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Suggested answer

Create approval Workflow

Posted on by 51
Hi
 
I would like to set up an approval workflow in order to send an email to approver when any user tries to Close an opportunity to WON state.( I have close as won button in CRM to close any opportunity as Won).
It should move to Won state only after approver Approved the workflow.

How I can proceed? 
 
Please Suggest.
 

 

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Create approval Workflow
    Hi,
    I suggest you use Flow to achieve your goal.
    It will be easier because there is an OOB action in flow called Approvals.
    https://www.crmcrate.com/power-automate/dynamics-365-create-an-approval-process-using-power-automate-in-crm/
    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     

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