Streamline your data entry processes with workflow management
Home
Master Data Management
Home
Master Data Management

Streamline your data entry processes with workflow management 

Manage the end-to-end creation, updates, and approval of master and reference data while ensuring improved user experience and collaboration with easy-to-use data entry workflow solution

Why should you use Data Entry Workflow?

What to expect from the key features?

Key Feature

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.

DEW-1

Key Feature

Data entry experience

The business user will have an easy-to-understand, compact data entry form instead of standard master data forms which could be overwhelming to end users. They receive notifications on assigned tasks and will have the option to complete a step at once or to complete it in multiple iterations.  

DEW3-Data entry

Key Feature

Approval process

An approver will be able to validate the most important fields, and where required, request for a change. Other possible actions are approval, rejection, or delegating to another user. Any data entry provided by users will be logged with a timestamp and template step details for audit purposes.

DEW-Approval

Data Entry Workflow Factsheet

A unique, no-code solution designed to help you streamline the master data entry process, Data Entry Workflow for Microsoft Dynamics 365 Finance and Supply Chain Management helps you manage the creation, update, and approval of master data records from start to finish.

https://2697631.fs1.hubspotusercontent-na1.net/hubfs/2697631/Data_Entry_Workflow_F&SCM.png

Frequently Asked Questions

Why would I need a data entry workflow solution for my business?

When you have requirements to gather input for master data from different persons or you want to have an approval step for creating or updating data, our Data Entry Workflow solution will help to streamline your processes.

How secure is your solution since multiple users may access sensitive or confidential master data?

Master data can contain private or sensitive data. You can manage which data is to be entered on which step. Only people assigned to a particular step would be able to enter and view the data in the Data Entry Workflow solution. The way how the template will be configured defines your level of security.

Do I need to invest in a technical resource to configure Data Entry Workflow?

There is no specific requirement for a technical skillset; however, knowledge of the data model will be beneficial. When creating the workflow templates, you can use an easy form-recording option to pick the required fields for a specific step from the original form.

How is the solution licensed?

We offer subscriptions for the solution based on the number of users. The more users that are licensed, the cheaper it will become for adding users.

Does my team need to be trained to use the Data Entry Workflow software?

The Data Entry Workflow solution is designed with a key focus on ease of use. Completing the data is intuitive. Still, we would recommend a small training for the business users. The training on designing workflow templates can be done in one day.

Does the solution undergo regular software/application updates?

We check the compatibility with each preview, first release, and general release of Microsoft Dynamics 365. We ensure the add-on will be working for all future versions. Based on customer feedback, we will define a roadmap to improve or expand the solution.

Can Data Entry Workflow be purchased as a stand-alone solution?

Data Entry Workflow is a solution that is part of the Master Data Management and Data Governance suite of products. It can work as a stand-alone tool, but if you include other MDM components, it will be better together.

Does the solution run on-premises or on the cloud?

The Data Entry Workflow solution is embedded in Dynamics 365 Finance and Operations. For this reason, it runs both on the cloud as well as on-premises. There are no additional dependencies that would be different for on-premise environments.

Take a closer look at Data Entry Workflow

Discover how you can ensure the creation of reliable, complete, and validated master data records while improving team collaboration within the Dynamics 365 ERP in an easy and hassle-free way.

https://2697631.fs1.hubspotusercontent-na1.net/hubfs/2697631/Business-Integration/Images/Banners/DEW-3.png

Talk to our expert

Jim Schwab-color

Jim Schwab

Specialist North America

As a seasoned expert, Jim has helped companies in various industries with process improvement, integration solutions, and business intelligence.

Jim Schwab-color

Jim Schwab

Specialist North America