Easily automate basic workflows in Microsoft Dynamics NAV

agilesWorkflow manages tasks and guides employees – with automated workflows.

What to be sure that everyone is on task, but don’t want to have to hands-on monitor activity? agilesWorkflow can automate your basic workflows for easy task management and process structures.

How does a basic workflow work?

  • Assign. Automatically assign work tasks based on your business processes.
  • Track. Follow the status of every step – who did what and when, where the work is now and who is currently responsible.
  • Distribute. Automatically transfer tasks to the next department or individual on the project – no matter where they are.

How to manage basic workflows?

Use agilesWorkflow to automate a wide range of business processes such as:

  • New Customer
  • New Employee
  • New Inventory Item
  • New Vendor
  • New Production BOM
  • New Job

The scenario below shows how you can use a New Customer Workflow to automate the customer approval process. You can also use agilesWorkflow to automate more advanced workflows.

Automate a New Customer Workflow with a Basic Workflow from agilesWorkflow