Introduction
There are two types of processes that you probably want to manage more effectively: business and people. The first one is the easiest because you can generally control how a program or system is going to work. Making sure that the people processes are working correctly is a little trickier.
You would want to:
Assign the right people to tasks, some of whom may not use Dynamics AX on a daily basis
Have different processes based on business rules
Make sure that steps are not skipped
Ensure that tasks are done within a reasonable amount of time
Fortunately, Dynamics AX 2012 comes preconfigured with a workflow engine and standard workflow templates that you can use to help wrangle people. All you need to do is create the workflow design and activate it. Don't worry if you are not a programmer, this will all be a zero coding experience.
In this chapter, we will show you how you can design workflows by adding a workflow to manage the case management process within Dynamics AX.
