Workflow approval choices in Microsoft Dynamics 365 Finance and Operations apps with pros and cons

Workflow approval choices in Microsoft Dynamics 365 Finance and Operations apps

• Change the line type hierarchy to include requisition based reporting (e.g. CFO before CEO)
  • Utilize other type hierarchy for position reporting.
  • Pro
    • No customization, all of out of box and configuration
    • Can be used in other business process viz. purchase order, purchase agreement, etc.
  • Con
    • Significant configuration changes needed.
• Customize workflow hierarchy and create a new requisition based approval hierarchy and bake it within workflow.
  • Pro
    • Leaves existing line type hierarchy intact.
  • Con
    • Workflow customizations are complex in nature