Employee Self-Service for Dynamics 365 Finance Workflow Requests

Enable Employee Self-Service for Workflow Requests

Question

You need to ensure that employees can submit and approve their own Dynamics 365 Finance workflow requests.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E.

CE.

The correct answers for this question are C and E.

C. Add the employees as an approver to the workflow action: To allow employees to submit and approve their own Dynamics 365 Finance workflow requests, they need to be added as an approver to the workflow action. This can be done by modifying the workflow configuration and adding the employee's user account or security role as an approver to the relevant workflow action. When the employee submits the workflow request, they will be able to approve it themselves since they have been added as an approver.

E. Clear the Disallow approval by submitter check box: Another way to allow employees to submit and approve their own Dynamics 365 Finance workflow requests is to clear the Disallow approval by submitter check box. This option can be found in the workflow configuration and allows employees to approve their own requests if they are assigned as the submitter in the workflow. By clearing this checkbox, employees will be able to approve their own requests without needing to be added as an approver.

A. Add the employees to the workflow administrator security role: Adding employees to the workflow administrator security role will give them permission to manage and modify workflows, but it does not directly allow them to submit and approve their own workflow requests. It is not necessary to add employees to the workflow administrator security role to achieve the goal in the question.

B. Add the employees to Azure Active Directory (Azure AD) as domain administrators: Adding employees to Azure Active Directory (Azure AD) as domain administrators is not relevant to the goal of allowing employees to submit and approve their own Dynamics 365 Finance workflow requests. It is not necessary to add employees to Azure AD as domain administrators to achieve the goal in the question.

D. Create a modification in the code that allows employees to modify workflows: Creating a modification in the code that allows employees to modify workflows is not necessary to achieve the goal of allowing employees to submit and approve their own Dynamics 365 Finance workflow requests. It is also not recommended to modify the code in Dynamics 365 Finance as it can cause system instability and affect future updates.