Create & Use Workflows in Dynamics 365 Finance and Operations | Approvals, Tasks, Conditions & Hierarchy Assignments

Learn how to create and use workflows in Dynamics 365 Finance and Operations, including workflow configuration, tasks, approvals, conditional logic, parallel activities, hierarchy assignments, and sub‑workflows.

SKU: 20017

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$49.95

Sneak peek inside!

Course Length: 01 Hour 30 Minutes 55 Seconds
The paid version of this course contains videos for the following:

Overview

This course provides a practical, hands‑on introduction to creating and using workflows in Dynamics 365 Finance and Operations apps. You’ll learn how to configure workflow components, build approval chains, set up automated and manual tasks, use placeholders, configure conditional and parallel logic, and implement hierarchy‑based workflow assignments.

This module is ideal for functional consultants, business analysts, and administrators responsible for workflow automation in D365 FO.

Workflow Fundamentals

Workflow use cases
Workflow features in D365 FO

Workflow Configuration

Create workflow configurations
Configure manual tasks
Configure automated tasks

Approvals

Single‑step approvals
Multi‑step approvals
Approval chains

Notifications & Placeholders

Work item descriptions
Notification placeholders

Decision Logic

Manual decisions
Conditional decisions

Parallel & Sub‑Workflows

Parallel activities
Sub‑workflow configuration

Hierarchy Assignments

Worker hierarchy
Managerial approval routing

Outcome

By the end of this course, learners will be able to configure workflows in D365 FO, including tasks, approvals, conditional logic, parallel activities, hierarchy assignments, and sub‑workflows.