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Dynamics Approver setup

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Posted on by M0HAN SINGH

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Hi Experts,

I have a scenario related to workflow setup, where Approver cannot be fixed it can be dynamic and should pick from the Requested Document based on the specific condition.

Example: I am sending an approval request from Project page and sender User ID is ABC. We select the Reporting manager ID XYX(Userid) on Project page manually. Now i want to send the approval request to XYZ. PRoblem is for each project, the Reporting manager can be change. because Different Project have different reporting manager. How can we configure this in BC. and how can i dynamically choose the Approver ID and configure in workflow to achieve this. Any suggestion are welcome.

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Dynamics 365 Business Central

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Andrés Arias 1,384 on at

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Dynamics Approver setup

Hello,

In standard functionality it is not possible to perform a dynamic approval.

I recommend 2 options to satisfy this requirement:

- Perform a flow taking into consideration a filter: dimension, user, etc.
- Use power automate to exploit different options in the approval.

I hope I can help.

Regards,

Andres
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YUN ZHU 86,134 Super User 2025 Season 1 on at

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Dynamics Approver setup

It will be easier if you use Power Automate, you can look into it.

https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/smb/dynamics365-business-central/new-approval-workflow-experience-templates-power-automate?wt.mc_id=DX-MVP-5004336

Thanks

ZHU
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Ramesh Kumar 5,503 on at

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Dynamics Approver setup

Their is no standard workflow in BC for your requirement but its should easy to create in Power automate If you need approval to go to the person listed in the reporting manager field—go with Power Automate and no code in BC. If you want it 100% inside BC, you'll need AL customization.

https://stoneridgesoftware.com/how-to-use-approvals-in-dynamics-365-business-central/?utm

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-use-approval-workflows?utm

Thanks

Ramesh

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Rushi Suthar 78 on at

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Dynamics Approver setup

Hello,

As per your requirements I suggest you to create customized approval process instead of using BC workflow.

Thanks and Regards,
Rushi Suthar
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Mohamed Amine Mahmoudi 24,592 Super User 2025 Season 1 on at

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Dynamics Approver setup

Hi @M0HAN SINGH,

Business Central does not natively support dynamic approvers out of the box for all workflow types especially when the approver is not the record creator or a fixed user group. However, this can be achieved using customization.

Best regards,

Mohamed Amine MAHMOUDI