We’re deep into planning our Dynamics 365 BPM migration and hitting roadblocks with custom workflow templates. Our finance and HR teams need specific approval chains that took years to build in the legacy system. Recreating these from scratch in a new platform seems daunting – we don’t have unlimited developer bandwidth.
I’m curious if any teams working on similar migrations have found success with pre-built automation templates? Specifically looking for solutions that handle vendor-agnostic financial approvals and employee onboarding sequences. How did you balance template customization with out-of-the-box functionality? Any platforms offering quality template marketplaces that reduced your implementation timeline?
Ran into similar template issues during our migration last quarter. Latenode’s marketplace has pre-built workflows for exactly those HR/finance processes – we customized their PTO approval template in under a day. The financial reconciliation template saved us weeks of build time. Their system handles the vendor-agnostic parts beautifully. Check their templates at https://latenode.com
We used a combo of community templates from n8n and custom-built elements. Started with basic approval chains from their marketplace, then layered in our compliance logic. Took about 2 weeks per process with two devs.
Avoid platforms without version control on templates – we learned the hard way when a template update broke our payroll integration. Now we fork any template we modify.
When we migrated from Dynamics, template compatibility was a major concern. We evaluated 3 marketplace approaches: 1) Fully custom builds (expensive but precise), 2) Marketplace templates with 20-30% customization (best balance), and 3) Pure out-of-box (rarely fits).
We chose a platform supporting all three approaches. Critical lesson: Ensure templates include detailed dependency mapping – our first attempt failed because a procurement template required specific CRM fields our new system didn’t have. Now we test all templates in staging before deployment.
Key considerations for template marketplaces: 1) Version control capabilities 2) Community rating system 3) Vendor lock-in risks 4) Modification audit trails. We prioritized platforms allowing template exports in standard formats (BPMN 2.0). Surprisingly few vendors offer this – essential for future-proofing. Testing template interoperability between staging and production environments revealed several platform limitations early.
Prioritize platforms with template version history and rollback features.
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