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IT IS active 2010 - Using workflows with Microsoft Dynamics NAV and SharePoint

Are you tired of long-lasting procedures with lack of clarity?

With our following example, you will simplify the approval confirmation of benefits for employees by generating workflows. Take additional advantage of traceable and transparent structures. There will be no prospective time consuming steps for decision making anymore. An approval process that has to be achieved by involved employees is just enough.

If you require additional information concerning the procedure, it is also possible to attach files such as receipts or invoices - no matter what type of documents.

Our detailed example shows how to upload data from Microsoft Dynamics NAV by creating an entry in the Human Resource part of the ERP solution. This entry is ready to use in SharePoint step by step.

Workflows - Upload to SharePoint

In NAV you fill out all the useful and needed fields. All those fields are for display in the application by uploading the form to SharePoint list as shown above in the example of a RTC. Of course this also works great with the Classic Client.

Starting a workflow in SharePoint

The new list entry is automatically starting a workflow for approval and an e-mail will be sent out for informing involved employees. It is also possible to attach necessary files concerning the procedure, e.g. receipts or invoices.

Automatically notification via e-mail for a quick approval

Save a lot of time by being informed about an approval process during the whole workflow.

A new list-entry starts a approval process automatically and an e-mail is sent to all the involved person automatically, also. The existing workflow can be updated with new information as well.

As soon as the approval is done an other e-mail process is triggered that the concerned parties are informed about the news. In this manner you are every time up-to-date and an approval process is reliable finished in a short term.

Workflow visualization

Here you see the Workflow visualization that appears in Microsoft´s SharePoint Server. In this case the two displayed users should approve the tasks that are visible in their task list.

Workflow completed

Once both users gave their approval the procedure is confirmed and the associated actions will be taken.
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