Approvals
Use markdown to format approval emails – Power Automate and Dynamics 365
Category: Approvals,Dynamics 365,Microsoft Dynamics 365,Power Automate Author: Nishant Rana Date: 2 months ago Comments: 0

Let us update our previous flow, to use markdown to format the approval email. Markdown is the lightweight mark-up language for adding formatting elements to the plain text. Refer the Markdown cheat sheet We’d update the Details property of Start and wait for an approval action. Below we have added some sample text that uses … Continue reading “Use markdown to format approval emails – Power Automate and Dynamics 365”
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Custom Responses in Approvals – Power Automate and Dynamics 365
Category: 2020 Release Wave 2,Approvals,Dynamics 365,Microsoft Dynamics 365,Power Automate Author: Nishant Rana Date: 2 months ago Comments: 0

Let us update our previous flow to use Approval Type – Custom Responses, using which we can define our custom response options (instead of limiting ourselves to Approve and Reject) Here we have updated the Start and wait for an approval action’s Approval Type from Approve / Reject – First to respond to Custom Responses … Continue reading “Custom Responses in Approvals – Power Automate and Dynamics 365”
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Parallel Approvals – Power Automate and Dynamics 365
Category: Approvals,Dynamics 365,Microsoft Dynamics 365,Power Automate Author: Nishant Rana Date: 2 months ago Comments: 0

Let us update our previous flow to include parallel approvals. The difference between Approve / Reject Type – Everyone must approve and parallel approvals would be that using parallel approvals we could wait for responses for all the approvers, be it approve or reject. In case of Everyone must approve, if any of the approvers rejects, … Continue reading “Parallel Approvals – Power Automate and Dynamics 365”
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Attachments in Approval – Power Automate and Dynamics 365
Category: Approvals,Dynamics 365,Microsoft Dynamics 365,Power Automate Author: Nishant Rana Date: 2 months ago Comments: 0

Let us update our previous sequential flow, to include file attachments to notes of the case record, as part of the approval. First, we need to add Initialize variable action and define an Array variable to store all the attachments details. Next, we will use List records action, to fetch all the notes records associated … Continue reading “Attachments in Approval – Power Automate and Dynamics 365”
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Approval/Reject Type – Everyone must approve – Power Automate and Dynamics 365
Category: Approvals,Microsoft Dynamics 365,Power Automate Author: Nishant Rana Date: 2 months ago Comments: 0

Let us update our previous flow from approval/reject type – First to respond to Everyone must approve type. For First to respond, either Approval or rejection by any of the approver completes the request. In case of Everyone must approve, if any of the approvers rejects the request is considered rejected, for the request to … Continue reading “Approval/Reject Type – Everyone must approve – Power Automate and Dynamics 365”
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Manager approval – Power Automate and Dynamics 365
Category: Approvals,Dynamics 365,Microsoft Dynamics 365,Power Automate Author: Nishant Rana Date: 2 months ago Comments: 0

Continuing our previous basic sequential approval flow, here we’d update it to send an approval request to the manager of the user. First, we’d use the Get manager V2 action to get the user’s manager. Let us first update the profiles of the users to add their manager. Sign in to the Azure portal as … Continue reading “Manager approval – Power Automate and Dynamics 365”
Source: Nishant Rana


Approvals in Power Automate and Dynamics 365
Category: Approvals,Microsoft Dynamics 365,Power Automate Author: Nishant Rana Date: 2 months ago Comments: 0

Let us try implementing a basic scenario, where an agent can send a case for approval and the record is updated based on the approver’s response. The agent here sets the Submit for Approval – custom field as Yes and saves the record for submitting it for approval. The description field will be updated to … Continue reading “Approvals in Power Automate and Dynamics 365”
Source: Nishant Rana