Showing posts with label Workflow. Show all posts
Showing posts with label Workflow. Show all posts

22 July 2010

GP 2010 Feature #8: Workflow

ComputerationDynamics has a nice overview of the new workflow features in Dynamics GP 2010 in their new post GP 2010 Feature #8: Workflow.

03 November 2008

Dynamics GP 10 Workflow Article

My new article on Workflow in Dynamics GP 10 is up at MSDynamicsWorld.com. It's worth taking a look at if you've been curious about the new Workflow functionality in GP 10.

17 October 2008

50 Dynamics GP Tips in 50 Minutes

My 50 Dynamics GP Tips in 50 Minutes presentation for iSight was a hit in Atlanta and in Charlotte, the room was so full the crowd flowed out the back doors. I think that I had everyone in my session. I always get a rush doing presentations like this and I'd like to say thank you to everyone who attended.

The 50 Tips presentation is available here and I will add it to the download links on the site and the IBIS ERP Blog.

My Workflow presentation was rockier. It's tough to demo the GP workflow with a VPC because there are so many parts (GP, MOSS, Outlook, etc.). The VPC just can't keep but I think people got something out of it, we'll see what the feedback was.

17 July 2008

No Dynamics GP 10 Workflow on Terminal Services

Just a heads up, I spotted this little tidbit in PartnerSource, apparently, there are issues using Workflow in GP10 over Windows Terminal Services. The recommendation is that you don't do it for now.
Technical Information
Workflow for Microsoft Dynamics GP 10.0 may encounter issues when deployed in a Terminal Server environment.
Because of these issues, it is recommended that you do not use Workflow for Microsoft Dynamics GP 10.0 in an environment where Microsoft Dynamics GP 10.0 is deployed to the clients using Terminal Server.  Microsoft is currently working to address the outstanding issues.
This came to me via RSS as a Hot Topic and I wasn't able to get a KB number for it, but there's not much more information in the entry and there doesn't appear to be an entry in CustomerSource yet. At, not one that I find. (hint, hint CS team).
There was no indication that this topic was confidential so I'm going to post it. The PartnerSource Link is here if you're a partner.

13 March 2007

GP 10: Workflow

I went to the workflow session yesterday because I really want workflow and I really want it to work. I was worried that this was a half baked first step.

With everything I saw, it looks like a really good feature. There are a few limitations that will cause problems for some people but unlike some earlier workflow attempts from GP (anyone remember the original eRequisition?) it looks really well fleshed out.

I found that I was so intrigued that I hardly took any notes so here's what I remember.

  • The flow was extremely flexible with lots of options for approvals. Especially prevelant were email notifications and approvals including rolling up emails over a period (say once a day) instead of having to get an email for every transaction.
  • Lot of 2nd gen features like delegation, expiration and notifcation up the chain if an item is not approved or rejected in a timely manner.
  • Lots of approval options including email, web page (Sharepoint) and inside the app.
  • Tight ties to sharepoint including being able to review the transaction from a web page. It's entirely possible to have approval users who never touch the GP app. They simply get an email, review the transaction online via a link in the email and approve online.
The few gotcha's were:
  • You have to be running MOSS. No not the furry tree stuff, Microsoft Office Sharepoint Server (System? who can remember). In fact, for so much of this new stuff, Sharepoint is the glue, the underpinnings, the framework, the engine. Pick your metaphone but while you're doing that. Learn Sharepoint.
  • MOSS requires a license per user and a server license but with GP the server license is being waived so save a couple grand.
  • Because of the MOSS tie in, you need a separate server for MOSS. They say you can't stick it on your SQL box.
  • Finally, we learned in Q&A that you can turn delegation (letting someone else approve for me for a period of time) on or off but you can't set rules about downstream delegation. So a CFO could delegate approval to a Jr. A/P Clerk which is a Sarbanes-Oxley no-no.
All in all I was pretty happy with what I saw. The MOSS part is going to start to complicate things but I'll come back to that in another post.

26 September 2005

Windows Workflow Foundation

Microsoft Monitor has more on the upcoming Windows Workflow Foundation that will eventually find it's way into GP.