12 Jun’18

D365 GeneralCreate Approval Flow with D365 conection

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:

  1. Sign in to the Microsoft flow. https://flow.microsoft.com/en-us/
  2. Go to My flows –> create from blank
  3. Select Dynamics 365 when a record is updated
  4. Select the Organization Name and Entity Name for which you want to create flow.
  5. Click on + New step –> Add a condition.
  6. So here I want my flow should run when system status is open-completed and approved is NO. (Add your own conditions).     
  7.  Condition:@and(equals(triggerBody()?[‘msdyn_systemstatus’], 690970003),

    equals(triggerBody()?[‘cf_approved’], false)

    )

  8.  Go to Yes. Click on …More –> add a conditionCondition is: Total amount is greater than 1000.
  9. Go to yes.
    •  Add Action.
    • Select Approvals –> Start an approval action.
  10. Enter details.In Assigned to enter the email address of the approval.
  11.  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
  12. Add condition in Yes and check the approval status.
  13. On Yes. Select Add an action à Dynamics 365 – Update a record
  14. 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

Complete Flow:

Written by

Vaishali Vyas

Trainee Software Engineer

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