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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / activate workflow
Finance | Project Operations, Human Resources, ...
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activate workflow

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Posted on by 7asan 62
Hi 
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

 

  1. Go to System administration > Setup > License configuration.

  2. Ensure Workflow is enabled.

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


    4.  
 
 

✅ Step 2: Configure Workflow Parameters

 

  1. Navigate to System administration > Workflow > Workflow parameters.

  2. Set:

    • Email notifications (optional).

    • Batch job execution for workflow processing.


      •  


    3.  
 
 

✅ Step 3: Create Purchase Requisition Workflow

 

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

  2. Click New → Select Purchase requisition review workflow.

  3. In the workflow editor:

    • Add Approval step(s).

    • Define conditions (e.g., based on amount, category).

    • Add manual decision or automatic actions if needed.


      •  


    4.  
 
 

✅ 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
I have the same question (0)
  • Adis Profile Picture
    Adis 5,724 Super User 2025 Season 2 on at
    activate workflow
    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

     

    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

  • Martin Dráb Profile Picture
    Martin Dráb 236,570 Most Valuable Professional on at
    activate workflow
    Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.

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