A company uses Dynamics 365 Finance.
User1 is an approver of expense reports.
User1 will be on vacation next week.
You need to configure the system to assign a user named User2 temporary permissions to review and approve expense report submissions while User1 is on vacation.
What should you do?
Click on the arrows to vote for the correct answer
A. B. C. D.C.
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/tasks/delegate-work-items-workflowThe correct answer to this question is D. Create a delegation rule for User2 for the duration of the vacation period.
Explanation:
In Dynamics 365 Finance, delegation rules can be used to temporarily assign another user to perform certain tasks on behalf of another user. This is particularly useful when a user is unavailable or on vacation, and their responsibilities need to be temporarily transferred to another user.
To assign temporary permissions to User2 to review and approve expense reports while User1 is on vacation, you should create a delegation rule for User2 for the duration of the vacation period.
Option A, assigning User2 as the approver for expense reports using the workflow designer, is not a valid solution in this case. This is because the workflow designer is used to automate business processes and to define the steps that need to be performed to complete a task. However, it does not provide the functionality to temporarily assign tasks to another user.
Option B, assigning User2 the same user security roles as User1, is not the recommended solution. This is because User2 may not require the same security roles as User1 to perform the task of reviewing and approving expense reports. By assigning the same security roles, you could potentially give User2 access to confidential information that they do not require.
Option C, creating a delegation rule for User1 for the duration of the vacation period, is also not a valid solution. This is because delegation rules are used to assign tasks to another user, not to the user who is on vacation.
Therefore, the correct answer is D, creating a delegation rule for User2 for the duration of the vacation period. This will allow User2 to temporarily perform the task of reviewing and approving expense reports on behalf of User1 while they are on vacation.