web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Automatic expense appr...
Finance | Project Operations, Human Resources, ...
Answered

Automatic expense approvals using Power Automate

(2) ShareShare
ReportReport
Posted on by JPBerrocal 11
Hello community,
 
We import expenses into Dynamics 365 Project Operations from an Excel file using Power Automate. 
I got to the point where expenses are created in Dynamics in a draft state, but we would like to approve the expenses automatically but I cannot find how to do this. I'm assuming there must be an Action set that I can trigger using an Outbound or bound action in Power Automate, but until now, I have not found anything.
 
Does anyone know if it's possible to approve the expenses automatically and if yes point me to the documentation or an example.
 
Thanks :)
Categories:
Dynamics 365 Project Operations
I have the same question (0)
  • Verified answer
    Holly Huffman Profile Picture
    Holly Huffman 6,530 Super User 2025 Season 2 on at
    Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today! 
     
    Yes, it is possible to approve expenses automatically in Dynamics 365 Project Operations using Power Automate. Here's how you can achieve this:
    Steps to Auto-Approve Expenses:
    1. Use the Unbound Action:
      • Dynamics 365 provides an unbound action called msdyn_ProcessProjectApprovalSets. This action can be triggered via Power Automate to approve expenses automatically.
      • Parameters for this action include:
        • ProjectApprovals: A collection of project approval records to process.
        • ActionType: Specifies the action to perform (e.g., Approve: 192350003, Reject: 192350001, Cancel: 192350004).
        • NoteLogName: A note attached to the approval set, visible in the "Logs" section.
    2. Power Automate Flow Setup:
      • Create a flow in Power Automate with a trigger for when expenses are created in Dynamics 365 (e.g., "When a record is created").
      • Add an action to call the msdyn_ProcessProjectApprovalSets unbound action.
      • Pass the required parameters, including the expense records and the "Approve" action type.
    3. Testing and Validation:
      • Test the flow with sample expense records to ensure the approval process works as expected.
      • Monitor the logs in Dynamics 365 to verify that expenses are being approved automatically.
    Documentation and Examples:
    You can find more details on how to use this unbound action and set up Power Automate flows here and here.
  • JPBerrocal Profile Picture
    JPBerrocal 11 on at
    Thank you Holly. It worked perfectly!!!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 664 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 522 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 303 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans