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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
  • Sayings

    I am rather satisfied with the service provided. The team of Folio3 resulted in being helpful and competent. As such, the final result obtained using the Folio3 software was astonishing. I absolutely recommend it.

    Claudio Veggian | IT Manager, Information Technology GFL

  • Sayings

    I have worked with development teams before where on-time delivery was hit-and-miss and testing was not very thorough. This is thankfully not true with Folio3. It is so wonderful to be able to trust in a team that does high quality work, delivered on time, and well-tested before delivery.

    Matt Klein | Director , Field Services Sopris Systems, LLC

  • Sayings

    The Folio3 team has consistently exceeded our expectations. It felt as if we were working with an onshore team. It was their ability to understand our needs and keep us engaged throughout the entire process that has resulted in an exceptional product and a valued partner.

    Johnny McGuire | Product Manager TRUETRAC

  • Sayings

    Staff can use the DynAX App to take their work with them wherever they go. That flexibility increases productivity and the time savings ultimately translates to better services for the customers of HyGreen®.Whether employees use the app in the office or in the field, it is easy to safeguard our network and control information access on DynAX.

    Jose Nedumpuram | IT Systems Administrator HyGreen

  • Sayings

    Folio’s team gives our organization great support. They are knowledgeable, responsive, and thorough; and all this at an excellent value. Their DynAX product fills a gap in the ISV market, was usable out of the box, and customizable to meet our needs. I would not hesitate to look at other products in the Folio offering if they met a business need.

    Tara Crain | IT Manager Mid-Continent Instruments and Avionics

  • Sayings

    Folio impressed me by learning a BI tool they did not have prior experience with and in a short amount of time produced analysis reports ready for business consumption. We are excited on the next set of critical reports Folio is working on for us and expect the relationship to continue for the foreseeable future.

    William Cheung | Vice President, Information Technology Growers Express

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