17-04-2024
Boosting Efficiency: Automating Workflows in Business Central
Workflows in Business Central are a way to automate business processes and tasks. They can help you streamline your operations, improve your efficiency, and reduce errors. Workflows can be triggered by events, such as creating a sales order, approving a purchase invoice, or updating a customer record. You can define the conditions, actions, and notifications that make up a workflow, and customize them to suit your needs. Workflows can also integrate with other applications and services, such as Microsoft Power Automate, Outlook, or Teams.
If you want to learn more about how Business Central can help you automate your business processes, don't miss the presentation by Suzie and Kevin. They will demonstrate the built-in workflows in Business Central and how you can customize them with Power Automate. You will see how easy it is to create, manage and monitor workflows in Business Central with Power Automate.
Workflows in Microsoft Dynamics 365 Business Central offer several key features that can enhance and streamline your business processes. Here are some of the top features of workflows they will be covering:
1. Connect business-process tasks
2. Power Automate integration
3. Approval workflows
4. Customizability
5. Notifications and progress tracking
6. Conditional processes
7. Escalation and expiration
8. Automation
Speakers:
Kevin Liebergen
Lead Consultant
Kevin is a member of the FORVIS Business Technology Solutions team, with more than 17 years of experience in the IT industry with a focus on software development. He has experience performing business needs analysis, developing software solutions, performing data integrations and migrations, and creating report and data analysis solutions. He worked on various systems including Microsoft Dynamics 365 CRM, BC, Salesforce.com, Peoplesoft, Dynamics AX, and others. He has also worked with various data integration tools including KingswaySoft, Scribe, MuleSoft, SmartConnect, and others. He holds several Microsoft certifications.
He is a Lead Consultant, providing technical designs and estimates of work. Kevin's project experience includes clients among various vertical industries including manufacturing, nonprofit, and healthcare. He also has 11 years of experience working as a software developer in the manufacturing industry for a packaging company.
Kevin is a graduate of Fox Valley Technical College, Appleton, Wisconsin, with two A.A.S. degrees: PC programming and database design, and website development and design. Kevin is working on a B.A.S. degree in organization leadership from UW - Green Bay with a graduation date of spring 2024.
Kevin Liebergen
Lead Consultant
Kevin is a member of the FORVIS Business Technology Solutions team, with more than 17 years of experience in the IT industry with a focus on software development. He has experience performing business needs analysis, developing software solutions, performing data integrations and migrations, and creating report and data analysis solutions. He worked on various systems including Microsoft Dynamics 365 CRM, BC, Salesforce.com, Peoplesoft, Dynamics AX, and others. He has also worked with various data integration tools including KingswaySoft, Scribe, MuleSoft, SmartConnect, and others. He holds several Microsoft certifications.
He is a Lead Consultant, providing technical designs and estimates of work. Kevin's project experience includes clients among various vertical industries including manufacturing, nonprofit, and healthcare. He also has 11 years of experience working as a software developer in the manufacturing industry for a packaging company.
Kevin is a graduate of Fox Valley Technical College, Appleton, Wisconsin, with two A.A.S. degrees: PC programming and database design, and website development and design. Kevin is working on a B.A.S. degree in organization leadership from UW - Green Bay with a graduation date of spring 2024.
Suzie Moore
Managing Consultant - FORVIS, LLC
Suzie is a member of the FORVIS Business Technology Solutions team. She has over 16 years of experience with Microsoft Dynamics ERP.
Suzie helps clients implement and optimize their Microsoft Dynamics 365 Business Central solutions. She collaborates with her team to understand the client's situation, challenges, and objectives to create a tailored solution that suits them. Her passion is to train, support, and troubleshoot for the client and her team. She enjoys sharing her knowledge and skills with others and helping them overcome challenges. She is a skilled professional who can handle different areas of Business Central, such as finance, operations, sales, service, and reporting.
She has a unique insight into the implementation process of Business Central, having started her career as an end-user of the system. She can relate to the challenges and opportunities that clients face when adopting a new solution.
Suzie Moore
Managing Consultant - FORVIS, LLC
Suzie is a member of the FORVIS Business Technology Solutions team. She has over 16 years of experience with Microsoft Dynamics ERP.
Suzie helps clients implement and optimize their Microsoft Dynamics 365 Business Central solutions. She collaborates with her team to understand the client's situation, challenges, and objectives to create a tailored solution that suits them. Her passion is to train, support, and troubleshoot for the client and her team. She enjoys sharing her knowledge and skills with others and helping them overcome challenges. She is a skilled professional who can handle different areas of Business Central, such as finance, operations, sales, service, and reporting.
She has a unique insight into the implementation process of Business Central, having started her career as an end-user of the system. She can relate to the challenges and opportunities that clients face when adopting a new solution.