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I am just wondering can we setup an approval process in Microsoft Dynamic CRM 365??? If so, how can achieve it?
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Hi
For what part of CRM? These can usually be achieved by putting an authorisation level or monetary value on the user records and then having a workflow check these at certain points
I have one for Purchase Orders
Individual Users can authorise a Purchase Order upto the value of £100, If it is for more than this the record is then assigned to the Team manager who has a higher approval value
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