Work with workflows in finance and operations apps

  • Module
  • 8 Units
Intermediate
Business User
Functional Consultant
Dynamics 365
Finance
Supply Chain Management

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.

Learning objectives

In this module, you learn how to:

  • Use the workflow architecture, elements, and actions
  • Create and set up workflows
  • Configure workflow properties
  • Configure a manual task in a workflow
  • Configure an automated task in a workflow
  • Configure an approval process in a workflow
  • Assign users to workflow elements
  • Configure an approval step in a workflow
  • Use work items functionality

Prerequisites

  • General knowledge of Microsoft Windows
  • The ability to use finance and operations apps for basic processing