Dynamics Community Forum Thread Details

Best practices and visuals for setting up a Delegation of Authority (DOA) Framework in D365 FO

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:

If anyone has a visual framework, PowerPoint, or design pattern screenshot they can share (with redacted data), that would be greatly appreciated.

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).