Sunday, August 18, 2019

Dynamics NAV - Setup and use Workflow


  • Confirm that a nav user account is setup for the service account
  • User Setup>Setup Email address on current User
  • User Setup>Setup Email address on User account Nav Job Queue service is running with with e-mail address that it should be sending as (this should be the same as the login for the smtp setup)
  • Check your Notification Entry table and clear any old jobs that may be failing and preventing new mail from being sent
  • Setup SMTP Mail Setup
    • smtp.office365.com
    • port:587
    • Authentication: Basic
    • UserID: full email address that does not have authenticator required
    • Password: e-mail password
    • Secure connection: Yes
  • Setup Approval Users
  • Workflows>New Workflow from Template
  • Workflow Lines>Repsonses>Set approval type and due date
  • Create Job Queue for Mail Notify C1509

To send Overdue notifications
  • Create a new Overdue Workflow from the Workflow Templates>Administration>Overdue Template
  • Enable it
  • Now you can run the Send Overdue Approval Notifications job
  • You can only send notifications about overdue requests, so ensure that your due date formula in the workflow is set appropriately.

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