Finance | Project Operations, Human Resources, ...

Set up a workflow

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Posted on by EM-16050900-0

Hi all, I am looking for some nice guides/videos that shows me how to create a workflow in Finance & Operation. I have searched a lot but I do not find any good once.

Have a great day ;)

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Waed Ayyad 9,047 Super User 2025 Season 2 on at

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Hi,

You can check the following blog it explains the workflow step by step:

https://www.linkedin.com/pulse/custom-workflow-development-dynamics-365-finance-operations-ali/

Thanks,
Waed Ayyad

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Layan Jwei 8,135 Super User 2025 Season 2 on at

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Hi EM,

You can find lots of blogs or videos online.

Here's two that I found while searching

https://dextersdax.blogspot.com/2020/09/create-custom-workflow-d365-finance.html?m=1

https://youtu.be/KMAHCG7nYqQ?si=T15WZZj_mvp5whAy

Not sure how good they are, but if you already saw those and you think you still can't find a good one, then can you please let us know what issue you are facing exactly when following blogs/videos? and maybe we can help

Thanks,

Layan Jweihan

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

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Layan Jwei 8,135 Super User 2025 Season 2 on at

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Hi,

Is your issue question answered? if yes, then please verify the answers that helped.

Thanks,
Layan Jweihan

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EM-16050900-0 28 on at

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Hi all, thank you for all the information. It helped me forward.

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Layan Jwei 8,135 Super User 2025 Season 2 on at

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Hi EM,

I'm glad we were able to help. In this case please verify the answers by clicking on the tick box related to the answers that helped

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