Create Approval Flow with D365 conection

Posted On June 12, 2018 by Admin Posted in

Tagged in Microsoft Flows

Introduction:

This blog explains how to Create Approval Flow using Microsoft Flows.

Use Case:

When work order is updated. (Trigger)

Check condition: system status: – open-completed and approved: -NO

If condition satisfied: –

Check Total amount: –

If amount is greater than 1000
approval mail will be sent to approver.
if he approves:
update the work order with system status value closed-posted.
else do nothing.

update the work order with system status value closed-posted.

Else do nothing.

Steps to be followed:

Sign in to the Microsoft flow. https://flow.microsoft.com/en-us/
Go to My flows –> create from blank
Select Dynamics 365 when a record is updated
Select the Organization Name and Entity Name for which you want to create flow.
Click on + New step –> Add a condition.
So here I want my flow should run when system status is open-completed and approved is NO. (Add your own conditions).
Condition:@and(equals(triggerBody()?[‘msdyn_systemstatus’], 690970003),equals(triggerBody()?[‘cf_approved’], false)
)
Go to Yes. Click on …More –> add a conditionCondition is: Total amount is greater than 1000.
Go to yes.
- Add Action.
- Select Approvals –> Start an approval action.
Enter details.In Assigned to enter the email address of the approval.
Go to No. configure for amount is not greater than 1000.
- Click on Add an action. –> select Dynamics 365 – update a record.
- Enter the details.
- Enter the details
- Record identifier: Enter the record identifier of Work Order from when a record is updated step.
- Set the system status value to: 690970004
Add condition in Yes and check the approval status.
On Yes. Select Add an action à Dynamics 365 – Update a record
Enter the detailsRecord identifier: Enter the record identifier of Work Order from when a record is updated step.Set the system status value to: 690970004