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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.

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