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 Option

Create a new MS Flow on Dynamics 365 Opportunity update.

Add condition if Discount% is greater than or equal to 5, then check approval status should not be approved.

If condition is satisfied, Start Approval, as per the snapshot below.

Provide some details of the Opportunity in the email body or subject so that Approver can identify it from email itself. Once the user approves or rejects the opportunity, capture the response as Outcome with the comments in Dynamics 365.

Please note for approval response value in while capturing response will be Approve and Reject respectively.

If response is Approve, Update the opportunity record and set the correct values in respective fields as per the image below.

I have observed that flow triggered multiple times even after condition is failed. So to avoid that I have added one more condition just above start approval that If email is sent or not.

Cheers,

Javed Nehal Jamali