Documenting F&O Workflow

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Posted on by bankk

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Hello:

I have a task to document our F&O AP Workflow. It would entail documenting the high level flow but also the details such as the Assignment and Conditions. I was looking for recommendations on a format, other than taking screenshots, to note the details. I don't know of any features in F&O which could export the Workflow into a document form.

Thank you in advance.

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Mohamed Amine Mahmoudi 26,811 Super User 2026 Season 1 on at

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Hi

I hope this can help you and give you some hints.

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/overview-workflow-system

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/organization-administration/workflow-system-architecture?context=%2Fdynamics365%2Fcontext%2Fcommerce

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/workflow-elements?context=%2Fdynamics365%2Fcontext%2Fcommerce

Best regards,

Mohamed Amine MAHMOUDI

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Frank Hamelly | MVP... 46,633 Moderator on at

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You are correct. There is no way to export workflow details to a document. Your best option is screenshots.

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Kevin Xia Microsoft Employee on at

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Hi,

There is no such standard function in the FO system, but as my system implement experience before, you can use tools such as Microsoft Visio to create a flowchart to illustrate the workflow process. Use different shapes to represent activities, decision making and termination conditions of the workflow steps. And you can write descriptions, conditions and remarks for each step in the workflow.

Best regards,

Kevin

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Waed Ayyad 9,212 Super User 2026 Season 1 on at

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Hi

There is no standard feature to do it. But you can use task recorder and add screenshots to your steps and conditions.

Thanks,

Waed Ayyad

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

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Kevin Xia Microsoft Employee on at

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Hi,

Has this issue solved? If so, the thread can be marked as verified so that other users of the forum can view the thread.

Best regards,

Kevin

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