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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Send a reminder to wor...
Finance | Project Operations, Human Resources, ...
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Send a reminder to workflow approval

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Posted on by Community member 5
Hi,
 
How can i send a reminder to the workflow approver that not yet approve the document more than 1 day?
noted that our d365 is not direct connect to power automate.
Is there a way for us to send reminder or retrigger the approver?
 
Thanks.
 
Syikin
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,419 Super User 2024 Season 2 on at
    Send a reminder to workflow approval
    Hi Norhashikin,

    With Power Automate, it would be possible to build some automation, but you stated that your environment is not connected, so I assume you are running on-premises? 
     
    A system administrator or information technology manager can go to Common > Inquiries > Workflow > Workflow history. Then change the view to Pending workflows. Then they will have an overview and can use this as input for emails. In case you want an automation, you can consider a customization.
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Send a reminder to workflow approval
    Hi,
    You can follow these steps:
    1. Create a batch job or a recurring task that runs daily to check for pending approvals that have exceeded the 1-day threshold.
    2. In the batch job or task, query the system to retrieve the list of pending approvals that meet the criteria.
    3. Iterate through the list and identify the respective approvers for each pending approval.
    4. Send a reminder email or notification to the approvers using an external email service or integration with your email client.
    5. Optionally, you can provide a link or instructions within the reminder message to allow the approvers to directly access the pending approval.
    Best regards,
    Kevin

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