Drag and Drop Question A company uses Dynamics 365 Business Central. The sales department requires an approval process for new products. A sales order of more than $10,000 must be approved by the…

The correct answer is Approval User Setup; Workflow; Workflow. Dynamics 365 Business Central - Sales Approval Workflow Setup Understanding the Three Requirements The drag-and-drop maps three setup tasks to the correct pages. The implied requirements and their answers are: | # | Requirement | Page | |---|------------|------| | 1 | Configure…

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Question

Drag and Drop Question A company uses Dynamics 365 Business Central. The sales department requires an approval process for new products. A sales order of more than $10,000 must be approved by the sales director. You need to set up a sales approval workflow. Which page should you use? To answer, drag the appropriate pages to the correct requirements. Each page may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point. Answer:

Exhibit

Answer Area

Drag items

Approval User SetupWorkflow User GroupWorkflow

Correct arrangement

Approval User Setup
Workflow
Workflow

Explanation

Dynamics 365 Business Central - Sales Approval Workflow Setup

Understanding the Three Requirements

The drag-and-drop maps three setup tasks to the correct pages. The implied requirements and their answers are:

#	Requirement	Page
1	Configure who can approve and set approval limits	Approval User Setup
2	Create the workflow with trigger and conditions	Workflow
3	Enable the workflow	Workflow

Placement 1 - Approval User Setup

Why: Before any workflow can function, Business Central needs to know who the approvers are and what dollar limits they can approve. The Approval User Setup page is where you:

Assign the sales director as an approver
Set their approval amount limit (e.g., unlimited, or ≥ $10,000)
Configure substitutes and notification email addresses

This is a prerequisite step. Without it, the workflow has no valid approver to route requests to.

Placement 2 - Workflow (Create)

Why: The Workflow page is where you define the approval logic itself:

Trigger: "When a sales order is submitted for approval"
Condition: Amount > $10,000
Response: Send an approval request to the designated approver

Business Central ships with workflow templates (e.g., Sales Order Approval Workflow) that you can copy and customize here.

Placement 3 - Workflow (Enable)

Why: The same Workflow page has an Enabled toggle. A workflow does nothing until it is explicitly enabled. This is a separate logical step even though it's the same page - you configure first, then enable.

Why Workflow User Group is NOT Used

Common misconception: People assume "user group" is always needed for approvals. In this scenario there is a single approver (the sales director). Workflow User Group is only needed when you need a chain or group of approvers acting sequentially or in parallel. Using it here would be incorrect.

Key Takeaway

The setup sequence always follows: Who can approve → What triggers approval → Activate it. That maps cleanly to: Approval User Setup → Workflow → Workflow.

Topics

#sales approval workflow#approval threshold#workflow setup#workflow conditions

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