Steps to activate PR workflow

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Posted on by 7asan

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want to activate a workflow for Purchase Requisition (PR) approvals in Dynamics 365 Finance & Operations

i ask copilot & got these steps but i wont work with me :

Great! If you want to activate a workflow for Purchase Requisition (PR) approvals in Dynamics 365 Finance & Operations without Teams, here’s the step-by-step process:

✅ Step 1: Enable Workflow Infrastructure

Go to System administration > Setup > License configuration.

Ensure Workflow is enabled.

Check that Batch processing is running because workflows depend on batch jobs.

✅ Step 2: Configure Workflow Parameters

Navigate to System administration > Workflow > Workflow parameters.

Set:
- Email notifications (optional).
- Batch job execution for workflow processing.

✅ Step 3: Create Purchase Requisition Workflow

Go to Procurement and sourcing > Setup > Procurement and sourcing workflows.

Click New → Select Purchase requisition review workflow.

In the workflow editor:
- Add Approval step(s).
- Define conditions (e.g., based on amount, category).
- Add manual decision or automatic actions if needed.

✅ Step 4: Assign Participants

In the approval step, choose Assignment type:
- Hierarchy (managerial chain).
- User group or specific user.

Ensure positions and hierarchy are set up in Human Resources > Positions.

✅ Step 5: Activate Workflow

Validate the workflow.

Click Activate so it becomes available for PRs.

✅ Step 6: Test the Workflow

Create a Purchase Requisition.

Submit it for approval.

Check that the workflow starts and routes to the correct approver.

Categories:

Dynamics 365 Finance

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Adis 6,593 Super User 2026 Season 1 on at

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Hey,

Can you tell us where you stuck? The copilot answer is very high level.

I would start at Step 3 and check if it is possible to create the workflow.

Kind regards, Adis

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Martin Dráb 239,022 Most Valuable Professional on at

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Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.

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Sathish Kumar Palan... 388 Super User 2026 Season 1 on at

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Hi

Please follow the step 3 and under versions check whether workflow is active and set by default .

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Waed Ayyad 9,089 Super User 2026 Season 1 on at

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Hi @7asan,

Check the following links:

https://dynamicscommunity101.com/workflow-in-microsoft-dynamics-365-fo/

https://community.dynamics.com/blogs/post/?postid=dbc1a200-ea9f-4907-a3a2-edca3a3171b0

Thanks,

Waed Ayyad

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3 people found this reply helpful.

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André Arnaud de Cal... 303,667 Super User 2026 Season 1 on at

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Hi 7asan,

Can you provide us with an status update, please? Is your question answered or do you need more help from the community?

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7asan 108 on at

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Thank you all for your helpful responses! 🙏

I followed Waed Ayyad’s answer and it worked perfectly — really appreciate the shared blog links, they were spot on.

Quick question:

Is it possible to link Purchase Requisition (PR) and Purchase Order (PO) in a single workflow in Dynamics 365 F&O?

I’m trying to streamline the approval process and wondering if that’s feasible or if they must remain separate workflows.

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Sathish Kumar Palan... 388 Super User 2026 Season 1 on at

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Hi

Purchase Requisition and Purchase Order workflows in D365 F&O remain separate. Typically, when a PO is created from an approved PR, it inherits an Approved status based on specific configurations. If you're looking to trigger PO approval after amendments, that can be configured independently. However, I’d like to understand the underlying requirement for linking PR and PO workflows . what business need is driving this request?

Thanks

Sathish

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