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Aug 23, 2022 12:00 AM

Microsoft Teams Approvals in Microsoft Dynamics 365 using Power Automate

External YouTube Channel

In this 13-minute citizen developer-focused demo, Dian Taylor introduces viewers to opportunity approval in Dynamics 365 Sales using Power Automate, Microsoft Exchange, and Microsoft Teams.

A submitted opportunity triggers a flow that creates an entry in Dynamics 365 Approval History table. An approval request is transmitted to Team members via e-mail and Teams channel. When opportunity is approved/denied, record in table is updated and status is mailed to salesperson and posted in Teams channel. Use same approach for other tables in Dynamics 365. This PnP Community demo is taken from the Microsoft Power Platform community call

Demo Presenter

• Dian Taylor (RSM) | @D365Goddess

Blog Dian Taylor (RSM)

https://d365goddess.com/

More about this topic

Manage the Approvals app in Microsoft Teams

The Approvals app is available as a personal app for all Microsoft Teams users. The Approvals app provides a simple way to bring auditing, compliance, accountability, and workflows to both structured and unstructured Approvals in Teams.

https://docs.microsoft.com/en-us/microsoftteams/approval-admin

Approvals in Microsoft Teams

Approvals in Microsoft Teams is a native Teams application that lets you easily create, manage, and share approvals from your hub for teamwork.

https://docs.microsoft.com/en-us/power-automate/teams/native-approvals-in-teams