Configuring Workflow for External Approval in Dynamics 365 Finance
Question
A client uses Dynamics 365 Finance.
You need to configure a workflow to allow users to approve or deny workflow tasks from outside the system.
What should you configure?
Answers
Explanations
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A. B. C. D. E.D.
To configure a workflow in Dynamics 365 Finance to allow users to approve or deny workflow tasks from outside the system, you would need to configure a business event and a workflow tool that can be triggered by that event.
Option A suggests using a Microsoft PowerApps workflow, which is a tool that can be used to create custom business processes that integrate with Dynamics 365 Finance. PowerApps workflows can be triggered by business events, such as changes to records or when a specific condition is met. Therefore, Option A could be a valid choice for this scenario.
Option B suggests using a standard notification in workflows, which allows users to receive an email or notification in the system when they need to approve or deny a workflow task. However, this option does not allow users to take action on the task from outside the system.
Option C suggests using a standard date-based alert, which would not be appropriate for this scenario since it does not allow users to approve or deny workflow tasks.
Option D suggests using a Microsoft Flow workflow, which is similar to PowerApps workflow but is focused on automating tasks and workflows across different apps and services. Microsoft Flow workflows can be triggered by business events in Dynamics 365 Finance, and can allow users to take action on workflow tasks from outside the system. Therefore, Option D could also be a valid choice for this scenario.
Option E suggests using a standard changed-based alert, which would not be appropriate for this scenario since it does not allow users to approve or deny workflow tasks.
In summary, the best options for configuring a workflow to allow users to approve or deny workflow tasks from outside the system are Options A and D, which suggest using a business event and a workflow tool such as Microsoft PowerApps or Microsoft Flow.