MEAPSA

Work with workflows in finance and operations apps

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.

Business User

Functional Consultant

Dynamics 365

Finance

Supply Chain Management

Module 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

Units

Introduction min
Workflow types for business processes min
Create and set up workflows min
Assign users to workflow elements min
Use the daily journal workflow min
Lab - Create a purchase requisition workflow min
Check your knowledge min
Summary min

Prerequisites

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