Approval Process using Power Automate

Syndicated from - https://d365demystified.com/2019/12/17/approval-process-using-power-automate/

Approvals have been around for quite some time now in Power Automate. Let’s look at the simplest example of how we can make use of Approvals in Flow / Power Automate and then you let your imagination and creativity take over!

Scenario

For the sake of simplicity, I have a custom entity called Request where users submit a Request and the Approval simply has to Approve/Reject.

The Approved/Reject status should be set in Dynamics 365 accordingly. Simple!

Power Automate for Approval

And then, my Power Automate looks like this –

1. I will trigger this off the CDS connector on create of the Request record and then select Approvals in the next step.
   
2. The Type of Approval selection is asked.
   
3. And my Approval body is simple, just providing the basic details and whom the Approval request should go to. In this case, Kuldeep Gupta
   
4. In the next Condition step, based on whether the Outcome is Approve or not, I’ll simply update the record’s status to either Accepted or Rejected.
   
5. If Yes, the following will execute
   
6. And if No, then the below
   

That’s it. Let’s see it in action!

Approval Process

1. Let’s say Priyesh has created a Request record in Dynamics
   
2. As I submit this request, an Email from Power Automate goes out to Kuldeep asking for approval. And right on the email itself, he can chose to Accept/Reject
   
3. Let’s say the request was Accepted
   
4. The request will be Approved.
   
5. And in Dynamics, the status of the record will be changed to Accepted as defined in the conditions.
   

Hope this quick tutorial helps!