Ensuring Audit Compliance with Workflows in Dynamics 365
This blog outlines the steps required to ensure audit compliance within Microsoft Dynamics 365 Finance and Operations using workflow configurations, database logging, and segregation of duties rules. The goal is to provide a comprehensive record of transaction approvals and status changes.
1. Configure workflow approvals
Location: Organization Administration > Workflow > Workflow Editor
Description: This section displays the workflow design screen, highlighting steps like review and approve, including role assignments and conditions.
2. Enable database logs for workflow tracking
Location: System Administration > Links > Database > Database Log Setup
Description: Enables database logging for critical tables and fields related to workflow status changes.
3. View and export workflow History
Location: System Administration > Inquiries > Workflow History and Tracking
Description: Displays workflow instances, status changes, timestamps, and provides export capabilities. 4. Segregation of Duties Compliance
Location: System Administration > Security > Segregation of Duties Rules
Description: Shows configured rules and potential role conflicts for review and action.
To conclude, integrating workflows in D365 is not just about meeting audit requirements—it also drives operational efficiency, improves data governance, and strengthens organizational integrity. By embedding compliance into daily business processes, companies can proactively manage risk and build a strong foundation for sustainable growth.
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