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204 total results found

Module: Rejection Handling

Advanced Workflow for Dynamics 365 BC -... Creating a workflow template

The rejection behavior in Advanced Workflow is configurable and controls what happens when an approver rejects an approval request. Default behavior (without special configuration) Rejection in the first step: the workflow is cancelled (status → Cancelled). R...

Module: Approval Reassignment

Advanced Workflow for Dynamics 365 BC -... Running & monitoring workflows

Administrators can reassign active approvals to another person or group without cancelling the workflow. In addition, users who are not approval administrators can reassign or cancel approvals – if configured. Prerequisites The user must have the field "Can...

Module: Workflow Visualization

Advanced Workflow for Dynamics 365 BC -... Running & monitoring workflows

The workflow visualization shows an interactive graphical representation of the workflow template with all steps and connections. Open the visualization In the AWF Workflow Template → action "Visualization". The visualization shows: Step nodes with step code...

Module: Monitoring & Administration

Advanced Workflow for Dynamics 365 BC -... Running & monitoring workflows

The monitoring functions provide a comprehensive overview of all workflow instances and their status. AWF Workflow Management The page AWF Workflow Management is the central overview for all workflow instances: Filter options: status (Active / Completed / Err...

Activation Endpoint Specification

Advanced Workflow for Dynamics 365 BC -...

Overview The DEXPRO Advanced Workflow BC app contacts an activation endpoint via HTTP POST to validate its license. The endpoint receives identification and usage data and must respond with HTTP 200 to confirm an active license. Any non-200 response is treated...

Archivierten Beleg per Suche finden

Freeze for Dynamics 365 BC - de-DE Extension Entwicklung

Die Seite Anhang Download beschreibt, wie Anhänge eines bereits gefundenen Archiv-Datensatzes heruntergeladen werden. Diese Seite beschreibt den vorgelagerten Schritt: Wie findet man den passenden Archiv-Datensatz – auch mandantenübergreifend, z. B. um im Inte...

Finding an archived document via search

Freeze for Dynamics 365 BC - en-US Extension Development

Finding an archived document via search The Attachment Download page describes how to download the attachments of an archive record you have already found. This page covers the step before that: how to find the matching archive record – including cross-company...

Supported Microsoft Dynamics 365 Business Central versions

Core for Dynamics 365 BC - en-US

Microsoft Dynamics 365 Business Central integration with DEXPRO Core is possible from the following version onward, due to minimum technical requirements: Application 25.0 or higher Platform 1.0 or higher Runtime 14.0 or higher Target: Cloud (SaaS) and suppor...

Licenses

Core for Dynamics 365 BC - en-US

DEXPRO Core is the free, shared base module that every DEXPRO app for Microsoft Dynamics 365 Business Central depends on. It is not sold on its own; you receive it automatically as part of the license for any DEXPRO app you purchase. How licensing works DEXPR...

Obtaining the DEXPRO modules

Core for Dynamics 365 BC - en-US

DEXPRO apps for Microsoft Dynamics 365 Business Central are distributed through Microsoft AppSource and directly by DEXPRO Solutions GmbH. Whichever route you choose, the DEXPRO Core base module is installed automatically as a dependency. From Microsoft AppSo...

Permission sets

Core for Dynamics 365 BC - en-US

DEXPRO Core ships a small set of permission sets that control who can configure the module and who can work with Core documents and rules day to day. Assign them to users in the same way as any other Business Central permission set. Available permission sets ...

Core Setup

Core for Dynamics 365 BC - en-US

The Core Setup card is the central configuration page for the DEXPRO Core module. From here you control document numbering, logging, the HTTP timeout, the automatic cleanup of old documents, and the File Viewer, and you reach the other Core configuration pages...

DEXPRO Apps

Core for Dynamics 365 BC - en-US

The DEXPRO Apps registry lists every installed DEXPRO module and lets you activate or deactivate each one. It is embedded as a part on the Core Setup card and is how DEXPRO Core knows which modules are present and which are currently active. {add screenshot o...

Core Documents

Core for Dynamics 365 BC - en-US

The Core Documents list is the central place where all incoming DEXPRO Core documents are collected and tracked. Each line represents one document received through a DEXPRO app, together with its processing status and a link to the Business Central record it c...

Document Class Setup

Core for Dynamics 365 BC - en-US

The Document Class Setup maps each Document Class to the process step that Core should run next for documents of that class. It lets you tailor how different kinds of documents flow through the DEXPRO apps. Open the list from Core Setup (Document Class Setups ...

Field Mapping

Core for Dynamics 365 BC - en-US

Field mapping controls how data from an incoming document is written into Business Central records. DEXPRO Core offers three mapping surfaces, each for a different kind of field, so you can cover standard fields, arbitrary JSON fields, and custom app fields. O...

OAuth 2.0 and OpenID Setup

Core for Dynamics 365 BC - en-US

DEXPRO Core provides shared authentication setup for the DEXPRO apps that call external services. Two setup lists are available: one for OAuth 2.0 client-credentials connections and one for OpenID Connect connections. Both keep secrets in Business Central isol...

File Viewer

Core for Dynamics 365 BC - en-US

The File Viewer lets users preview document attachments directly inside Business Central, on the standard attachment FactBoxes of document pages. It uploads the attachment to SharePoint/OneDrive through Microsoft Graph and shows the returned preview inline, so...