User Options for Role Takeover in Dynamics 365 Finance
Question
Your company uses Dynamics 365 Finance.
You are responsible for approving purchases that exceed of a quarter million dollars.
You need to use User Options to allow another user to take over your role.
You add the user and assign the user the Workflow scope.
Does this action allow the user to take over your role?
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B.A.
Adding a user and assigning them the Workflow scope in User Options in Dynamics 365 Finance does not allow the user to take over your role of approving purchases that exceed a quarter million dollars.
Assigning the Workflow scope only grants the user permission to perform actions related to workflow processes, such as creating and managing workflows. It does not grant the user permission to perform actions outside of the workflows.
To allow another user to take over your role of approving purchases that exceed a quarter million dollars, you would need to assign them the appropriate security role(s) and ensure they have the necessary permissions to perform the tasks associated with that role. This would typically involve granting the user access to relevant forms, tables, and workflows, as well as any other relevant areas in Dynamics 365 Finance.
Therefore, the correct answer is B. No, it does not.
