VeloCITY uses the workflows included with Dynamics 365 and are a powerful tool that allows for simple, or complex automation of tasks such as work order automation. The work order workflows are unique to each city and situation, and as a result need to be implemented to suit each situation and attached to the appropriate interaction type.
Workflow | Description |
---|---|
ABS - Case - Cancel active work orders on merge | If associate Case is merged into another Case, associated Work Orders are closed. |
ABS - Case - Verify Work Orders are completed | Case cannot be closed if any associated Work Order is open. |
Information on creating workflows can be found by searching “Use Workflow processes to automate processes that don't require user interaction” on the Microsoft documentation site or click here.
1170 Kensington Cr. NW
Suite 205
Calgary, AB CANADA T2N 1X6
Phone: 800-508-7811
KPMG International Cooperative (“KPMG International”) is a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International provides no client services. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such authority to obligate or bind any member firm.