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Don’t dwell on the past, unless it’s Workflow History

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Dynamics 365 Finance

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Sep 18, 2024

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  • Workflows in D365 F&O can be reviewed for progress and errors by accessing the Workflow tab in the source document.
  • Common errors in workflows include inability to find an approval user due to changes in user groups or security roles.
  • Errors such as approvals going to the wrong teams can occur due to incorrect workflow creation or changes.
  • Assigned approvers and system administrators can reassign workflow items to different users from the workflow history.
  • Workflows with errors can be resumed or recalled once the issues are fixed.
  • The Tracking details tab allows users to view where a workflow has gone wrong and identify errors for system administrators to fix.
  • D365 F&O provides version control for workflows, automatically creating new versions for changes made.
  • Only one default workflow of any type can be set at a time in the system.

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