NAV 2017 and “Microsoft Flow” integration: “Business Notification Manager” reinvented in Cloud


Microsoft Flow Preview
Microsoft Definition: “Microsoft Flow is a “brand new” SaaS offering, available today in preview, for automating workflows across the growing number of applications and SaaS services that business users rely on.”

Integrations: In the preview of Microsoft Flow Microsoft provide native and Cloud Based integration both for NAV 2017 throughout the entire Dynamics 365 platform.

I consider it very interesting and useful because until not long ago, there was a solution called “Business Notification Manager” (available from NAV 4..NAV 2009, then abandoned as then also happened to Employ Portal, Commerce Gateway, etc.) which could be used to manage a small workflow regarding only the “notification of events” without the need to write one line of code to handle it.
“Business Notification Manager” : this feature Allows you to automatically send emails to your employees and business partners Informing them of business events.”

He was using the logic “IF Trigger Fired THE Action..” the same used both NAV Workflow that Microsoft Flow (in this case born in the Cloud world).

Business Notification for NAV 2009
https://msdn.microsoft.com/en-us/library/dd354998.aspx
Business Notification for NAV 5
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and now: “Microsoft Flow”
Integration Flow, NAV 2017 Suite Dynamics365 available today.
Actually you can choose two integration triggers:
– When record is created
– When record is modified

Microsoft Flow Plans – “How to get Flow” ?

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Some pictures about integrations

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some nice links:
nice post about architecture here:
Role of PowerApps, Flow and Common Data Model in Dynamics 365
https://blogs.msdn.microsoft.com/rojythomas/2016/10/20/pa-flow-cdm/

nice slides here:
https://onedrive.live.com/embed?cid=6B7CF2BD5F47F487&resid=6B7CF2BD5F47F487%21308&authkey=AL_lEzG4oCJs4O0&em=2&wdAr=1.7777777777777776
https://onedrive.live.com/embed?cid=6B7CF2BD5F47F487&resid=6B7CF2BD5F47F487%21700&authkey=AM8TMZCzvCTeXLY&em=2

Last Microsoft Video: “How Do I” Use Microsoft Flow with Dynamics NAV 2017

Sign up for Microsoft Flow
https://flow.microsoft.com/

Enjoy.

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“Microsoft Flow” Preview


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“Work less, do more with Microsoft Flow”

Create automated workflows between your favorite apps and services to get notifications, synchronize files, collect data, and more.

Automate tasks by integrating your favorite apps with Microsoft Flow. Make repetitive tasks easy with workflow automation.

…you are welcome !

Source https://flow.microsoft.com/en-us/

NAV 2016 TESTING WORKFLOW


NAV 2016 TESTING WORKFLOW  

… IS NOT A GUIDE !!!  … only some tests about this GREAT feature ! 

Some Workflow definitions directly from “Microsoft”:

WORKFLOW SCOPE\PURPOSE

  • “…. Workflow enable you to model real-life business processes
  • Workflow is defined as the movement of documents or task through a work process
  • Adopting workflow as a developer requires a move from functional code to “When-Then” thinking ….

MY SIMPLE AND LIMITED NAV 2016 WORKFLOW & NOTIFICATION SCHEMA MENTAL FLOW

NAV 2016 WORKFLOW NEW

WORKFLOW “TOPICS”

  • Topics are: Workflow Templates & Designer, Workflow Model & Architecture, Approval & Notification Model, Workflow User Group

Events, Responses, Workflows & Templates

Event & Response

  • Event: a NAV event subscription or action, implemented in C/AL and registered in Workflow library
  • Response: implementation in C/AL of a response

Workflow:

  • Workflow: a collection of one or more events/response pairs, designed and managed through the Workflow Designer
  • Workflow Template: A mechanism to deliver workflow processes to a NAV System

Event: IS NOT a workflow (is an event of Workflow…)

      • Workflow offer a higher degree of configurability and are managed by workflow designer
  • Event is not multi steps operation

Workflow Response Model

    • When Event
  • On Condition
  • Then Response (Multi-line events responses)

WORKFLOW TEMPLATES

  • Workflow template is a “Worflow ready to use” with some different steps
  • You can Copy from an existing workflow to build a new one
  • You can define also new workflow elements (subscribers & responses objects)
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Example of Simple Workflow

  • MS-POAPW à Purchase Order Approval Workflow
  • This Workflow is composed by some Steps (Event, Condition, Response)

SIMPLE WORKFLOW – ITALY screen

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For Each single workflow, you can define:

Events

  • Master or indented event (with level)

Condition

  • Set of simple\complex condition
  • Define an “Entry point”

Responses

  • You can define a single or multi- lines response events for each one-event Worflow line.

Sample of Response Definition   W1 Screen

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Workflow Responses List

  • You can see all existing response events from this list

ITA Screen

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Target Page & Custom Link

  • Is possible to define different options for Workflow Responses; for example is possibile to choose a page or hyperlink instead of standard execution.

Edit Response W1 Screen

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COPY FROM EXISTING TEMPLATE

  • You can create a new workflow copying from an existing and “ready to go” workflow

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NEW WORKFLOW FROM MODEL

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 EXAMPLE OF NEW WORKFLOW: POST_PO (Post Purchase Order)

  • Sample workflow with some sample steps instances
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WORKFLOW EVENTS\RESPONSE COMBINATION

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WORKFLOW EVENTS GERARCHY

  • Matrix for Events\Response mapping
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WORKFLOW TABLES RELATIONS

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CORE WORKFLOW & APPROVAL MANAGEMENT CODEUNITS

  • Codeunit 1501 Workflow Management
  • Codeunit 1502 Workflow Setup
  • Codeunit 1520 Workflow Event Handling
  • Codeunit 1521 Workflow Response Handling

 Main Workflow Functions (Events, Response Model)

  • CreateEventsLibrary()
  • CreateResponsesLibrary()
  • ExecuteResponse()

Approval Management Codeunit ( apart of workflow)

  • Codeunit 1535 Approval Management Codeunit
… IS NOT A GUIDE !!!  … only some tests about this GREAT feature ! 

Read NAV 2016 Help on MSDN (and How Do I Videos) for ALL Information about workflow:

NAV 2016 What’s New !!

https://msdn.microsoft.com/en-us/library/hh173994(v=nav.90).aspx

WORKFLOW LANDING PAGE:

https://msdn.microsoft.com/en-us/library/dn892100(v=nav.90).aspx

How Do I: Create and use Workflow in Microsoft Dynamics NAV 2016
https://www.youtube.com/watch?v=tc5vmUZ1N10

Walkthrough: Implementing New Workflow Events and Responses

https://msdn.microsoft.com/en-us/library/mt574349(v=nav.90).aspx

Walkthrough: Publishing, Raising, and Subcribing to an Event in Microsoft Dynamics NAV

https://msdn.microsoft.com/en-us/library/mt299404(v=nav.90).aspx

What is new in Dynamics NAV 2016- Workflow

This video explores the new Worklfow functionality in Microsoft Dynamics NAV 2016

…..look also on NAV COMMUNITY FORUM ..many topics about this feature.

My Video – Dynamics NAV 2016 Workflow

NAV 2016 MSDN Business Functionality Landing Page and Workflow


NAV 2016 Business Functionality Landing Page (Microsoft Definition)

“To support your department-specific tasks, you can use a variety of general business functionality, such as Workflow and Office Integration, which is available across two or more departments”

About Workflow:

Set up and use workflows that connect tasks performed by different users or by the system, such as automatic posting. Requesting and granting approval to create or post documents are typical workflow steps. Workflow

Source Business Functionality  https://msdn.microsoft.com/en-us/library/hh879076(v=nav.90).aspx

Workflow “How-To” (Microsoft Definition)

In the Workflow window, you create a workflow by listing the involved steps on the lines. Each step consists of a workflow event, moderated by event conditions, and a workflow response, moderated by response options. You define workflow steps by filling fields on workflow lines from fixed lists of event and response values representing scenarios that are supported by the application code.

The generic version of Microsoft Dynamics NAV includes a number of preconfigured workflows, listed in the Workflow Templates window, that you can copy to create workflows. The codes for workflow templates that are added by Microsoft are prefixed with “MS-“.

If a business scenario requires a workflow event or response that is not supported, a Microsoft partner must implement them by customizing the application code.

Hh173994.note(en-us,NAV.90).gifNote
The Document Approvals feature that existed in the previous version of Microsoft Dynamics NAV is removed. The standard approvals scenarios that were supported in the previous version are now supported as workflows for sales approvals and purchase approvals respectively. The upgrade tool will recreate document approval data in previous versions as workflow data in Microsoft Dynamics NAV 2016.

Source: NAV 2016 on MSDN Online

https://msdn.microsoft.com/en-us/library/hh173994(v=nav.90).aspx

Source: NAV 2016 Workflow landing page

https://msdn.microsoft.com/en-us/library/dn892100(v=nav.90).aspx

if you are Microsoft Partner you can find others information and document about workflow also on Microsoft Dynamics Learning Portal 

To See
Set up workflow users, specify how users get notified, and create new workflows. For new workflows for unsupported scenarios, implement the required workflow elements by customizing the application code. Set Up Workflows
Enable workflows, act on workflow notifications, including request approvals and approve requests to perform a workflow step. Archive and delete workflows. Use Workflows