Manager Approval Process For Quote With Amount Limit For Users

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Posted on by Banibrata Mishra

Hello All,

There is a scenario, which needs some guidance, related to Sales -- Quote Approval.

Scenario is --

User will have a prescribed amount limit for a quote (total amount), which he or she can self approve and if quote is beyond the amount limit it should go to the senior / manager or supervisor for approval.

Example - Jon Snow has limit of $1500, if the quote total amount is $1600 then the request should redirect to supervisor.

Workaround would be really helpful.

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Bipin D365 28,983 Moderator on at

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Hello,

Create below fields in quote to track approval response -

Approval status - Approved, Auto Approved, Rejected

Approval Required - Yes/No

Approved By - Text

Approver Comments - Multi Line Text

Approvers - Multi Line Text

Now You can write real time workflow to check if Quote amount is greater than Limit then set Approval status

Set Approval Required field to Yes

set Approvers - Senior mananer/supervisor Email address (semi colon separated)

Else

Set Approval status - Auto Approved

Approval Required - No

Now create Power automate which will trigger on Quote entity Approval Required field

check if Approval Required is yes

Send Approval request your Power automate approval action - docs.microsoft.com/.../modern-approvals

Wait for the response ->based on the response ->Update fields on Quote entity

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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