Module 1: Administration

The purpose of this chapter is to install and setup the workflow system. This chapter provides a checklist of steps to perform the installation of workflow. It also discusses various server configuration options and trade-offs. The person implementing workflow would find this chapter most beneficial.

Lessons

• Installation of the Workflow system
• Workflow participants and roles
• Security and user rights
• Workflow activation and setup
• User Security
• Maintenance of the workflow system

Lab: Configure Security

• Assign security in Microsoft Dynamics GP
• Assign an originator in Microsoft SharePoint.

Lab: Activation

• Activate batch related workflows in Microsoft SharePoint.

Lab: User Preferences

• Configure user preferences for a workflow user.

After completing this chapter, students will be able to:

Module 2: Using Workflows

This chapter focuses on the procedures for configuring workflows. One of the keys to successfully implement the workflow system is to ensure the workflow steps match the firm