Automate approvals and routine processes with built-in workflow

Business Central includes built-in workflow capabilities designed to automate repetitive tasks and streamline approval processes across your organization. We’ll walk through how to configure and

manage approval workflows — from setting up users and triggers to handling escalations — and where to extend automation with Power Automate.

Webinar Agenda

● Understanding workflow vs. business process automation

● What Business Central workflow does: triggers, delegation, and escalation

● 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 native workflow and when to use Power Automate

● Live demo: setting up a purchase order approval workflow