Summary of "Workflow part 1 - Workflow and notification setup in Dynamics 365 F&O"
Summary of Video: Workflow part 1 - Workflow and Notification Setup in Dynamics 365 F&O
Key Technological Concepts & Features:
- Workflow in Dynamics 365 Finance & Operations (F&O): Workflow is an approval process required by organizations to manage transaction approvals based on various conditions such as amount thresholds or organizational hierarchy.
- Notification Setup:
Notifications can be sent via email or appear in the Action Center when a Workflow is submitted.
- User options for notifications must be configured for both the submitter and approver.
- Enabling email notifications requires additional setup beyond just toggling the option (to be covered in a separate video).
- Action Center notifications can be enabled directly from user options.
- Language Settings: User language preferences must match the legal entity language to avoid language mismatch errors during Workflow submission.
- Workflow Setup Example (General Ledger Journal Entry):
- Navigate to General Ledger Journal setup and create/select a Workflow type (e.g., Ledger Daily Journal Workflow).
- Microsoft Edge browser is recommended to avoid errors when opening Workflow forms.
- Workflow design involves drag-and-drop elements such as start, approve, and end steps.
- Errors in the Workflow setup are shown in an error pane and disappear as configuration progresses.
- Workflow Configuration Details:
- Assign approval steps and configure basic settings like Workflow name, automatic actions, and notifications (delegation, escalation, approval, rejection).
- At the step level, define work item subject, instructions, and assign approvers.
- Assignment can be to single or multiple users with completion policies like single approval, majority approval, or percentage-based approval.
- Time limits and working days can also be set for approval tasks.
- Activating and Assigning Workflow:
- Using the Workflow:
- Users create journal entries and must validate transactions before submitting to Workflow to avoid errors after approval.
- Transactions can be submitted with comments and the Workflow status tracked (submit, recall, view history).
- Approvers receive notifications and can approve, reject, request changes, or delegate approval tasks.
- Best Practices Highlighted:
- Always validate transactions before submitting to Workflow to prevent post-approval posting errors.
- Use Microsoft Edge for Workflow configuration to avoid browser-related errors.
Tutorial/Guide Elements:
- Setting up notifications (email and Action Center) for Workflow users.
- Ensuring language settings alignment between users and legal entities.
- Creating and configuring a basic Workflow for General Ledger Journal approval.
- Assigning approvers and defining Approval Policies.
- Activating and assigning Workflows to journal names.
- Demonstrating transaction submission, validation, and approval process from both submitter and approver perspectives.
Main Speaker/Source:
- Bar Jane from the channel "Bar Jane d365"
Category
Technology
