2 min read

Assigning any workflow to a position hierarchy

By Daniela Arsovska on 28 July 2023

In Microsoft Dynamics 365 Finance, there are multiple ways to setup workflow and sometimes it is confusing which type to use. In our everyday life we have cases where one employee needs to submit, let say his timesheet for approval to a reporting manager, but expense report to a project manager, for the specific project he is working on.

Topics: Finance D365FO D365 Supply Chain Management Workflows
2 min read

Workflow item delegation

By Daniela Arsovska on 21 July 2023

We are in the period of holidays, but there is still a need to pay invoices and normal business continues. People will therefore be delegating their tasks to other people in this period. Instead of reassigning the whole workflow in D365, which will have a huge impact, you can delegate it to another person while you are on vacation, or you can delegate a workflow on another person’s behalf.

Topics: Finance D365FO D365 Supply Chain Management Workflows
3 min read

Automated testing of business processes with RSAT

By Daniela Arsovska on 07 July 2023

Regression Suite Automation Tool (RSAT) allows us to automate the validation of business processes in D365 Finance and Operations. The recordings used in RSAT are made with Task Recorder, a tool in D365, and then converted into a suite of automated tests. These automated tests are used for validation of data, elements, and business processes.

Topics: Finance D365FO D365 Supply Chain Management RSAT
2 min read

Product variants... finally with their own sales tax groups!!

By Clara Seijo Blanque on 23 June 2023

The use of product variants in Microsoft Dynamics 365 Finance is a must for some business' where the same product can have multiple sizes, colors, configurations... because you need to create a Product Master and assign a Product dimension group with all the options available for the product without creating the same product multiple times.

Topics: Finance D365FO D365 Commerce D365 Supply Chain Management Retail

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