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Dynamics 365 Community / Forums / Finance forum / Email workflow approval
Finance forum

Email workflow approval

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Posted on by Microsoft Employee

Hi,

I am wondering whether it is still possible do to an email workflow approval in D365fO?

I have not seen an information, whitepaper or other document about it so far.

Does anybody have some information on that?

Best regards,

Ludwig

I have the same question (0)
  • Suggested answer
    Syed Fasih Profile Picture
    2,442 on at

    Hi Ludwig, did you explore any D365 app. It may have the option. I don't think approving workflow through e-mail will work.  

  • okarnaukhov Profile Picture
    118 on at

    Just checked D365 V10, placeholders Link to approve, Link to reject do not exist. I would say this feature is no longer supported.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Oleh K,

    Thank you for the update. It looks like a deprecated functionality. I was hoping to incorporate this through MS flow or the power apps. Do you have any hints/comments how an email approval might be realized through those programs?

    Best regards,

    Ludwig

  • okarnaukhov Profile Picture
    118 on at

    Hi Ludwig,

    Having approval link in the email was not the most secure approach from the beginning, emails can be easily spoofed if no certificate is used. I checked Microsoft D365 mobile app and was not able to find purchase requisition approval functionality.

    You can use the mobile browser to access the module and approve the purchase req. I believe Microsoft is trying to push power Apps, from there you can create a new app/workspace that will eliminate unnecessary buttons and functions visible from the web.

    Let me know if you were able to design a solution.

    Oleh

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Oleh,

    We are currently thinking to use MS flow and modify, i.e. build the missing triggers for D365fO. The mobile browser solution is an option, but we need to be careful with the licensing costs. That's why the customer asked for the email approval feature.

    Will certainly keep you updated on how we will manage this in the end.

    Best regards,

    Ludwig

  • Robert Linggoputro Profile Picture
    136 on at

    Hi Ludwig,

    I have the same requirements from my client here for the purchase requisition workflow approval. May I know what path did you take in the end? Did you use the MS flow? Thanks.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Roblin,

    Yes, we took the MS flow option but had to do some modifications because at this Moment MS flow does not ship with triggers for d365fo. If you can wait some time you might be lucky because those triggers seems to be in high demand and there have been a lot of comments on the ideas website. I would suspect that Microsoft will provide them in the very near future.

    Best regards,

    Ludwig

  • Jens Seiger Profile Picture
    on at

    Hi Ludwig, 

    I like your approach using triggers - since it has been a while since last post, I was hoping you could share what the experience has been so far and maybe understand the magnitude of effort as well. 

    Best Regards, 

    Jens Kristiansen

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Jens Kristiansen,

    I just finished the video post and will post the setup soon on my blog.

    A combined D365FO - MSFlow workflow does the job :-)

    Best regards,

    Ludwig

  • Eugen Glasow Profile Picture
    6,361 on at

    There was a thing for AX2012 called "Axnosis WF Email Approver". The main differentiator to the standard e-mail approval was the ability to reply to the mail in any POP mail client instead of clicking links or buttons:

    How to action a Dynamics AX 2012 work-item received by email. 

    Step1: Access your workflow email notification via your mail client e.g. Microsoft Outlook, Blackberry Email etc… 

    Step2: Your email should have a number of action links supplied if you have setup your workflow template correctly. Click on the action that you would like to perform e.g. Approve. A new email dialog should appear with a recipient such as workflow@[yourcompany.com] with a customized subject for the workitem such as “APP1234” or “DEN1234”. Do not remove either of these. 

    Step3: Add a relevant comment to the action you are performing by appending it to the subject or adding it at the beginning of the email message E.g. “APP1234 Please proceed with the order” or “DEN1234 Over Budget” 

    Note: If you are performing an action that requires you to choose a user (request change and delegate), you need to append a valid email address to your signature e.g. REQ1234 bobby.jones@[yourcompany.com] if no email address is specified one will receive an error response from the system e.g. “No delegate user specified for action type…”. This email address needs to be linked to a user in AX under User Options. 

     Step4: If you are using the body of your message to add a comment, or would not like to add a comment at all, please remove the signature from your message so that workflow doesn’t add this to or use it as a comment.

    Step5: Click send. You should receive a confirmation email within a couple of minutes from workflow stating that your workflow action has been successfully completed. You may also receive a notification stating that the action was unsuccessful. See the section below on how to deal with these notifications.

    In the meantime this customer of ours let it be implemented in D365FO from scratch. The core is a listener within D365FO reading a mailbox and interpreting the mails. Should your implementation in MS Flow be limited, I can give you the contact and I am sure the customer is going to be more than happy to sell this development.

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