What’s In This Guide?

Mekorma Mobile Workflows utilizes Microsoft Power Platform and integrates with Microsoft Dynamics GP to provide you the convenience and ease to approve payables transactions and new vendor records anywhere from your mobile device or browser without ever logging into the Dynamics GP system.

Mekorma Mobile Workflows supports the following GP workflows:

• Payables Transaction Approval allows you to review and approve invoices entered into your Dynamics GP system along with associated documents, images, and comments made by Accounts Payable (AP) staff.

• Vendor Approval allows you to approve or reject new vendors or changes to existing ones. Like Payables Transaction Approval, you can view attachments and comments related to the specific vendor(s).

This implementation guide will walk you through the following topics. These items should be completed in the order in which they are displayed in this guide.

• About Mekorma Mobile Workflows

• Mobile Workflows Architecture and Security

• Microsoft Power Platform Requirements

• Mapping Power Apps Accounts to Dynamics GP Login Accounts

• Setting up a SQL Server Proxy Login

• Installing Microsoft On-Premises Data Gateway

• Connecting to Your On-Premises SQL Server in Your Power Apps Environment

• Installing Mobile Workflows

• Sharing Mobile Workflows to Batch Approvers

• Deploying the Power Apps Mobile Client

If you are already using Mekorma Mobile Workflows, use this information to upgrade.

• Upgrading Mobile Workflows