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Workflow Approvals App integration with Microsoft Dynamics 365 Finance and Operations

Workflow Approvals App integration with Microsoft Dynamics 365 Finance and Operations

Document Overview

The purpose of this document is to highlight the scope and functionalities supported out of box by Folio3 Workflow Approvals App.

Included in this document are:

  1. App features
  2. Prerequisites
  3. Infrastructure Requirements


1. Features Include:

  • The first, fully featured Workflow app for iOS & Android.
  • Approve/reject any workflow type from your mobile device.
  • Super fast setup and configuration.
  • Full support of Dynamics Security Framework.


2. Prerequisites include:

  • A model package deployment.
  • Application ID, Object ID and Key for the connection.


  • Specify Dynamics service URLs for connectivity
  • Exposing Middleware services to internet over HTTPs/Net.TCP


3. Infrastructure Requirements


  • Windows Server Machine (8GB RAM, 160 GB)
  • SQL Server 2012 with IIS and Internet


Access to test AX Instance (Webserver & Dynamics 365 F&O Machine must be on the same domain or IIS to be installed on AOS Server)

  • Public IP of Middleware Webserver
  • Remote Desktop Access to Middleware & Dynamics 365 Finance and Operations Client/Server.
  • Windows Server 2012 is preferred, 2008 will work too.
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