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April 07, 2006

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Multi-Approvals inside 1 Workflow - How to master Dynamics 365 Business Central Workflows

..there, I said it! Approvals are a vital business control process, the most common area being around the approval for purchases and expenditure. Dynamics 365 Business Central (D365BC) has a built-in approval workflow engine and can also tap into Power Automate Approvals. Approvals via Power Automate have a few really great positives, but this post is not about those. Here I'd like share some tips on using BC's built-in approval engine for some complex scenarios. For really complex approvals, Power Automate gets tricky quickly. While the build-in approval can scale stably in my experience. To illustrate my view, here is a complex approval scenario that the BC engine handles fairly easily. Multi-Approval Example & How-to Business Requirements The Purchaser Admin (PA) will create a draft PO, which in all cases must be approved by the Project Manager (PM). Following the PM approval further approval is value based as shown below. Level 1 - approval by PM up to £10k Lev...

Dynamics 365 Business Central collected RSS feeds - Blogs, YouTube, LinkedIn...

This WhatsApp community collects D365 BC related RSS feeds and other news sources from across the web! How to join Open this page andy.ms/bcrss on your phone and Tap Here to Join the Community Or scan this QR code with your phone: What's it for? The main Announcements Channel is where the BC Blogs Bot posts all the new blogs and news to help you keep on top of what is going on! Bloggers, YouTube channels, MS learn page updates LinkedIn Newsletters just under 100 sources ! If you know a good source of BC news that doesn't show in the feed or you are starting a new BC Blog, please give me a shout and I'll add the source! Privacy The Announcements channel has privacy mode turned on (so your number is only shared with community admin). RSS Feed If you rather access the RSS feed directly here is the link https://feed.informer.com/digests/MBQAFIPSON/feeder.rss with a preview below: "Blog Page" Powered by RSS Feed Inf...

Give me a fresh sandbox copy of my D365 BC production environment each night

Me: "What features do you really not want to lose from your current system" Them: "We really like the copy of production that gets generated each night. We can test & train in a system that's up-to-date to the day before with everything" This was part of a conversation with a company looking to migrate from NAV on-prem. Good old SQL Server Agent you could have that do so much! Thankfully, we have Power Automate to pickup these kind of things now. Here is a PA flow using BC admin APIs to meet the requirement of a creating a fresh Sandbox copy of Production each night. Previously I had played around with one of the BC admin API's to get capacity stats BC database capacity Power BI Report . Shout out to AJ Zafar for the help he gave me on the initial OAuth getting the token and the Try/Catch scopes approach! Here I'm using the HTTP DELETE method to remove a sandbox, to free up space and then an HTTP POST copy method to trigger the fresh copy of pro...

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