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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Approval Mechanism pro...
Customer experience | Sales, Customer Insights,...
Suggested answer

Approval Mechanism process through button Approve/Reject to implement in crm 365

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Posted on by Jharana Baliyar Singh 2,667

Hi All,

I need to implement below functionality how can it be handeled through power automate flow/Plugin/Ribbon button ?

If the owner for Original and duplicate lead in CRM are different, system to trigger an approval request to Previous Leads owner and his supervisor along with Current owner and his supervisor.
If the approval is received only then owner should be allowed to work on the new duplicate lead, that too if the owners are from the same city. Till the time approval is awaited there should be flag on lead as "Approval Awaited".
Any idea how can we achieve the above scenario ? Any link please provide.
Thanks,
Jharana
 
  • Jharana Baliyar Singh Profile Picture
    Jharana Baliyar Singh 2,667 on at
    RE: Approval Mechanism process through button Approve/Reject to implement in crm 365

    Hi Manoj,

    Thanks for your response.

    But below approach am doing :

    1. Need to have 2 buttons Approve & Reject Button on Lead form & a flag field to be used called "Approval Awaited" with Yes/No options default will be No, If its Yes then only Approve & Reject Button should be visible otherwise button should be hidden.

    2. On Approve button click we are setting Lead Status as Approved.

    3. If "Approval Awaited" is Yes lead record should be read only mode until unless its not approved. And once its gets approved they should able to edit the record.

    4. The same way if its rejected  we can set the Lead Status as Rejected & based status rejected record shouldn't be edit .

    Is the above approach is find or anything we can define like supervisor level ?

    Thanks,

    Jharana

  • Suggested answer
    Manoj Mane Profile Picture
    Manoj Mane 1,020 on at
    RE: Approval Mechanism process through button Approve/Reject to implement in crm 365

    Hi Jharana Baliyar Singh,


    Please the consider the below steps:- 

    1. You must have duplicate detection Rule Enabled for Lead.
    2. Create an OOB Workflow which will run on a Duplicate Detection Plugin Run entity when it will be completed.
    3. Update the Base Lead flag to "Approval Awaited".
    4. You need to modify the Security Role as well, where  Only record owner & His supervisor can Update the Respective record.
    5. Then write the plugin on flag change "Approved" check the Existing Owner City and assigning Owner City is matched then change the Owner else throw the Plugin exception error.
         

    Thanks,
    Manoj Mane.

    Please mark this as VERIFIED if it helps. image

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