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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Tracking Approvals ema...
Microsoft Dynamics 365 | Integration, Dataverse...
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Tracking Approvals emails in Dynamics

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Posted on by Power Platform Comm... 8

Hi everyone,

 

I am working on a flow that uses the Approvals connector to send an approval email and get a response, but need to track that approval email inside of Dynamics. From other posts/blogs, I see there's a possibility of using the CDS (current environment) connector's "bound action", but is there another way of being able to track?

 

Best, Lexi

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  • MSTGuy Profile Picture
    MSTGuy 310 on at

    Dynamics 365 Marketing provides an infrastructure with extensibility features that offer new possibilities for developers, and one way to take advantage of this new extensibility is to create an approvals feature, possibly including integration with Power Automate.

    This topic outlines one way that you could develop an approvals feature for Marketing. The feature described here would enable organizations to implement an approval workflow in which most users can't make some types of important entities (such as emails, customer journeys, or segments) Go live right away. Instead, an approver must inspect each record and decide whether to allow it to Go live, or whether more work is needed. The approver is typically an administrator or manager who is specifically identified as an approver in the system.

    Here is a link that can help you: docs.microsoft.com/.../marketing-approvals-feature

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