

· Introduction to Power Automate for Advanced Workflow Scenarios

· Live Demo: Setting Up a Purchase Order Approval Workflow

By the end of this session, you’ll have a clear understanding of how to implement and manage approval workflows in Business Central, know where the native tool fits — and where Power Automate picks up. Whether you’re just getting started with approvals or looking to tighten up your existing process, this webinar will give you the practical knowledge to move forward with confidence.