Work with workflows in finance and operations apps

Business User
Functional Consultant
Dynamics 365
Supply Chain Management

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


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