Quick Flow

Do you want a quick and flexible solution to create custom workflows on master data and documents?

Quick Flow helps you to check the completeness of the information on master data and documents. QuickFlow allows you to create different workflows and send notification e-mails about status changes.

You can apply Quick Flow to a predefined set of entities:

• Master data (Customer, Vendor, Item, G/L account, Resource, Job, Contact)
• Sales documents (Quote, Order, Invoice, Credit Memo, Blanket order, Return Order)
• Purchase documents (Quote, Order, Invoice, Credit Memo, Blanket order, Return Order)
• Service documents (Quote, Order, Invoice, Credit Memo)
• Transfer orders

For each entity you can set up users, fields control, functions execution and personalized workflow status changes.

Features and benefits of using this app:

• Save time by checking the mandatory fields on master data and documents.
• Create personalized status changes for entity's workflow.
• Setup flow user groups or users that can perform the status change on the workflow.
• Send e-mail notification for changed statuses using our app Quick Sending Manager.
• Easily extend the app creating custom entities and functions.
• View visual flow diagram of your workflow.
• NEW: Copilot integration to draft a new flow and suggest mandatory fields.

Click the Free trial button and start sending your documents via e-mail in Microsoft Dynamics 365 Business Central.

Quick Flow functionalities are available on a trial basis for 30 days. After this period you can activate a subscription for the product level requested.

Supported editions:

This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported countries:

All countries where Microsoft Dynamics 365 Business Central is available.

Supported languages:

This app is available in English and Italian.