Q
You are implementing Dynamics 365 Finance.
You try to set up customer approval workflows. The system will not allow the setup.
You need to fix the issue.
What should you do?
Question Info
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Explanation
This item tests the candidate’s knowledge of workflows. Workflows are a part of the accounts receivable approval process.
You can change specific fields for a customer and then send those changes for approval by using the workflow before they are added to the customer. Create change proposals is an option so that all fields will be changed except the fields that are enabled for the workflow. Creating customer posting profiles lets you assign general ledger accounts and document settings to all customers, a group of customers, or a single customer; it has nothing to do with workflows. Creating sales order invoices first has to do with invoicing a sales order and nothing to do with workflows.
Workflow types for business processes - Training | Microsoft Learn
Customer workflow - Finance | Dynamics 365 | Microsoft Learn
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