Streamline Approvals in Dataverse with Power Automate | Step-by-Step Tutorial
In this video, we had the pleasure of hosting Marius, a Microsoft Business Applications MVP from Austria, who shared expert insights on leveraging built-in approval tasks in Dataverse. Whether you’re working with Power Platform or Dynamics 365, this video will help you understand approval types, configuration tips, and best practices for implementing approval flows.
✅ What You’ll Learn:
Different approval types and their use cases
How to add custom fields and extend status codes
Configuring flows for approval processes
Sequential approvals and custom responses
Managing notifications and dependencies
Entities involved in approvals and their limitations
If you’re looking to streamline your approval processes in Dataverse, this is a must-watch!
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Key Topics & Timeline:
⏱ 0:00 – Introduction of Marius: Special guest Marius, Microsoft Business Applications MVP from Austria, introduced.
⏱ 1:03 – Overview of Approval Types: Simple approvals, Business Approvals Kit, and Agent approvals explained.
⏱ 2:03 – Custom Field and Status Code: Adding “approval type” field and extending status codes for Approved/Rejected.
⏱ 2:39 – Flow and Approval Process: Triggering flows on quote activation, filtering by approval type, and updating status reason.
⏱ 4:25 – Approval Options and Sequential Approval: Approve/reject options, custom responses, and multi-step approvals.
⏱ 5:49 – Approval Notification and Response: Email notifications and managing approvals via Power Automate portal.
⏱ 8:55 – Installation and Dependencies: Installing approval solutions and handling dependencies in flows.
⏱ 11:17 – Entities Involved in Approvals: Overview of Approval, Approval Request, and Approval Response entities.
⏱ 14:06 – Conclusion and Next Steps: Wrap-up, thanks to Marius, and reminder to subscribe for more content.
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