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Advanced Approval Workflows — Configurable, rule-based approval matrices for every Business Central document type, with per-w — 1/1イメージプレビュー

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.

Advanced Approval Workflowsとは?

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.

主な機能

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
Approver delegation and out-of-office substitution so requests auto-route to a backup and never stall
Email/Outlook approval actions and Business Central mobile-app responses, so approvers act without opening the full web client
Built on the native approval framework via AL event subscribers on the approval management codeunits — no replacement of standard Approval Entries
Job Queue–driven escalation, reminders, and timeout handling configured for your business calendar
Permission sets scoped per role so requesters, approvers, and workflow admins see only what they should
Full audit trail through standard Approval Entries plus extended comment/history logging for compliance review
Optional Power Automate / Dataverse hand-off via the BC REST/OData API for cross-system approvals (Teams cards, external sign-offs)
Delivered as a per-tenant extension installed on your cloud or on-prem BC environment, with source ownership handed to you

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

  1. 1

    ご注文

    一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

  2. 2

    構築とインストール

    ECOSIRE がお客様の Dynamics 365 Business Central 上で構築・設定・インストールします。

  3. 3

    本番稼働 + サポート

    約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。

この製品について

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.

得られるもの

  • 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

これは誰のためのものですか

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.

Advanced Approval Workflows の比較方法

基準エコシエールカスタムビルド競合他社Dynamics 365 Business Central 標準機能
Separate approval matrix per document type付属部分的なサポート部分的なサポート含まれていない
Amount limits varying by document type and dimension付属部分的なサポート部分的なサポート含まれていない
True parallel approvals (all/any must approve)付属部分的なサポート部分的なサポート含まれていない
Delegation / out-of-office substitution付属部分的なサポート部分的なサポート部分的なサポート
Email/Outlook + mobile approval responses付属部分的なサポート付属付属
Built on native framework (no replacement, upgrade-safe)付属部分的なサポート部分的なサポート付属
Tailored to your exact policy, installed and supported for you付属付属含まれていない含まれていない
You own the AL source code付属付属含まれていない含まれていない

Advanced Approval Workflows に関するよくある質問

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.

見積もりを依頼

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

見積もりを依頼

Advanced Approval Workflows のご要望をお知らせください。価格、ライセンスの選択肢、貴社に合わせたご提案を、通常1営業日以内にお送りします。

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