Approvals – Power Automate & Dynamics 365


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Use markdown to format approval emails – Power Automate and Dynamics 365

Let us update our previous flow, to use markdown to format the approval email. Check other posts on Approvals – https://nishantrana.me/2020/08/31/approvals-power-automate-dynamics-365/ 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 … Continue reading “Use markdown to format approval emails – Power Automate and Dynamics 365”

Custom Responses in Approvals – Power Automate and Dynamics 365

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) Check other posts on Approvals – https://nishantrana.me/2020/08/31/approvals-power-automate-dynamics-365/ Here we have updated the Start and wait for an approval action’s Approval Type from Approve / Reject … Continue reading “Custom Responses in Approvals – Power Automate and Dynamics 365”

Parallel Approvals – Power Automate and Dynamics 365

Let us update our previous flow to include parallel approvals. Check other posts on Approvals – https://nishantrana.me/2020/08/31/approvals-power-automate-dynamics-365/ 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 … Continue reading “Parallel Approvals – Power Automate and Dynamics 365”

Attachments in Approval – Power Automate and Dynamics 365

Let us update our previous sequential flow, to include file attachments to notes of the case record, as part of the approval. Check other posts on Approvals – https://nishantrana.me/2020/08/31/approvals-power-automate-dynamics-365/ 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, … Continue reading “Attachments in Approval – Power Automate and Dynamics 365”

Approval/Reject Type – Everyone must approve – Power Automate and Dynamics 365

Let us update our previous flow from approval/reject type – First to respond to Everyone must approve type. Check other posts on Approvals – https://nishantrana.me/2020/08/31/approvals-power-automate-dynamics-365/ 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 … Continue reading “Approval/Reject Type – Everyone must approve – Power Automate and Dynamics 365”

Manager approval – Power Automate and Dynamics 365

Continuing our previous basic  approval flow, here we’d update it to send an approval request to the manager of the user. Check other posts on Approvals – https://nishantrana.me/2020/08/31/approvals-power-automate-dynamics-365/ 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 … Continue reading “Manager approval – Power Automate and Dynamics 365”

Approvals in Power Automate and Dynamics 365

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. Check other posts on Approvals – https://nishantrana.me/2020/08/31/approvals-power-automate-dynamics-365/ The agent here sets the Submit for Approval – custom field as Yes and saves the record for submitting it for approval. … Continue reading “Approvals in Power Automate and Dynamics 365”

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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