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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.
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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