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Finance | Project Operations, Human Resources, ...
Suggested answer

Control of Workflow settings (authorization matrix) inside D365FO

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Posted on by 15

In the workflow tool, the setup of complex workflows can become very big.

You need to set up many nodes with constraints like threshold amount, conditional decisions, approver.

When a workflow need adaption to new requirements it is difficult to get that right.

So we are struggling.


In fact we are looking for possibilities to link up authorization matrix inside D365FO to an approval workflow.

So, the definition of trigger (cost center), threshold (amount) and approver) will not be maintained inside the workflow itself but in setup tables in D365.

These setup tables are then consulted by the workflow.

As example we have some 85 cost centers and multiple threshold amounts for selecting the correct approver. Having an overview in a workflow design is difficult with so many nodes.

Is something like that possible?

What are your experiences with big/complex workflows and it's maintenance?

Maybe there are external tools, other vendor software, that can connect to D365FO for workflow configuration?

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    299,069 Super User 2025 Season 2 on at
    RE: Control of Workflow settings (authorization matrix) inside D365FO

    Hi Peter,

    It is possible to create a custom participant provider for workflow and have x++ logic decide based on the setup in your custom table which user will be assigned for the workflow.

    An example is shared in this blog (written for AX2012 but still valid for Dynamics 365): community.dynamics.com/.../create-custom-workflow-participant-assignment-provider-type-in-ax-2012

    And the documentation link: How to: Create a Custom Workflow Provider | Microsoft Docs

  • PeterJanssen Profile Picture
    15 on at
    RE: Control of Workflow settings (authorization matrix) inside D365FO

    Thanks André

    The blog you mention requires customization. Customization is not my preferred choice, but I keep that in mind.

    For me it is also important to have the threshold amounts and criteria for branching in the Workflow in a dashboard like environment (Dynamics screen) where you can safely maintain the details of the Workflow without going into the tool itself. Probably too idealistic.  

    I keep the issue open in hope for more reactions.

    I also had a talk to Microsoft. I share my notes below:

    1

    Customization of the Workflow designer tool itself is not possible. It is an executable exposed by Microsoft.

    However Dynamics 365FO program classes (WorkflowType and WorkflowDocument) can pull in other data, which can then be used in the Workflow Designer. (These programs exist per workflow type, think of the data entity for which approval is required.)

    Next to that, it should be possible to make customized tables in Dynamics, and fill in the data. Then expose that table to the Workflow, by Workflow type, (customization of the classes required) and then use the values from the table. This requires more study.

    2

    Microsoft is working on Power Automate to handle workflows as well. It is on the roadmap. Features will be made and released in parts. Microsoft says that within a year this will start. The Power Automate tool is an overwhelming tool with lots of options and will grow. Still Microsoft thinks to bring the configuration of workflows to the level of an intelligent user, by writing good documentation, by the broad user base (other Microsoft products use it as well, so a lot of experience and knowledge sharing in the world), by issuing basic workflow designs from which to start adapting to needs. Business events will then trigger a Power automate workflow, which contains the conditions and approval logic. The Power Automate can take data from CDS, so in CDS you could set up tables you need without touching the Dynamics database. Also Power Apps and other Azure Services were mentioned in the construction of the Power Automate workflow.

  • André Arnaud de Calavon Profile Picture
    299,069 Super User 2025 Season 2 on at
    RE: Control of Workflow settings (authorization matrix) inside D365FO

    Hi Peter,

    Both notes are correct. For the first one you need the development as I mentioned above. The second one also requires to have tables created in either CDS or F&O. In fact this is also a customization, but outside F&O itself. The level of knowledge required to start with CDS, Power Apps and Power Automate is lower compared to development in F&O.

  • PeterJanssen Profile Picture
    15 on at
    RE: Control of Workflow settings (authorization matrix) inside D365FO

    André,

    Fully agree.

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