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
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
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
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
Alma: Now you’ve been thinking, these are some of our partners experiences,
Alma
Alma
Alma
Alma
Alma
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
Gary
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
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.