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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / how to delegate a user...
Finance | Project Operations, Human Resources, ...
Suggested Answer

how to delegate a user in Dyn365

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Posted on by BettyB 17
I am trying to delegate approvals from one user to another as an admin.  I tried using "my work items" but nothing shows up.
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Dynamics 365 Finance
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  • Suggested answer
    Adis Profile Picture
    Adis 6,103 Super User 2025 Season 2 on at
    Hi,
     
    you can delegate either directly from the Workflow button when an item is assigned to you.
     
     
    Or you can set up a general delegation, f.e. when you are on vacation under the user setup.
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

  • Waed Ayyad Profile Picture
    Waed Ayyad 9,047 Super User 2025 Season 2 on at
    Hi,
     
    Are you working on Standard workflow or Custom one?
     
    Thanks,
    Waed Ayyad
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 20,066 Most Valuable Professional on at
    Even you setup the delegation, the once that they are already been sent to WF are not seen. Needs to be delegated from the Workflows form,

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