Microsoft Dynamics AX Support

This blog contains posts by the Microsoft Dynamics AX Support Teams Worldwide

Workflow approval via email shows incorrect responses

I have seen this now a few times in support cases so thought an article should be published.  When using the Workflow email approval functionality, you need to make sure that you use a different Azure service namespace for each environment. Do not setup the same one for each environment (Test, Staging, PROD, etc.) because you will receive… Read more

How to use automatic approval with Project Budgets and Workflow

Project Budgets require workflow to be able to create new budgets.  With some businesses, this is not necessary to have each budget reviewed before allowing them to be approved.  Especially if those with the responsibility to put in the Project Budget has the final say on the Budget regardless.  Since AX requires Workflow for Project Budgets, the… Read more

AX Content: Configure email functionality in Dynamics AX

You can configure Microsoft Dynamics AX to automatically send email notifications to users when specific events occur. For example, Dynamics AX can send email notifications to users when documents are assigned to them for approval (as defined by a workflow), or when sales orders are canceled (as defined by an alert rule). To configure email… Read more

AX Content: Procure-to-pay (P2P) workflow

You can create many types of workflow in Microsoft Dynamics AX. In this post, we’ll look at the types of workflow that you can use in the procure-to-pay process: purchase requisition, purchase order, vendor invoice, and vendor payment. If your business needs require it, you can use all of these types of workflow. In practice,… Read more

Timesheet workflows in Project management and accounting AX 2012

There are two types of workflow types that have been added to set up workflow in Microsoft Dynamics AX 2012 specific to timesheet: Review timesheet workflow (TSDocumentTemplate) – approval workflows for project timesheets at the document level Review timesheet line workflow  (TSTimesheetLineTemplate) – approval workflows for project timesheets at the line item level Review timesheet… Read more

Dynamics AX 2012 Workflow receives "Failed to find workflow" error

We have run across a few situations in Dynamics AX 2012 where the workflow batch job fails with the error “Failed to find workflow” message.  When the customer received this error it prevented the remaining workflow messages in the queue from being processed.  In order to process all of the items that were queued up… Read more

Workflow association in AX 2012

There’s a new field name Association on the workflows form in the AX 2012. The Association field defines what organizations the workflow configuration is active in. In Microsoft Dynamics AX 2009, each workflow was company specific. In Microsoft Dynamics AX 2012, a workflow can be used in the following ways: Global – a workflow can… Read more

Microsoft Dynamics AX 2012: Workflow Basic Settings Form Has Missing Text Boxes

When trying to create a new workflow configuration, you may find that text boxes are missing from the Properties form when you try to modify the basic settings. You are therefore unable to create a valid workflow configuration as you cannot input text for the submission instructions and other mandatory fields. (Screenshot showing Properties form with… Read more

Dynamics AX 2012 Workflow: Unable to save workflow configuration

Lately we run into the problem when after creating workflow configuration for any process we are unable to save it. After we click button “Save and close” Dynamics AX asks if we want to activate workflow immediately. Regardless from the choice we make, the saving process does not finish, the form does not close, but the… Read more

Resource pages for AX Topics

We’ve recently created several resource pages for different AX topics like SSRS integrations, Invoice settlements, discounts and reversals, Enterprise Portal, and Workflow.  The resource pages are a place where you can find lots of information on the particular topic the page covers.  If these sound interesting to you have a look here:… Read more