Custom No-Code Workflows in FO?!?! Excellent!!!! - DynamicsCon
DynamicsCon November 2024

Custom No-Code Workflows in FO?!?! Excellent!!!!


Session Description

Businesses often want to validate data and approve new records before bringing them into FO. When standard workflows don’t exist, this happens outside the system by default. Imagine a new customer workflow process where Alice fills out a new customer template and emails it to Bob. Bob approves and forwards to Cathy who then keys the customer into FO. No process visibility? Duplicate entry? Bogus!

Is there a better way? Join us on Josh & Joel’s Excellent Adventure to find out.

Party on, Data Dudes (and Dudettes)!

Session Track: Finance & Operations
Session Type: Functional
Content Level:
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