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Introducing the Workflow Solution for Leasing and Credit Companies

  • 15 May 2020
  • 3 minutes of reading

We would like to invite you to another Live Meeting, where we would like to show you the basic setting options and uses for OneCore Suite’s Workflow tool in Microsoft Dynamics 365 Business Central. With this tool, you can combine business process tasks performed by different users.

Workflow automates processes and supports the flow of documents, information, and tasks from one worker to another. It improves the transparency of existing business processes and leads to their simplification, improves their effectiveness, and shortens operation time.

System tasks such as automatic accounting can be incorporated into the workflow as steps that precede or follow the user’s tasks. Requesting or giving approval for creating new records are typical examples of workflow steps.

OneCore Suite supports nearly all financial products (with service or without). And when it comes to supporting assets, the solution allows you to lease and loan almost any type of property. Not just cars or trucks, but industrial technologies, electronics, real estate, and more.

Come see how solutions available within the Workflow tool can speed up and simplify your activities when processing system tasks.

WHEN | WHERE

Thursday 28.5. 2020 | 10:00 – 10:30 | Live Meeting

AGENDA:

  • What is Workflow?
  • Using Workflow
  • Creating a workflow from a template
  • Workflow settings
  • Approval user settings
  • Setting workflow alerts
  • Deleting a workflow

The registration has been completed. Please contact us if you are interested in the recording of this Live Meeting.

 

Recommended products

OneCore

A specialised solution for financial services companies. It is fully integrated with Microsoft Dynamics 365 Business Central, therefore allowing its users to take full advantage of the platform.

OneCore Business Portal

A self-service online portal providing an intuitive and modern information base for customers and partners. It allows users to easily create custom offer configurations for four types of financing: operating lease with services, financial lease, and credits with and without a subject.

OneCore Calculation Engine

 A solution for any financial calculation. It is an ideal solution for companies focusing on credits, leases, fleet financing, operating or financing leases, and many other financial services.

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