Work with workflows in Finance and Operations apps
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Work with workflows in Finance and Operations apps

Learn that some organizations require processes that are approved by a user other than the person who enters the record.

Microsoft Learn
Updated Jul 05, 2025

What you'll learn

  • Use the workflow architecture, elements, and actions
  • Create and set up workflows
  • Configure workflow properties
  • Configure a manual task in a workflow
  • Configure an automated task in a workflow
  • Configure an approval process in a workflow
  • Assign users to workflow elements
  • Configure an approval step in a workflow
  • Use work items functionality
Course Description

Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.