Loading...

Dynamics 365 Project Operations and PSA: Approval Sets in Modern Approvals

Dynamics 365 Project Operations and PSA: Approval Sets in Modern Approvals

In this tutorial, you'll learn all about approval sets in modern approvals for Dynamics 365 Project Operations and PSA. Approval sets were initially introduced as a feature and have been tested on Project Operations on Dataverse version 4.25.0.91 (October 2021).

Approval sets are an essential feature in modern approvals that allow you to streamline the approval process by grouping related approvals together. They enable project managers to assign and track the status of approvals and increase efficiency by reducing the time it takes to process multiple requests.

If you're looking to optimize the approval process for your organization, this tutorial offers tips and tricks on how to leverage approval sets in Dynamics 365 Project Operations and PSA. By adopting these best practices, you can ensure that approvals are processed in a timely and efficient manner, leading to increased productivity and ultimately, better business outcomes.

So whether you're an experienced Dynamics 365 user or new to the platform, this tutorial is a valuable resource that can help you master the use of approval sets and streamline your approval workflows.

The original article can be found on this link.

Published on:

Learn more
Day to Day Dynamics 365 is about everyday tips and trick around Dynamics 365.
Day to Day Dynamics 365 is about everyday tips and trick around Dynamics 365.

Share post:

Related posts

5 Benefits Gained from Automated Approval Workflows in Dynamics 365 Sales with CPQ

Speed is a key component of closing deals, and automated approval workflows can help achieve this efficiency in Dynamics 365 Sales with CPQ. T...

1 year ago

Dynamics 365 Project Operations: Approving time entries using the Project Approver Admin role

In this post, we learn how to approve time entries in Dynamics 365 Project Operations using the Project Approver Admin role. The Lite version ...

1 year ago

Upgrading from PSA to Project Operations in upgrade Phase 2

If you are currently using Dynamics 365 Project Service Automation and are eagerly awaiting the upgrade to Dynamics 365 Project Operations, th...

1 year ago

Stop Starting and Start Finishing with #1 Project management App – Kanban Board for Microsoft Dynamics 365 CRM and Dataverse

If you find yourself struggling to manage projects effectively, you're not alone. Many professionals face challenges when it comes to tracking...

1 year ago

Revising quotes in Project Operations

Learn how to revise quotes in Dynamics 365 Project Operations by reading this informative post, which explains how to take advantage of this v...

1 year ago

Subcontracting in Project Operations Lite – Part III

In this post, we'll explore subcontracting in Project Operations Lite, focusing on version 4.44.0.22 of the software. Building on the previous...

2 years ago

Change Requests in Project Operations – Part I

In this post, we explore change requests in Project Operations, a crucial aspect of project management that enables teams to adapt to evolving...

2 years ago

Subcontracting in Project Operations Lite – Part I

This article delves into the subject of subcontracting in Project Operations Lite, offering insights and tips on the topic. Tested on Project ...

2 years ago

Dynamic Approvals in Power Automate | SharePoint List based Approval Tutorial

This video tutorial provides a thorough walkthrough on how to use Power Automate to set up dynamic approvals based on SharePoint lists. With t...

2 years ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy