Use approval workflows in Dynamics 365 Business Central

  • Module
  • 8 Units
Intermediate
Functional Consultant
Business User
Dynamics 365
Business Central

This module uses the purchase order approval workflow as an example to show you how to use workflow templates that are included in Microsoft Dynamics 365 Business Central to create new approval workflows.

Learning objectives

In this module, you'll:

  • Request approval of a record.
  • Cancel a request for approval.
  • Approve or reject a request for approval.
  • Delegate a request for approval.
  • Manage overdue approval requests.

Prerequisites

Basic understanding of workflows and Dynamics 365 Business Central