Making Workflow Work for You
Session Overview: In this MVP-led session, dive into the world of approval workflows in Dynamics 365 F&O. What workflows are offered? What different elements are available out of the box? How do we troubleshoot workflows? Then, once the basics are out of the way, jump in and build a workflow live during the session.
Learning Objectives:
- Define workflow best practices
- Define workflow approval processes
- Set up a workflow!
Speakers: Kelly Gustafson, Rachel Ackerman
Recorded at: Community Summit NA 2025
Type: Breakout Session
Ability Level: 101 – New To
Primary Product: Dynamics 365 F/SCM (FO)
Tracks: Training and User Adoption
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
