web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Approval Process
Microsoft Dynamics CRM (Archived)

CRM Approval Process

(0) ShareShare
ReportReport
Posted on by Vijayakumar Kenchug... 1,077

Hello,
I am looking for a solution to implement approval workflow process. I need to have a setup to configure multiple Approval levels and conditions. The approver should approve the record from email (outlook) with out logging in CRM. Because I have high level approvers are non-CRM users.
I know this can be addressed easily using Microsoft Flows. But I have CRM on-premise (v8.2). Thoughts or custom solutions to achieve this without doing deep customization, are much appreciated.

Thanks

Vijay

*This post is locked for comments

I have the same question (0)
  • David Jennaway Profile Picture
    David Jennaway 14,065 on at

    You can use Flow with CRM On Premise using the On-premises data gateway. This is probably the easiest option

  • Vijayakumar Kenchugundu Profile Picture
    Vijayakumar Kenchug... 1,077 on at

    Hi David,

    It sounds like your advise works as an alternative. I am trying it but have some firewall settings not allowing me to use it. Let me get back if I can get success with it. Thanks for the idea.

  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Hi Vijay,

    We have implemented several approval processes in the past within CRM, although this did not have an external approval component to it, you can still do it.

    What we did is we created an entity that specifies the approval and routing rules. Basically the stages of approvals, the approver at each stage and any additional conditions.

    When the user would click the "Route and Approve" (custom ribbon button), the system would pop up who the user should route to, and upon pressing OK, would validate the user has the rights to approve.

    Once approved, the process would wait for the next person in  queue to approve.

    Since some of your users do not have licenses to CRM, you would have to build a custom page (outside of CRM) that the users can click on the approve button. Your CRM system could send them a notification with a link to the page. The page would then connect to CRM and mark the record as approved. You would of course have to set up some security or validation in place.

    This solution is much more complicated than using Flow with the On-premise data gateway as David mentioned, but is an alternative for approval processes.

    Hope this helps.

  • Vijayakumar Kenchugundu Profile Picture
    Vijayakumar Kenchug... 1,077 on at

    Hi David,

    I have installed on-premise data gateway on CRM Application server. This data gateway is not appearing in the Flows custom connection option. Can you let me know how can I bring the installed data gateway as a selection option in Microsoft Flows that sits on Office365?

    Thanks in advance.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans