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A number of improvements are needed on the workflow side.
- Many of the master records do not have proper workflow, including projects, vendors, customers, and prospects; it is really beyond our understanding.
- Every workflow should have a task assignment feature. Let's say I submitted something, and I would like my managers to add something to the submitted record and resubmit it for approval. In D365, there is no such feature in most of the workflows. It is a poor design.
- Different types of fields must be exposed to the workflow rather than limiting it to certain fields. All the table values must be exposed for selection.
- Search criteria for the field within the workflow are missing, and we have to scroll through 100s records to find what we are looking for.
STATUS DETAILS
New