Skip to main content

Notifications

Small and medium business | Business Central, N...
Suggested answer

create approval workflow for Contacts

Posted on by 295

Hi,

I am aware there isn't any workflow approval for Business Central Contacts.

But if the user insist having an approval workflow, is that possible to be customized, example via Power Automate?

Appreciate all advise.

Thanks

May Tang

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,333 Super User 2024 Season 2 on at
    RE: create approval workflow for Contacts

    Hi, I think even with Power Automate you need to add some customization, you need a status field on Contact and that not allow users to enable it before approval.

    PS: In the Business Central 2023 release wave 1 plan, there are the following new features, perhaps Microsoft will add this template.

    New approval workflow experience with Power Automate templates

    https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/smb/dynamics365-business-central/new-approval-workflow-experience-templates-power-automate

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: create approval workflow for Contacts

    Yes, you can definitely do that in Power Automate.

    That is a lot easier than have to start customizing Business Centrals internal approval workflows.

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: create approval workflow for Contacts

    Hi,
    I have not tried with Powerautomate yet, but you can customize it within BC, please refer the below link how to customize new workflow in BC

    https://www.linkedin.com/pulse/claim-workflow-template-mehdi-meddah/

    Thanks

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,219 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,056 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans