Workflow and security do have strong relation in Microsoft Dynamics 365 Finance and Operations. A user not assigned to a workflow task can’t approve a workflow instance. Also, the user should have correct permissions from the security settings as I explained before in another blog. (Workflow security in Dynamics 365 Finance and Operations)
In this blog, I will explain the behavior of a setting available on the Workflow parameters form, called Require explicitly assigned users.
Read moreWhen working with workflow in Microsoft Dynamics 365 Finance and Operations, the users should have proper permissions to be able to not only approve but also submit documents to the workflow. There is no easy guidance on which roles, duties, or privileges to use to ensure having the correct permissions. In case you build up privileges from scratch, you might have questions about how to include the correct permissions for the workflow. In this post, you will learn about the security architecture for workflows and I will share some tips.
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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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Several weeks back, I posted about two new features which are useful for Microsoft Dynamics 365 within the new Microsoft Edge browser. Personally, I switched to this browser as my favourite. When you want to use the workflow editor, you currently have to install a browser extension. This post will show you how to get and use this extension.
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