Create approval Workflow

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Posted on by rsingh62

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.

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Leah Ju Microsoft Employee on at

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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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