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Some projects and especially investment projects must often be approved before the work can start. I suggest that a workflow is established for approval of projects. Approval status should be kept on the projects, and posting should only be allowed if the approval is required and has been done.
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Rupa Mantravadi (administrator) on 1/10/2018 2:28:54 PM
Hi Allan, You can enable workflow on any entity in the XRM framework. This is easily customizable and configurable. Do let us know if there is any out of the box capability that is not meeting the requirement for you.