Lazy Approvals for Dynamics 365 using Microsoft Flow
Lazy Approvals for Dynamics 365 using Microsoft Flow I got a business requirement in Dynamics 365, where if Opportunity discount % is greater than equal to 5, send an email to defined approver and get it approved on email only. This is to pace up the approval process without asking managers or Sr. Leaders to login to system. This was not possible earlier in Dynamics 365 however I have seen it happening in SharePoint using Nintex workflows. This is now possible using Approvals in Microsoft Flow. Following is the solution and approach with pre-requisites. I had setup of the following environments with licenses appropriately. a. Microsoft Dynamics 365 b. Microsoft Flow c. Microsoft Outlook – exchange license Approach : Create following fields on Opportunity. i. Discount % - Whole Number ii. Approval status ( Option set with 3 values ie. Pending, Approved and Rejected). iii. Is email sent for approval? – Two Opti