Delegate multiple workflow work items at the same time in D365FO
Hylke Britstra
Microsoft MVP for AI ERP / Trainer & Consultant & Manager Innovation D365 FO at Mprise
It is already an older feature, but by accident I came across this feature: Delegate multiple work items
Without the feature you can already delegate work items of workflow:
But when you select multiple work items
So if you want to delegate these work items, you have to select them one by one to be able to use the workflow options
After enabling the feature
Now you can select the user to delegate to and enter a comment
After confirming these settings
Note: On the Microsoft Learn page is mentioned that the feature is disable by default. This is also my experience. Als is mentioned that this manual mass delegation only works for the following workflow types: Purchase agreement approval workflow, Purchase order workflow, Purchase requisition review, and Vendor invoice workflow.
My experience is that this option is available for more workflow types, also because of the example I used in this article (General Journals). But also if I use the 'Proposed vendor change workflow' the Delegation option is available:
And also here the delegation works successful:
A.F. Solution Architect》MCP 》MS Dynamics AX & D365 F&O 》Supply Chain Professional》Gold Medalist 》Hospital & Lab MIS 》Retail Applications 》Integrations 》Customized ERP 》Power Automates
7 个月What about the System Admin , Either he can delegate bulk for ther user or not. becuase its just work items assign to me,
Senior Programmer, Information Technology, icddr,b. Masters in Information Technology at IIT, Jahangirnagar University
9 个月Hello Hylke Britstra, Thank you for sharing all the articles on D365 FO. Could you please advise on how we can delegate all types of tasks, workflows, and roles in a single delegation process? Specifically, we need a method that encompasses all permissions and workflows, including pending tasks, to be delegated effectively. Thanks in Advance. AShad, Bangladesh
MCP|Microsoft Dynamics 365 F&O/AX Solution Architect
1 年is it possible to approve multiple workflow work items at the same time?
ERP-D365 Operations Support, ICT Network Engineering, Data Analyst | MBA, CISCO, ITIL4, M365
1 年Thanks Hylke Britstra for posting, this is indeed helpful ??
Functional Consultant Dynamics 365
1 年Quite useful. Thanks for sharing