Understanding Hierarchies in Dynamics 365 Finance Workflows

Workflow Hierarchies

In Dynamics 365 Finance and Operations, workflows can be assigned using three hierarchies: Managerial Hierarchy and Configurable Hierarchy, and Expense multi-level approvals. 1. Managerial Hierarchy (Organization) Managerial Hierarchy is the most commonly used hierarchy type. It is based on the organizational position structure, where approvals flow through line managers. 1.1 Source for Managerial Hierarchy Human … Read more