Approvals – Power Automate & Dynamics 365


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Assign approvals to any user in the Tenant – Power Automate

We recently implemented Approvals, and we required that any user in the tenant should be able to provide approval. For one of the users, we got the below error while testing the flow. UserNotMemberOfCdsSecurityGroup This was because we were using the Security Group to control access to Dataverse Environment. So adding the user to the…

Fixed – ‘InvalidApprovalCreateRequestAssignedToNoValidUsers’. Error Message: ‘Required field ‘assignedTo’ contained no valid users in the organization’.

We would get the below error while using Approvals in Power Automate “BadRequest. The request failed. Error code: ‘InvalidApprovalCreateRequestAssignedToNoValidUsers’. Error Message: ‘Required field ‘assignedTo’ contained no valid users in the organization’” This error occurs if we are trying to send the approval to the user which doesn’t exist in the organization or to the external users.…

Fixed – Error code: ‘UserNotMemberOfCdsSecurityGroup’. Error Message: ‘The user ‘xyz’ cannot be created in Microsoft Dataverse because the account is not a member of group ‘abc’

We would get this error within Power Automate Approval Flow if we are using Security Group to control access to Dynamics 365 Environment and are sending Approval to a user who is not a member of that security group. Below is the User within the Tenant but is not member of the My CRM Group…

Approvals in Microsoft Teams / Power Automate

Approvals App for Teams was introduced early this year. To see it in action, let us start by first adding the Approval app in Teams. Search for the app. And click on Add. The Approval app shows all the Approvals Received and Sent within teams, which can be filtered based on status. We can also…

How to – 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…

How to – Use 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…

How to – 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 have added some sample text that uses markdown syntax.

Below is how it renders in the outlook web access OWA.

And inside the Power Automate Approval Center.

Below we have used markdown syntax for defining the table.

Inside OWA.

Inside the Power Automate approval center.

And within the Power Automate mobile app

Kindly refer to the below table that lists down inconsistencies among different clients.

https://docs.microsoft.com/en-us/power-automate/approvals-markdown-support#client-support

Also check out –

https://www.about365.nl/2020/02/27/power-automate-approvals-markdown-or-html/

https://sharepains.com/2019/07/09/using-markdown-in-microsoft-flow-approval-actions/

Hope it helps..

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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 – First to respond

to

Custom Responses – Wait for one response.

We have defined below custom responses – Accept, Reject, and Need more details.

We have updated the Condition to check for Need more details

Let us save, check, and run the flow.

The approvers are presented with the custom responses

Here among the users to who the request is assigned, the flow will complete if any of the approvers responds, it will not wait for all the approvers to respond.

Now let us update it to use Custom Responses – Wait for all
responses.

Here the flow will wait for responses from all the approvers before moving to the next action.

Lastly, if we define more than 5 responses,

Outlook and OWA have a limitation of only showing the first five responses in the actionable message as shown below.

Within the Power Automate approval center and Power Automate mobile application we do not have this limitation.

Power Automate approval centre:

Power Automate mobile application:

Hope it helps..

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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 approve, if any of the approvers rejects, the request is considered rejected and it will not wait for other approver’s response, and for the request to be considered approved all the approver needs to approve it.

Let us add a new action Add a parallel branch after Apply to each.

Let us keep only test user 1 in the first branch and in the other branch add a Start and wait for an approval action.

We have updated both to be approval type First to respond, set Assigned to the property to test user 1 and test user 2 for the respective branches.

And also we want to evaluate the responses from both the approvers before taking further action, so we have deleted the condition action from the first branch.

Let us add a new Condition action, with 2 AND conditions, i.e. if the first user approves and the second user rejects which corresponds to the respective Start and wait for an approval action.

Here if the condition is fulfilled we update the description of the case record.

Let us save, check, and trigger the flow.

After test user 1 has approved, we can still see the flow waiting for user 2 to respond.

The flow completes successfully after the response is received from both the approvers. Here user 2 rejects the request.

As expected, we can see the description field updated as defined in the update the record action.

Hope it helps..

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, to fetch all the notes records associated with that particular case record.

Next, we will use Apply to each action to loop through all the attachments and use it to populate our attachments array variable defined in the previous step.

Now as the last step, we’d specify the attachment array variable for the attachment field inside the Start and wait for an approval action.

Now we are ready to save and test our flow.

Here our flow is waiting for approval from the user.

The approver receives the notification and can now review the attachments before responding.

Hope it helps..

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


Let us update our previous flow from approval/reject typeFirst 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 is considered rejected, for the request to be considered approved all the approver needs to approve it.

We have updated the approval type from first to respond to

everyone must approve.

In the case of Approve / Reject – Everyone must approve

  • All the assigned users must approve, for the request to be approved.
  • Any of the assigned users if rejects, the request will be considered rejected.

Let us run the flow and test it.

We can see our flow waiting for approvals

We can see all the 3 approvers getting the approval request

Let us Reject it for one of the approvers.

It completes the flow without waiting for responses from other approvers.

The other approvers will see the below message.

Similarly, as expected, it will wait for all the approvers to approve before moving to the next action.

We need to make sure we specify the same value as shown in the Outputs above in the condition action.

Hope it helps..

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