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Make faster decisions using workflow summary

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Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users, automatically - Jul 31, 2024

Business value

Workflow approvers must navigate to the workflow history and then look through multiple entries to find the status of a given workflow. By using this summarization feature, approvers don't have to search for the submitter, the most recent status, comments, and the due date. Relevant history also gives more information about specific workflow types to improve the overall process.

Feature details

This feature summarizes the workflow approval status within Dynamics 365 Finance. The summarization is found on the top of the workflow history page.The workflow summarization uses the submitter, due date, next approver, the completion policy and recent records of the same document type to help the approver make decisions. The summarization information is displayed on the workflow history page.

Workflow approval with copilot summarization

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Norway
  • South Africa
  • Switzerland
  • United Arab Emirates
  • US GCC
  • US GCC High
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France

See also

Workflow history summary (docs)

Create and set up workflows (learn)