Setup Company Policies & Hierarchy Purposes in Dynamics 365 Finance and Operations | Organizational Structure & Policy Configuration

Learn how to set up company policies and hierarchy purposes in Dynamics 365 Finance and Operations, including organizational structures, policy configuration, and hierarchy‑based workflows.

SKU: 7204

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$29.95

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Course Length: 00 Hours 37 Minutes 01 Seconds
The paid version of this course contains videos on the following topics:

Overview

This course provides a practical, hands‑on introduction to setting up Company Policies and Hierarchy Purposes in Dynamics 365 Finance and Operations. You’ll learn how organizational hierarchies drive policy enforcement, approval routing, financial controls, procurement rules, and HR processes.

This module is ideal for functional consultants, analysts, and MB‑300 candidates.

Company Policies

Configure company policies
Assign policy rules
Manage policy categories
Apply policies to business processes

Hierarchy Purposes

Understand hierarchy purposes
Configure organizational hierarchies
Assign hierarchy purposes (Procurement, Financial, HR, Security)
Use hierarchies for approval routing

Organizational Structure

Create organizational units
Assign roles and responsibilities
Manage reporting structures

Policy‑Driven Workflows

Use hierarchies in workflows
Enforce policy rules
Manage policy exceptions

Outcome

By the end of this course, learners will be able to configure company policies, set hierarchy purposes, build organizational structures, and apply hierarchy‑based rules across D365 FO.