Organization

Document Management Setup Guide

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Document Management configuration

Document management in Dynamics 365 Finance allows users to attach, store, and manage documents (files, images, URLs, notes, etc.) directly on business records such as invoices, journals, and master data. The setup is straightforward and mainly involves three areas: Activating the feature Defining document types Configuring document management parameters Activate Document Management (User-Level Setting) User … Read more

Understanding Hierarchies in Dynamics 365 Finance Workflows

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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