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List of "mandatory" Workflows

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Posted on by DNC

Hi,

I am searching for a list of Workflows which are mandatory in D365 for F&O. Does anybody know a webpage with a list of Workflows which you have to configure in D365?
For example, I know that you have to configure a Workflow for

- Budget Planning
- Purchase requisition
- Time Sheets

Are there other Workflows in D365 for F&O which I have to configure? Does anybody know something?

I was on the MS Docs webpage, but I could not find any new information Workflow system overview - Finance & Operations | Dynamics 365 | Microsoft Docs

Best regards

DNC

Categories:
Other Functionality
Dynamics 365 Administration
Applications and Add-ons
  • DNC Profile Picture
    DNC on at
    RE: List of "mandatory" Workflows

    You are right.

    But I am talking more about the "technical" perspective." I could configure the purchase requisition WF such that every purchase requisition will be posted after the WF has been submitted -> auto approval. But nevertheless, a WF would be needed.

    So from the technical standpoint: There are only two Workflows which you have to configure in the whole F&O system? Only for Purchase requisition and Budget Planning? Independent if it has an auto-approval or not.

    Best regards

    DNC

  • Ramit Paul Profile Picture
    Ramit Paul 21,016 Most Valuable Professional on at
    RE: List of "mandatory" Workflows

    Workflow should not be mandatory for instances except few exempt scenarios you mentioned.

    WF is to put a control plan over processes, this can not be mandatory in real life, different business follows different process.

  • DNC Profile Picture
    DNC on at
    RE: List of "mandatory" Workflows

    Hi,

    thank you for the fast response. So, according to your statement, we have only 2 mandatory Workflows in D365? What about Time Sheets in the Project Management and Accounting module? A list of mandatory Workflow does not exist?

    For me, it would be interesting to know where Workflows are mandatory in D365 F&O, independent of the module. Basically we have only two mandatory Workflows and that's it?

    Best regards

    DNC

  • Verified answer
    Ramit Paul Profile Picture
    Ramit Paul 21,016 Most Valuable Professional on at
    RE: List of "mandatory" Workflows

    Hello DNC,

    This depends on module, where you want to use your operations.

    Like you referred, for budget, it is Budget Planning, for SCM, it is Purchase requisition.

    For AP, AR, GL, HR, there are no mandatory workflows to be configured, process can run without WF.

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