Approval Process
5 articles
This user guide will walk you through the process of approving petty cash, direct billing requests, and purchase requisitions in Dynamics 365. To follow this guide, make sure you have the necessary permissions to take the required action in Dynamics 365.
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- Access Dynamics 365You can access Dynamics 365, follow te below steps: Open your web browser and navigate to the Dynamics 365 using the following application URL:…Updated 28 Nov 2025 · 1 min read
- Approve Petty Cash & Direct Billing RequestsYou can approve petty cash and direct billing requests in Dynamics 365 by following these steps: Once you have logged in, you will be on the Dynamics 365 home…Updated 28 Aug 2023 · 1 min read
- Approve Purchase RequisitionsYou can approve purchase requisitions in Dynamics 365 by following these steps: Once you have logged in, you will be on the Dynamics 365 home page. On the…Updated 28 Aug 2023 · 1 min read
- Add Component to FavoritesTo make it easier to access the component that you will use frequently, follow these steps to mark it as a favorite: Navigate to the component you wish to ad…Updated 28 Aug 2023 · 1 min read
- Setting up Notifications in Dynamics 365This article will guide you through setting up notifications in Dynamics 365. Notifications are essential to keep you informed of actions within workflows. By…Updated 17 Jun 2026 · 1 min read