Fewer Clicks, More Actions: Workspaces, Personalizations

I just arrived home from this year’s User Group Summit, what a great experience! So many great presenters and amazing sessions. I especially want to thank those of you who attended my own session on workspaces and personalizations. It would have been significantly less fun had you not been there – and I think we all learned a lot!!!

There were several requests for the additional presentation slides, so I am posting them here. Please feel free to download them by clicking through to SlideShare, and do share them widely.

I plan to do a series of blog posts in the upcoming weeks that will dive deeper into some of the session’s topics, so enter your email address into the subscribe box on the right if that is content you’d find of interest.



Nervous Selfie Before
Excited Group Selfie After

Handling Rejection (In D365 Workflows)

Handling rejection can be tough.  Understanding D365 workflows can be tough.  So understanding how rejection is handled in D365 Workflows can be, well, trickier than a freshman getting a date to senior prom. 

My high school guidance counselor taught me experiencing rejection makes us more complete people. 

When setting up Dynamics AX workflows, it is important to test the approval process. But testing is not complete until the rejection process has also been examined.  Testing rejections can be much more complex because workflow behavior needs to be examined for rejection and resubmission at each stage of the workflow.  Below is an example of why this is important.

Workflow Example

Let’s consider two expense report workflows below.  Each uses a multi-level approval where an accounting reviewer approves for correctness (eg “Is the math right?”), and then an Expense reviewer approves for appropriateness (eg “Should this have been expensed?”).  The workflows look similar, the rejection behaviors have an important distinction.

Workflow 1

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