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- Advanced Approval Workflows
Aperçu illustratifConfigurable, rule-based approval matrices for every Business Central document type,
with per-workflow approvers, amount limits, delegation, and email/mobile responses. Built and installed by
ECOSIRE as a per-tenant AL extension.
Qu'est-ce que Advanced Approval Workflows ?
Configurable, rule-based approval matrices for every Business Central document type, with per-workflow approvers, amount limits, delegation, and email/mobile responses. Built and installed by ECOSIRE as a per-tenant AL extension. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.
Fonctionnalités clés
Fait sur commande, clé en main
Aucune configuration à faire vous-même — une app fonctionnelle conçue, installée et prise en charge par ECOSIRE.
- 1
Vous commandez
Commencez par un prix de développement unique. Nous cadrons le projet avec vous au lancement.
- 2
Nous développons et installons
ECOSIRE la développe, la configure et l'installe sur votre Dynamics 365 Business Central.
- 3
Mise en ligne + assistance
Vous êtes en ligne en une semaine ouvrée environ, avec deux semaines d’assistance après la mise en production. Les défauts du code que nous livrons sont corrigés gratuitement.
À propos de ce produit
Business Central ships with a workflow engine, but anyone who has tried to run real finance governance on it knows where it stops: one approval hierarchy driven by a single Approval User Setup chain, amount limits that don't differ by document type, no true parallel approvals, and clumsy out-of-office handling. Controllers end up bolting on spreadsheets and email chains to fill the gaps.
Advanced Approval Workflows is a per-tenant AL extension that ECOSIRE builds for your specific document types and signing policy. It extends the native approval framework rather than replacing it, so it cooperates with the standard Workflow, Approval Entries, and Notification pages your users already know.
What you get: a separate approval matrix per document type (purchase orders, vendor invoices, sales quotes, journals, payment journals, item journals, requisitions, and custom documents). Each matrix carries its own amount-based limits, its own approver pool, and its own escalation rules. Approvals can run multi-level (sequential) or parallel (all-must-approve / any-can-approve), with delegation and out-of-office substitution so nothing stalls when an approver is away. Approvers act from Outlook/email action links or from the Business Central mobile app — no need to open the full client.
Because this is build-to-order, ECOSIRE scopes your real approval rules, develops the extension in AL (table/page extensions plus event subscribers on the approval codeunits), installs it as a per-tenant extension on your cloud or on-prem environment, configures permission sets and the Job Queue entries that drive escalation, and supports it afterward. This is not an instant AppSource download — it is a delivered, installed, and maintained solution. Honest lead time and a support arrangement are part of the deal.
Ce que vous obtenez
- A per-tenant AL extension (.app) built to your approval policy, installed on your Business Central environment
- Configured approval matrices for each in-scope document type, including amount limits and approver pools
- Permission sets for requesters, approvers, and workflow administrators
- Job Queue entries configured for escalation, reminders, and timeout handling
- Email/Outlook and mobile approval response wiring, tested end-to-end
- Source code (AL project) plus a short technical handover document and admin runbook
- A configuration/admin training session and a defined post-go-live support window
Pour qui c'est
Financial Controller
Needs amount-based, multi-level sign-off that differs by document type and survives auditor scrutiny — beyond the single global approval limit the base engine offers.
Procurement / AP Process Owner
Wants purchase orders and vendor invoices routed by value and category to the right buyers and budget holders, with delegation so approvals never stall during leave.
Business Central Administrator
Wants the gaps closed using the native approval framework — a clean per-tenant extension, scoped permission sets, and Job Queue automation — not a fragile pile of customizations.
Comment Advanced Approval Workflows se compare
| Critère | ÉCOSIRE | Construction personnalisée | Concurrent | Natif Dynamics 365 Business Central |
|---|---|---|---|---|
| Separate approval matrix per document type | Inclus | Prise en charge partielle | Prise en charge partielle | Non inclus |
| Amount limits varying by document type and dimension | Inclus | Prise en charge partielle | Prise en charge partielle | Non inclus |
| True parallel approvals (all/any must approve) | Inclus | Prise en charge partielle | Prise en charge partielle | Non inclus |
| Delegation / out-of-office substitution | Inclus | Prise en charge partielle | Prise en charge partielle | Prise en charge partielle |
| Email/Outlook + mobile approval responses | Inclus | Prise en charge partielle | Inclus | Inclus |
| Built on native framework (no replacement, upgrade-safe) | Inclus | Prise en charge partielle | Prise en charge partielle | Inclus |
| Tailored to your exact policy, installed and supported for you | Inclus | Inclus | Non inclus | Non inclus |
| You own the AL source code | Inclus | Inclus | Non inclus | Non inclus |
Foire aux questions sur Advanced Approval Workflows
How long does delivery take, and how is it installed?
After a short scoping call to capture your document types, amount limits, and approver hierarchy, a typical build runs about one working week depending on how many document types and edge cases are in scope. We develop the AL extension, test it against a sandbox copy of your environment, then install it as a per-tenant extension on your production Business Central (cloud or on-prem). This is build-to-order — there is no instant AppSource download; ECOSIRE delivers and installs it for you.
What does ongoing support and updates look like?
Every build includes a defined post-go-live support window for fixes and configuration tweaks. Because it is a per-tenant extension built on the native approval framework, Microsoft's monthly and major BC releases generally do not break it; we test against the next BC version and supply a recompiled .app when needed. You own the AL source, so you are never locked in — and you can extend the support arrangement on a retainer or per-change basis.
Will this conflict with Business Central's built-in approvals?
No. The extension subscribes to events on the standard approval management codeunits and extends the existing Workflow, Approval User Setup, and Approval Entries pages rather than replacing them. Your standard approval history, notifications, and admin pages keep working — we add the matrix-per-document-type, parallel approvals, and delegation logic on top.
Can approvals integrate with Teams, Power Automate, or external systems?
Yes. The native email/Outlook and mobile approval actions are included by default. For Teams adaptive cards, external sign-offs, or cross-system flows, we can expose approval state through the BC REST/OData API and hand off to Power Automate / Dataverse. That integration layer is scoped as an add-on since it depends on your Power Platform setup.
What do you need from us to start, and what about permissions and data?
We need a sandbox or copy of your Business Central environment, your current document-type list with intended amount limits and approver hierarchy, and an admin contact for installing the extension and assigning permission sets. All development and testing happen against your environment under your control; ECOSIRE does not move your data off your tenant.
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Advanced Approval Workflows
Configurable, rule-based approval matrices for every Business Central document type, with per-workflow approvers, amount limits, delegation, and email/mobile responses. Built and installed by ECOSIRE as a per-tenant AL extension.
- Separate approval matrix per document type — purchase orders, vendor invoices, sales documents, GL/payment/item journals, requisitions, and custom documents each get their own rules
- Amount-based approval limits that vary by document type and dimension (department, project, cost center), not just one global approval limit
- Multi-level sequential approvals with configurable escalation when an approver doesn't respond within an SLA window
- Parallel approval modes — all-must-approve or any-can-approve — for committees and dual-control finance policies