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Customer experience | Sales, Customer Insights,...
Suggested Answer

maker checker flow with n levels

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Posted on by 54
Hi Team,
          I'd like to ask about implementing a maker checker with n levels. Meaning, the client can add more levels without needing to a new deployment. Now, I know with some work you can achieve that with business process. But still, if you want to add another stage of approvals, that would need a deployment for the business process.
 
Is there a way in dynamics or in power apps where we can implement this somehow, I mean business processes has been the same for several years without major progress. I've worked at some partners who built custom approval engine inside dynamics 365 and had way way more features than business process.
 
Let me know if i am missing a feature please.
 
 
Thank you
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  • Suggested answer
    Nitesh Raj Profile Picture
    188 on at

    From what I understand you want some approval process/system which have multiple level of approvals, that can be customise. I have two suggestions for this problem: 

    1. Power Automate Approval Flows (Fully Configurable)

    > You can use Power Automate Approvals with a configuration table in Dataverse.
    > Instead of hardcoding the approval levels, you maintain an Approval Matrix Table where:
       - Each record defines a step in the approval hierarchy.
       - The client can add more stages dynamically.
    > The Power Automate flow reads from this table and dynamically routes the approval requests.
    > Supports parallel approvals, custom escalation, and reassignments.
     

    Pros:

    - No redeployment required for new approval stages. [ User can add stage in the Approval matrix table for more levels]
    - Can integrate with Teams, Outlook, and external systems.
    - Works across different record types in Dynamics 365.

    Cons:

    - Limited UI customization in Power Automate Approvals.
    - Requires handling of delegation rules manually (e.g., reassignment).

     

    2. Custom Approval Engine Inside Dataverse

    > Instead of relying on Business Process Flows, create a custom Approval Engine inside Dataverse with:
       - Approval Stages Table → Defines dynamic approval levels.
       - Approval Requests Table → Stores each request and its current stage.
       - Approval Actions Table → Tracks responses from approvers.
    > A Power Automate flow or custom plugin can process approvals based on these tables.
     

    Pros:
    - Supports multi-entity approvals.
    - Dynamic without redeployment.
    - Can integrate with external approval systems.

    Cons:
    - More development effort initially.

     

    ---
    Hope this answer helps you. 

    If you find this answer helpful, consider approving.




     
  • Mazex Profile Picture
    54 on at
    Yes, I get those two solutions but as stated, they both require coding. What I am finding weird is that there is no approval mechanism that's out of the box with a nice drag and drop features til now in customer engagement.

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