Microsoft Dynamics GP Workflow 2.0

Microsoft Dynamics GP Workflow 2.0

Written By: Brad Vorbeck and Doub Schedeler

from May 4, 2015

Does your organization utilize the workflow functionality built into Microsoft Dynamics GP? If not, there has never been a better time to start. Initiating a workflow is an easy way to achieve more benefits from your Microsoft Dynamics GP solution that many organizations overlook.

If your organization utilizes business processes that frequently require approval from management, using the Workflow system improves these processes by providing:

  • Process consistency
  • Automatic notifications
  • Organizational hierarchy
  • Historical documentation
  • Workflow reporting capabilities

So, what’s new in Workflow 2.0?

Prior to Microsoft Dynamics GP 2013 R2, setup and design for Workflow relied on SharePoint. Because of this additional requirement, many organizations paid it little attention. However, with the introduction of Workflow 2.0 in Microsoft Dynamics GP 2013 R2, dependence on Business Portal and SharePoint was removed, and approvals and tasks are created entirely inside of Microsoft Dynamics GP using assignments for users in Active Directory. This makes the new system easier to deploy, configure, and access.

On top of what was already included in the original Workflow system, Microsoft Dynamics GP 2013 R2 and Microsoft Dynamics GP 2015 include additional approval processes to give organizations more ways to apply Workflow approvals to their operations. Workflow 2.0 now offers approval processes to fit most scenarios found in today’s businesses.

A number of other features have been added in Workflow 2.0 that make it more accessible and affordable. Because it can be accessed through both the web client and the desktop client, users now have the ability to submit or manage approvals from wherever they work. Accessing Workflow 2.0 through the web client allows employees with limited user licenses to submit approval processes, giving organizations more flexibility and affordability over their licensing.

Perhaps the most exciting aspect of Workflow 2.0 is that it no longer requires a Microsoft Dynamics GP license for activities that don’t use Microsoft Dynamics GP windows. In other words, any employee can now take part in certain approval processes without being a registered Microsoft Dynamics GP user. By enabling web services, Microsoft Dynamics GP allows you to set up approvals that can be processed from an email notification without the need to log into Microsoft Dynamics GP.

For a complete step-by-step instructional article showing how to set up Workflow and a video tutorial, please visit or contact our dedicated support team at