Find pending workflow instances

Persons who need to approve workflows or take other actions might not always be available due to vacation or illness. There is an option for workflow delegation in Microsoft Dynamics 365 Finance and Operations, but that is not a guarantee that all workflow instances are directed to the delegated user. Already assigned workflow instances will not be automatically delegated. When the user will return to work, the workflow instances are also not assigned back in the standard application. A system administrator can re-assign the pending workflows, but this is a tedious job. Due to a high volume of pending workflows and not having the user on the list page, you might think you need to loop through all pending workflow messages check the details one by one. In this post, you will get a guide on how to quickly find pending workflow instances for a particular user.

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Default dimension development

Recently, I got more interest in the ledger default dimensions in Microsoft Dynamics 365 for several reasons. At To-Increase, we are developing a new solution where we are looking beyond the standard provided features and there are some interesting questions around the security of the default dimensions.

This post will not elaborate on these two reasons, but I will explain step-by-step how to create or extend a table and form with ledger default dimension support.

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Customer Vendor Information

Many times, I got or read a question if it is possible to have the customer account or name on voucher transactions. The same applies to vendor information. In this blog, I will tell you how you can get this information in your environment.

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