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Add conditional approval to Opportunity Step

Hi
I want to add conditional approval where email goes out to a bunch of people if a opportunity product lines total sum exceed a certain amount, and this is should pervent from creating quote or saving quote if cannot hid ethe + button to create quote. What is teh best way to add a conditional approval step where it only triigers the approval for osme opportunities? and idealy email goes out where approver can either approve from teh email or access line to opportunity and approve step , and originator shoudl see who approved. Quote part can be handled separtely from plugin. please suggest pro code if thats better or low code best as i know how to craete plugins

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Dynamics 365 Sales

To implement conditional approval on the Opportunity entity with restrictions on Quote creation, you can approach this in two ways depending on whether you prefer low-code (Power Automate + Approvals) or pro-code (custom plugin/workflow):

Low-code approach (Power Automate + Approvals)

Create a Power Automate flow triggered on update of Opportunity or on Quote creation attempt.
Condition check: Sum the Opportunity Product Line totals.
- If the total exceeds your threshold, trigger the Approval process.
Approval action:
- Use the Approvals connector to send an email to approvers.
- Approvers can approve directly from the email or via the Approvals app.
- Store the approval response back in the Opportunity record.
Restrict Quote creation:
- Add a Business Rule or JavaScript on the Opportunity form to disable/hide the “+ Quote” button until approval status = Approved.
- Alternatively, use Dataverse security role logic to block saving until approval is complete.
Visibility:
- Add a field on Opportunity to show “Approved By” and populate it from the approval response.

Pro-code approach (Plugin + Custom Table)

Plugin on Quote Create/Save event:
- Calculate the Opportunity Product Line total.
- If it exceeds the threshold and approval is not yet granted, throw an exception to block Quote creation.
Approval tracking:
- Create a custom table (e.g., OpportunityApproval) linked to Opportunity.
- Store approver, status, and timestamp.
Email notification:
- Use a custom workflow activity or plugin to send emails with approval links.
- Approvers can click the link to update the approval record.
Originator visibility:
- Show the approval status and approver details on the Opportunity form.
Quote handling:
- Once approval is granted, the plugin allows Quote creation.

Recommendation

If you are comfortable with plugins, the pro-code approach gives you more control over blocking Quote creation.
If you prefer low-code, Power Automate with Approvals is faster to set up and integrates well with email-based approvals.
Since you mentioned you already know how to create plugins, you can combine both: use plugin for Quote restriction and Power Automate for email approvals.

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