Action and document management

Use Action and document management to automate:

Repetitive and predictable processes. To automate these processes, you use workflows. These workflows can, for example, have tasks to create records, update fields, or create cases in D365 FO.
The creation of documents based on data from Microsoft Dynamics 365 for Finance and Operations. A created document can be of type email or XML.

If you can't find the information you are looking for, you can:

Visit our portal to explore our knowledge base, raise a question, or report an issue.
Get in contact with us.
Provide feedback on the documentation, using the 'Provide feedback' button at the bottom-left of a content page.

Action management

Use Action management to automate repetitive and predictable processes. To automate these processes, you use workflows.

Set up Action management

Set up queries

Set up workflows

Exchange workflows

Use workflows

Document management

Use Document management to automate the creation of documents based on data from Microsoft Dynamics 365 for Finance and Operations. A created document can be of type email or XML.

Action and document management

Action management

Set up Action management

Set up queries

Set up workflows

Exchange workflows

Use workflows

Document management

Set up Document management

Set up document types

Set up document type perspectives

Set up communication profiles for document type perspective

Set up text fragments for document type perspective

Exchange document types

Use document types