Approval Process using Power Automate

Approvals have been around for quite some time now in Power Automate. Let’s look at the simplest example of how we can make use of Approvals in Flow / Power Automate and then you let your imagination and creativity take over!

Scenario

For the sake of simplicity, I have a custom entity called Request where users submit a Request and the Approval simply has to Approve/Reject.
simpleRequestRecord.png

The Approved/Reject status should be set in Dynamics 365 accordingly. Simple!

Power Automate for Approval

And then, my Power Automate looks like this –

  1. I will trigger this off the CDS connector on create of the Request record and then select Approvals in the next step.
    approvalConnector
  2. The Type of Approval selection is asked.
    typeOfApprova
  3. And my Approval body is simple, just providing the basic details and whom the Approval request should go to. In this case, Kuldeep Gupta
    approvalBody.png
  4. In the next Condition step, based on whether the Outcome is Approve or not, I’ll simply update the record’s status to either Accepted or Rejected.
    condition.png
  5. If Yes, the following will execute
    Yes
  6. And if No, then the below
    No

That’s it. Let’s see it in action!

Approval Process

  1. Let’s say Priyesh has created a Request record in Dynamics
    simpleRequestRecord
  2. As I submit this request, an Email from Power Automate goes out to Kuldeep asking for approval. And right on the email itself, he can chose to Accept/Reject
    approvalReceived
  3. Let’s say the request was Accepted
    responseSubmitted.png
  4. The request will be Approved.
    approvedMessage.png
  5. And in Dynamics, the status of the record will be changed to Accepted as defined in the conditions.
    acceptedRecord.png

Hope this quick tutorial helps!

Enable Flow button on D365 Ribbon

This is a pretty simple tweak to either show or hide the Flow button on the entity Forms’ Ribbon.

flowButtonVisible

Flow Button Not Visible

nowFlow

System Settings

Navigate to Settings > Administration. Go to System Settings
systemSettings

In System Settings, under Customization tab, look for Enable Microsoft Flow option.
customizationTab

You’ll be asked for permission
permission.png

Now, this is turned on
turnedOn.png

Flow Button Visible

Now, once you have enabled this setting, you’ll be able to see the Flow button on the View and Form ribbons across Dynamics 365 CE
flowButtonVisible

That was quick!!