Setup workflow delegation in D365 before going on Annual Leave

Setup workflow delegation in D365 before going on Annual Leave

Step 1: Navigate to Settings and select User Options

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Step 2: Click on Workflow Tab.

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Step 3: Click on Add.

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Step 4: Set the following parameters:

Scope: All

Delegate: Selected the person you want the approval workflow to go to while you are on leave

Start date/time: Set the date and time when you want this workflow delegation to start from

End date/time: Set the date and time when you want the workflow delegation to end

Enabled: set check box to Yes

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Then click on Save button.