SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
A user named Inga is configured to approve purchase orders (POs) by using a workflow.
You need to ensure that a user named Alicia can also approve POs by using a workflow.
To complete this task, sign in to the Dynamics 365 portal.
To ensure that a user named Alicia can also approve purchase orders (POs) by using a workflow in Dynamics 365, follow these steps: 1. Sign in to the Dynamics 365 portal as an administrator. 2. Navigate to Procurement and Sourcing > Setup > Procurement and Sourcing Workflows. 3. Select the applicable purchase order workflow from the list. 4. Open the selected workflow by clicking on it; a popup window will appear if your browser supports ClickOnce. Ensure ClickOnce is enabled if prompted. 5. In the Workflow Editor, expand the Approval step and right-click on it to select Properties. 6. Click on the Assignment link. 7. Select 'User' and then choose Alicia from the list of users. 8. Save the changes and activate the workflow. This will allow Alicia to approve POs through the workflow.
Procurement and sourcing > Setup > Procurement and sourcing workflows Select the applicable purchase order workflow
Why wouldn't I create a user group for this? Especially for something routine as a PO approval?
that's easy without touching workflow. just add new user to the appropriate approval user group.
1. Navigate to Procurement and Sourcing -> Setup -> Procurement and sourcing workflows. Select the workflow “ Purchase order workflow “. 2. Open the workflow by clicking on it ( a popup window will appear to open a link – let it open ). You will need to add the credential for Dynamics login in ( if this won't happen you need to enable ClickOnce. 3. Expand the Approve purchase order ( click on it ). 4. At step, right click and select Properties, and under Assignment, add the requested user. 5. Click Save and Close. It works on Edge, Firefox, Chrome. To enable ClickOnce on Edge: type in browser edge://flags and enable ClickOnce Support ( by default it's disabled ), for Firefox and Chrome search for ClickOnce extension or plugin. Hope this will help ;)
https://docs.microsoft.com/en-us/learn/modules/create-use-workflows-finance-operations/6-exercise
Can someone provide more details on this step, can't find it in the menu? "Navigate to the purchase order workflow."
did you find it ?
Procurement and sourcing > Setup > Procurement and sourcing workflows Select the applicable purchase order workflow. The editor only works with Microsoft Edge browser.