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Supply chain | Supply Chain Management, Commerce
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Dynamics 365 FnO Workflow approval follow up email

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Posted on by 7

Hi,

We have approval workflow for purchase order header. 

Is there any way to send a follow up email, in case the approver not take action within a specific period. 

Regards,

Shijith

I have the same question (0)
  • Suggested answer
    Hana Xue Profile Picture
    Microsoft Employee on at

    Hi shijith,

    1.This article mentions that how to build a recursive workflow, you can view it for reference.

    How to Use Recursive Workflows in Dynamics 365 for Customer Engagement – Hitachi Solutions (hitachi-solutions.com)

     

    2.And this official document shows that if a user doesn't take action on a document in the allotted time, the document is overdue. A document that is overdue can be escalated, or automatically assigned to another user for approval. You can view it as needed.

    Configure approval steps in a workflow - Finance & Operations | Dynamics 365 | Microsoft Learn

    Hope these will be useful!

    Best Regards,

    Hana

    This post is my own opinion and does not necessarily reflect the opinion or view of my company.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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