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Looking for best practices and visuals for setting up a Delegation of Authority (DOA) Framework in D365 Finance & Operations
Dear community members,
We’re in the process of designing a Delegation of Authority (DOA) framework in Dynamics 365 Finance & Operations to manage financial approval limits and workflows across key modules — Accounts Payable, Procurement and Sourcing, Fixed Assets, Projects, and General Ledger.
I’m looking for:
Thanks in advance for your guidance and community wisdom! 🙏
— Naresh Dhekonda
Visual examples or diagrams that show how approval hierarchies (HCM-based or custom) are structured in D365FO.
Sample DOA level mappings (e.g., Department Manager ≤ $10K, CFO > $100K).
Workflow configuration examples that demonstrate how DOA integrates with approval steps (e.g., for Purchase Orders, Vendor Invoices, or Journals).
Any recommended best practices or lessons learned from real-world implementations — especially around versioning, delegation, or escalation.
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