agilesWorkflow: The Real Workflow Experience
- 1. Subtitle The Real Workflow Experience Alma Harrison, Anke Kondermann, Gary Winter
- 2. agilesWorkflow.com Agenda 1 2 3 4 What’s your experience? Why agilesWorkflow? The Real Workflow experience in 4 steps Enhance your experience 5 Become a partner
- 3. agilesWorkflow.com Where the experience is born … let’s talk about the agiles Group • Founded 1989 in Hamburg, Germany • More than 60 Employees • In the ISV business since 2005 • Microsoft Dynamics NAV Partner since 1992 • Specialized in Industry Solutions • Focused on Horizontal (ISV-)Solutions • Successful Business Partner for more than 650+ Customers and almost 300 Microsoft Partners worldwide in 35+ Countries
- 4. agilesWorkflow.com What’s your experience? Have you ever heard about Workflow in NAV? Have you tried the Workflow in NAV? Have you tried to setup mandatory fields? Have you tried to setup extended approval processes? Have you tried to setup a document approval workflow? Have you tried to setup workflows on the project table?
- 5. Partner Feedback • “Helps us win more NAV business” • “We can exactly match the prospect processes without writing customizations” • “agilesWorkflow is included in all our solutions” • “Reduce project risk and upgrade ability by reducing amount of modifications” • “Makes NAV act pro-actively to the user” • “Designed for the user to create Workflows”
- 6. agilesWorkflow.com Why is agilesWorkflow … the real experience • No coding necessary • Can be used on every table in NAV • Easy to setup through the customer • Is not touching any Standard objects • Available for every NAV version • Easy to demo & train
- 7. agilesWorkflow.com The real workflow experience: Step 1 #NAVNoCodeNoShow S E T U P your workflow where ever you want in NAV!
- 8. agilesWorkflow.com Setup a workflow quick & easy The real workflow experience: Step 2 Check mandatory fields on customer card Event Condition: Country/Region =Spain Workflow: New Customer in Spain Create a folder for the contract manually
- 9. agilesWorkflow.com Workflow is created automatically The real workflow experience: Step 3 To-do’s are assigned to the responsible person or team
- 10. agilesWorkflow.com Custom visualization The real workflow experience: Step 4 Easy to close a to-do, guided by the system
- 11. Subtitle D E M O
- 12. agilesWorkflow.com • Comprehensive Responsibilities Setup • Enhanced time related setup for to-do‘s • Combine Synchronized Workflows with Asynchronized Workflows • Archive all important data relevant for the workflow process. From all tables including the to-do’s, notes, links etc. • Use OR - Conditions Enhance your experience
- 13. Subtitle D E M O
- 14. Making the difference • agilesWF is Event and Time-driven and not only event. • aWF can react to different kind of event and not only record change. • aWF has a special page for mandatory field checks where you have all the information at hand. • Conditions may be used in different areas e.g. Workflow, To-do, Responsibility, Field Examination etc. • The same Condition can be used for e.g. different to-do’s or workflows.
- 15. agilesWorkflow.com Join our world-wide partner community Training materials, How to videos and Demo Database for free Receive 20% Partner Margin on every Deal No partner fee for the first year special offer Become a part of the new experience
- 16. Subtitle
- 17. agilesWorkflow.com Live beyond ... ... and take your chance to win an Amazon Echo.
Editor's Notes
- #2: Gary
- #3: Gary
- #4: Gary
- #5: Gary: Fragen an die Teilnehmer
- #6: Alma: Now you’ve been thinking, these are some of our partners experiences,
- #7: Alma
- #8: Alma
- #9: Alma
- #10: Alma
- #11: Alma
- #12: Workflow Assistent nutzen: Tabelle 18 auswählen und zeigen, dass auf jeder Tabelle ein Workflow ohne Coding erstellt werden kann siehe Step 1 not code no show Name Workflow: New Customer in Spain To do 1: Check mandatory fields (Name <>‘‘, Location Code = Spain To do 2: Create a folder for the contract Achtung es wird das Team von der Vor Aufgabe eingesetzt Es folgt ein weiterer Schritt, ob diese Aufgabe direkt nach der ersten statt finden soll In geöffneter Vorlage, Bedingung setzen: Customer from Spain zeigen mit einer Zeile (Country Code = ES) Neuen Debitor: Real Madird anlegen mit Country Code = ES Neuer Workflow wird erstellt Workflow zeigen und Aufgaben bearbeiten Show the different status pictures on the to-do Explain the to-do page Open the customer card, show the missing fields Close the to-do easy via to-do page
- #13: Gary
- #14: Workflow Template öffnen, welches vorher angelegt wurde Weitere Zeile Gruppe B hinzufügen für Credit Limit >100000 Neuen Customer anlegen agiles Food Iberia mit CL 2000000 Neuen Workflow zeigen
- #15: Gary aWF can react to different kind of event and not only record change. Reacts to event "customer Record changed", "on insert", "On delete", "On Rename" , "By Hook in“ aWF has a special page for mandatory field checks where you have all the information at hand. Shows missing fields in the to-do that contains the list of mandatory fields Conditions can be set up on every field from the Reference Type, WF Template Use, Field Examination, Template, Document Attachment, Warnings, Field modification up to including Joined Tables.
- #16: Alma
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- #18: Gary