Installation and Configuration

I’ve just completed reading through the installation and configuration manual for AX2012 and came across chapter 5 on workflow. This chapter is a must read for anyone starting out in workflow on Microsoft Dynamics AX2012. It covers/explains all the topics that one needs to know about workflow (apart from the development side) including:

1. Descriptions of all the available workflow types (previously templates) from the following modules
   1. Accounts Payable (Invoiceing, payments, remittance etc..)
   2. Accounts Recievable (Journals, Free text invoices, customer payments etc…)
   3. General Ledger and Fixed Asset workflows
   4. Budgeting
   5. Travel and Expense (Cash advance, expense report, travel, dispute management etc…)
   6. Procurement and Sourcing (Catalogs, Purchase requisitions, Purchase Orders, Vendor modifications etc…)
   7. Project Management and Accounting
   8. User management
   9. Organisation workflows.
2. Configuring the workflow environment
   1. Email templates (both generic and configuration specific templates)
   2. Batch Job setups
   3. Notification setups
   4. Workflow queue setups
   5. Explanation of the workflow infrastructure and how all the components interact with each other.
3. Creating configurations
   1. Line level workflows
   2. Conditional and manual decisions
   3. The graphical workflow configuration utility
   4. Workitem assignments (queues, hierarchies, workflow users, workflow roles)
   5. Approval policies
   6. Versioning.

All in all this manual is well worth the read for first time users.

Happy Daxing

Download at partnersource: https://mbs.microsoft.com/partnersource/communities/training/trainingmaterials/student/course80221.htm?printpage=false

Workflow – A view from above.

Just found a nice overview of the workflow infrastructure over at the “AX Thoughts” blog by Amer Atiyah. It helps to give an understanding on what is going on underneath the hood with Windows Workflow Foundation. Check it out over here.

Workflow Development Manual

Two weeks ago now I reviewed the Installation and configuration document written by Sumit Loya for Microsoft Dynamics AX Workflow. As a followup, today I would like to mention one of the other useful sets of documentation that he has written. Namely “Workflows – Development – An easy to understand guide for creating new workflow templates in Microsoft Dynamics AX 2009”.

In this excellent document Sumit takes one through all the various artifacts and components that form a part of a Dynamics AX template, explaining why they exist and how you will be using them in your own customisations and/or creation of templates. He describes the various properties available for each component and their uses in a fair amount of depth (very handy if you’ve ever wondered what some of the more obscure properties do), providing examples as he goes.

The document also includes great sample code for the creation of your own WorkflowDocument, Action Manager, Event Handler and Workflow classes.

All in all if you want to have a thorough learning experience on how to create workflow templates. This document should most definitely be your starting point!!! You will be left with an in-depth understanding of not only how to create templates, but also of how the workflow components communicate and tie together.

Thanks again Sumit.

Check out the original post over here.
Download the document from Axaptapedia here.

Workflow Installation and Configuration Document

The last couple of weeks, I have been receiving a number of useful links and resources related to Workflow in Dynamics AX 2009. This week I was pointed to two excellent resources on workflow, from a the “AXFactor” blog by Sumit Loya.

The first document deals with all the Installation and Configuration requirements for the workflow infrastructure in Dynamics AX 2009. It is very thorough and deals with, amongst other things, required user accounts and permissions, all the security issues that you will come across in both IIS and Dynamics, prerequisites for installation, installing the website, configuring batch inside AX and managing running Workflows. It is a definite must ready and handy reference book. After reading this document I felt like removing my post on Installation and Configuration, as Sumit is much more comprehensive and helpful. Thank-you for this excellent resource!!

View Original blog post at the AXSumit here
Download from Axaptapedia here

*UPDATE: Checkout the workflow development document too over here.