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Answered

Email workflow approval

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

  • Suggested answer
    Naga Kiran Profile Picture
    Naga Kiran on at
    RE: Email workflow approval

    Hi, 

    If you here looking for the recommended approach for having Workflow actions through email in D365FinOps, as Ludwig suggested, it should be through Business events and Power Automate (Flow) and below are the helpful links to achieve -

    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/business-events/how-to/how-to-workflow 

    http://alax.best/2020/05/28/d365-fo-approvals-via-teams-email-workflow-email/

    Hope this helps.

  • MDeeb Profile Picture
    MDeeb 1,146 on at
    RE: Email workflow approval

    Hi Ludwig,

    does this support the on-prem implementation as well.

    Thank you,

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email workflow approval

    I want to trigger events on buttons in email what would be better dynamics or Microsoft flow. Do you have any idea regarding it .

    Thanks

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Email workflow approval

    Hello Santosh Kalange,

    Please have a look at the MS release notes and the docs sites.

    In the very near future you will have business events available that allow you doing things even smarter and smoother than what I showed in my 'old' post.

    With those functionalities you can do a lot more that was not possible before and I think that this can help getting your requirement fixed.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email workflow approval

    Hi, Ludwig Reinhard

    I have to do workflow for approval , rejection and revert via email using D365 FO / Microsoft flow.

    As per requirements this all action consist button/links in email and after click on that it will send email that contains status of selected button/link and all this things are captured in sharepoint list.

    Can you suggest which is best solution for this?

    now we have started using MS Flow but for using MS Flow we are Facing issue with javascript.

    Can you please share Steps or video or anything which would be helpful for me.

    thanks,

    Santosh Kalange

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email workflow approval

    Would business events in PU24 help in achieving this gap?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email workflow approval

    Hi Lugwig,

    Thanks for the information shared in this blog.

    Please share your video post related to D365FO-MSFlow workflow email approval or share any document related to D365FO workflow email approval process.

    We have this requirement for one of our customers.

    Thanks once again for your information shared in this blog.

    Regards,

    Ashok.C

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email workflow approval

    Hi Ludwig,

    I have almost completed Workflow approval via mail but having one issue.
    Actually MS Flow updated the table value Release Date Comment = Approved but workflow is still showing pending.

    I am attaching some screenshot for the reference.

    Please help me out if you have any solution.

     2055.workflow.PNG

    2055.workflow.PNGworkflowsetup.PNG

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email workflow approval

    Hi Ludwig,

    Thanks!!!

    Your blog video helps me a lot to accomplish my requirements.

    Actually that error was coming because of Financial dimension linking with Employee & that employee doesn't have any email to accept mails.

    I have resolved this issue and proceeded to next step.

    Further if i required any help of yours , definitely will create a thread for that.

    regards,

    Kumar Rohit

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email workflow approval

    Hi, Ludwig Reinhard

    I have to do workflow approval via email using D365 FO.

    Actually I have started to implement using D365 but got stuck in MS Flow working with d365 for workflow approval mail.

    Can you please share Steps or video or anything which would be helpful for me.

    thanks,

    Kumar Rohit

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