On a recent project my customer wanted to use workflows to approve project quotes. The requirement was to have different approvers for different quotation dollar amounts. Further these approvers would change based on the person submitting the quotation.

How we solved this requirement was to implement an employee hierarchy in Dynamics 365 and use that employee hierarchy with a workflow. In this example I show how to use the hierarchy with a project quotation but this same concept would work with any type of workflow in Dynamics 365.

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