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Workflow Approvals App

Dynamics AX & Dynamics 365 Workflow Approvals App

Manage Workflow Approvals Directly From The Field With The Folio3 Workflow Approvals App For Dynamics AX & Dynamics 365

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Dynamics Workflow Approvals App is a fully featured customizable mobile solution for Microsoft Dynamics AX and Dynamics 365 that works with all workflow types in the ERP.

The Folio3 Dynamics Workflow Approvals app is a fully customizable mobile solution that provides approval capabilities for all workflow types in Microsoft Dynamics AX and Dynamics 365 including purchase orders, expense reports, time sheets, leave requests and more!

The app is fully compatible with purchase orders approvals for Dynamics AX and D365, purchase requisitions approvals for Dynamics 365, expense reports, timesheets, leave requests, invoice automation for AX and more!

The app fully supports the AX and D365 security framework and provides top management ability to approve, reject or comment on a workflow, view its history and attachments through their iPhone and Android devices.

Make Faster, Informed
Decisions On Time-
Critical Opportunity

Access and manage Dynamics AX and Dynamics 365 workflow approval requests anytime, anywhere, from your mobile device. The Folio3 Workflow Approvals app can be easily customized to cater to the needs of different workflows simultaneously.

One-Click Approval For
Any Workflow

Accept or reject individual approval requests or submit batch approvals for multiple approval requests with a single tap. View the information pertained to each request (including attached reports) and take appropriate action, along with comments or questions.

Prioritization And
Notifications For
Approval Requests &
Comments/Questions

Get instant alerts about pending workflow approval requests and comments or questions from the approver/originator via PUSH notification. Set reminders for pending approval request(s) or flag request(s) according to priority.

Complete Visibility
Into Each Workflow
Request

See all your approved, rejected and rerouted approval requests including recent actions that you have taken. Search, filter and sort approval requests, view approvals by different parameters and mark approval request(s) as pending. View the complete history of any approval request including its details, prior actions taken, due dates, comments and questions with our dynamics workflow approvals app.

Collaborate With Team
Member

Track the presence of your co-workers using GPS and reach out them using email, text or call to clarify approval items.

Deployment

AX and D365 Approvals mobile solution supports two models for deployment

On-Premise Model

Using this model, the middleware can be deployed to a Windows Server instance running IIS server which could natively connect to Dynamics AX.

Approvals app screenshot

Cloud Model

The app can be deployed on cloud services like Azure. The Middleware hosted in Azure can connect to the AX server using the secure Azure Service Bus.

dynamics features

Key Features:

  • Real time access to Dynamics AX and 365 contacts, leads, prospects, opportunities, activities and customers.
  • Access to general details, addresses and contact info for all entities
  • View all recent sales orders, activities, contacts and opportunities associated with any customer
    account
  • View customer specific sales order listings and lines under customer details
  • Integration with the device’s calendar
  • Offline data creation/editing capabilities
  • Integration with device contacts for one-touch calling
  • Integration with mapping app for quick navigation
  • Real-time search for filtering data in each module
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