Optimizing Workflow for Business Central

Boasting over 30,000 users, Microsoft Dynamics 365 Business Central is one of the most popular enterprise resource planning (ERP) solutions for small to mid-sized businesses. This cloud-based solution includes built-in workflow management capabilities designed to help you get more done. 

However, you can streamline the workflow for Business Central by integrating robust automation modules and taking advantage of its many customization options.

Dynamics 365 Business Central Basics

Business Central is a comprehensive business management solution designed for small to mid-sized organizations. With it, you can create advanced business rules, increase efficiency over your workflows, and reduce your reliance on manual tasks through automated processes.  

BC is an ERP gives you end-to-end visibility over your business. One of the key tools within Business Central is its customizable workflows. With these features in hand, you can boost collaboration, enhance overall productivity, and allow your company to get more done. 

What Is Workflow for Business Central?

Workflow for Business Central is both a tool and a process. The tool allows you to implement advanced business rules and an automated chain of tasks within BC. 

The workflow creation process is a critical component of using Business Central. There are several ways to create new workflows. You can implement custom rules from the ground up or use pre-defined workflow templates. When setting up a workflow, you’ll need to identify a trigger event, which is what initiates the series of processes.

Next, you will need to select a workflow condition. You can assign multiple conditions to one trigger event. How the workflow progresses will vary depending on which conditions are met. Finally, you select a workflow response.  

For instance, let’s say that your workflow begins when an employee requests approval of a purchase document. That is the trigger event. Your approval or denial will be the condition, and the final step is the response.

If you approve the request, Business Central could be programmed to send the completed form to your team members and notify them via email that they can proceed with the purchase. If you deny the request, Business Central will follow a different response protocol and notify them of the reason for the denial. 

You can create similar workflows for any chain of events that you want to automate. The goal is to minimize the number of manual tasks involved in a workflow to improve productivity. While setting up these workflows will take some time, you’ll enjoy long-term efficiency gains once they are implemented. 

Get More out of Dynamics 365 Business Central

Business Central includes an entire built-in toolkit rich with features that reduce inefficiencies and help your business tap into opportunities for order management automation. 

Once configured, Dynamics 365 Business Central will function as your centralized hub for order management optimization. You can review performance metrics, run reports, and make informed decisions. 

How Companies Can Optimize Their Processes with Workflow Cloud Technology

Microsoft Business Central is a valuable asset for small to mid-sized businesses, but if you want to get the most out of it, you must take advantage of its built-in workflow automation capabilities by creating advanced business rules. When you configure BC’s workflow management modules, you can achieve the benefits outlined below. 

Automate Business Processes

Dynamics 365 Business Central enables you to automate routine and complex processes across different modules within the ERP ecosystem. With such a platform, you can create smoother, more efficient workflows for your organization, saving money and enabling your team to focus on more dynamic work by letting the software handle time-consuming tasks.

Whether it’s finance, sales, purchasing, or inventory management, workflows can be set up to automate data entry, approvals, notifications, and more. This frees up valuable time for strategic tasks.

Unify Modules

One of the standout features of top-flight workflow management applications like BC is its ability to unify modules within the ERP ecosystem. While these modules already share data, custom workflows allow the platform to transition between modules and tools to get tasks done faster. 

Embracing the capabilities of BC’s workflow management application creates a seamless flow of information and tasks across different departments, ensuring that everyone is on the same page. The BC platform also sees to it that processes are harmonized across your organization. 

Save Time

By automating workflows, your business can significantly reduce the time spent on manual tasks. Business Central’s workflow management capabilities help identify bottlenecks and streamline operations, leading to quicker turnaround times for everything from order processing to financial reporting.

With that extra time, you can focus on more valuable work, such as strategizing with your team and building better experiences with your customers. 

Improve Efficiency

Efficiency isn’t just about speed; it’s also about accuracy and consistency. Workflow cloud technology like Business Central ensures that every step of a process is executed precisely as planned every time. This reduces errors, enhances compliance, and ensures a higher quality of work across the board.

By consolidating data and automating traditionally manual tasks, BC controls human error and minimizes redundancy. Workflows get it right the first time, so your team won’t have to waste time tracking down and fixing errors. 

Book a Demo Today

Business Central’s built-in workflow tools are both user-friendly and functional. But if you want to combine a robust, no-code workflow engine with an intuitive, customizable dashboard that maximizes order visibility, you need Cavallo Mission Control for BC.

Mission Control, part of our Order Intelligence suite for Business Central, capitalizes on all the benefits you expect from a powerful workflow tool. It doesn’t stop at reducing human error and accelerating order fulfillment. With Mission Control, users can control profitability down to the order level by implementing advanced business rules like margin checks, so bad orders are stopped before they impact revenue. Proactively prevent margin leakage without having to lift a finger, while increasing order throughput exponentially.

Are you ready to learn more? If so, book a demo today to start a conversation with one of our Order Intelligence experts.