Best Dynamics 365 Supply Chain Management Training in 2025
                     How to Customize Workflows in 
Dynamics 365 Supply Chain 
Management
 A Step-by-Step Training Guide for Streamlining Business 
Processes with Visualpath
Introduction to Workflow 
Customization
 Workflows in Dynamics 365 help automate business processes. 
In Supply Chain Management, workflows manage tasks like 
approvals and order processing. Customizing these workflows 
saves time and ensures accuracy. This session will show how to 
create, modify, and apply workflows easily. Let’s explore the 
step-by-step process 
Dynamics 365 Supply Chain Management Training.
Why Customize Workflows in 
SCM?
 Customization helps match workflows to your company’s needs. 
For example, approval steps in purchase orders may differ by 
department. With custom workflows, you add logic that fits your 
rules. This reduces errors and improves decision-making. Also, it 
improves accountability in each supply chain step.
Prerequisites Before You Start
 Make sure you have these before customizing workflows:
 - Proper user roles (System Admin or Workflow Admin)
 - Access to Workflow Editor
 - Business process knowledge
 Also, plan your workflow steps on paper before building them. This saves 
time and avoids mistakes.
Step 1 – Open Workflow Editor
 First, log in to Dynamics 365. Then go to the module: Procurement and 
Sourcing or any SCM area. Select Setup → Workflow → Workflow Editor. The 
editor will launch in a new window. Now, you're ready to design your 
workflow.
Step 2 – Select Workflow Type
 In the editor, choose the workflow type. For example, select Purchase Order 
Workflow or Vendor Invoice Workflow. This determines where your custom 
logic will apply. Click Create New Workflow and name it clearly. Next, you’ll 
start adding elements.
Step 3 – Add Workflow Elements
 You can add steps like Start, Approval, Manual Task, and End. 
Drag and drop each element onto the canvas. Connect them in 
the right order. For example, Start → Approval → End. This flow 
decides how tasks move through the system.
Step 4 – Configure Each Step
 Click each element to set its properties. For Approval steps, choose who 
approves – like managers or finance. Set time limits and conditions. You can 
even set auto-escalation if no action is taken. This ensures the process keeps 
moving. Microsoft Dynamics 365 Online Training
Step 5 – Add Conditions and 
Rules
 Use condition expressions to control the flow. Example: 'If amount > 50000, 
route to Senior Manager.' These rules help handle exceptions. Also, add 
notifications for important steps. Clear rules avoid confusion and errors.
Step 6 – Validate and Save
 Click Validate Workflow to check for errors. Fix any issues shown 
in the error log. Then click Save and Close to store your 
workflow. Saving does not publish it yet. You can edit it again 
later if needed.
Step 7 – Activate the Workflow
 Once saved, go to Workflow Versions. Select your workflow and 
click Activate. Only activated workflows will run. Now, test it with 
sample data. Make sure every step works as expected.
Common Use Cases in Supply 
Chain
 Customized workflows are useful in many SCM tasks. Some 
examples are:
 - Automatic approvals for low-value purchase orders
 - Routing vendor invoices by department
 - Escalation on delayed inventory tasks
 These cases improve efficiency and reduce delays.
Best Practices for Workflow 
Customization
 Keep workflows simple and easy to understand. Use clear names 
for steps and conditions. Avoid too many approval levels. 
Regularly review and update workflows. This ensures they match 
real business changes.
Role of Visualpath Training
 Visualpath offers hands-on training in Dynamics 365 SCM. You’ll 
learn real-time workflow customization with expert guidance. 
Courses are job-oriented and globally accessible. By learning 
customization, you boost your SCM career. Start your learning 
path with Visualpath today.
Career Benefits of Workflow 
Skills
 Knowing workflow customization opens many job roles:
 - Functional Consultant
 - Supply Chain Analyst
 - Business Process Lead
 Also, it helps you automate processes in any company. These are key skills 
for modern ERP professionals.
Conclusion – What You Learned
 You now know how to:
 - Access the Workflow Editor
 - Add and configure steps
 - Apply business rules
 - Activate and manage workflows
 With these steps, you can build smarter supply chain processes in D365.
Visualpath is the Leading and Best Institute for learning in Hyderabad. We 
provide Microsoft Dynamics 365 Supply Chain Training. 
You will get the best course at an affordable cost.
For more Details Contact +91 7032290546
Visit: https://
www.visualpath.in/online-dynamics-365-supply-chain-management.html
For More Information About
Supply Chain training
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