Data entry workflow for Dynamics 365 for Finance and Operations is a unique solution in the market that automates the process of entering data end-to-end within Dynamics 365 for Finance and Operations.

You can use the Data entry workflow solution to:

• Configure workflow templates for step-by-step data entry to be assigned to multiple users
• Provide easy-to-understand data entry forms for users without being overwhelmed by all attributes on master data forms
• Enable approvals for master data without development efforts
• Provide insights on master data creation and update status
• Audit data entry by logging all changes saved on all workflow steps

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Design

Design the desired data entry workflows for your unique business needs.

Data entry workflow design-related features are:

Feature	Description
Data entry workflow template designer	With the help of the designer, you can define various steps with the required fields, set up user assignments, set time limits, and manage the approval process. You can also determine which templates can be started from existing forms in the application.
Form-recording tool	Easily create data entry workflow templates by selecting fields from the standard application forms, without any need for in-depth technical knowledge.
Form setup	You can define which data entry workflow templates can be used from which forms.
Step assignment	You can assign workflow steps to users, teams, or roles.
Notifications	You can use the standard alert functionality to notify users on new task assignments or on tasks that are due based on time limits.
Copy data entry workflow templates	You can have several templates for the same entity with some slight differences. For that purpose, you can copy existing data entry workflow templates.
Version control and change management	The data entry workflow templates support version management and changes management. Change management is done using change sets.
Deploy changes to other environments	You can deploy data entry workflow templates to another D365 FO environment in several ways: Export/import Synchronize change sets
History cleanup	You can clean up the workflow history.
Integration with Data quality studio	You can design data entry workflow template steps to use the Data quality studio solution during data entry on workflow tasks and transfer of entered data to the target tables.
Integration with Master data management studio	Data entry workflow and MDM studio complement each other. Before distributing the data, a workflow can ensure that the steps are completed. When a legal entity receives a new master record, a data entry workflow can be started to complete the data to make it specific for that legal entity.

Operation

As a data entry workflow user, you can do the data entry workflow tasks that are assigned to you.

Data entry workflow operation-related features are:

Feature	Description
Data entry	As a user with an assigned data entry task, you have an easy-to-understand, compact data entry form instead of standard master data forms. You can: Start a data entry workflow Receive notifications on assigned tasks. Complete a workflow task at once or in several iterations.
Approval	As a user with an assigned approval task, validate the fields as defined in the data entry workflow template approval step. You can: Approve the data Request for a change Delegate the approval to another user Reject the data
Fuzzy duplicate check	As a user who evaluates possible duplicates, you can: Approve that the newly entered data is not a duplicate. Delegate the possible duplicates evaluation task to another user. Reject the newly entered data because it is a duplicate.
Assignment delegation	As a user, you can delegate your workflow task assignments to another user.

Monitoring

As a Data entry workflow manager, you can:

• Monitor and troubleshoot started data entry workflows.
• Monitor workflow task delegations and reassignments.