{"id":19779,"date":"2019-07-23T10:56:13","date_gmt":"2019-07-23T10:56:13","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=19779"},"modified":"2020-06-01T12:52:01","modified_gmt":"2020-06-01T12:52:01","slug":"automate-quote-approval-process-in-dynamics-365-crm-using-microsoft-flow","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2019\/07\/automate-quote-approval-process-in-dynamics-365-crm-using-microsoft-flow\/","title":{"rendered":"Automate Quote Approval Process in Dynamics 365 CRM using Microsoft Flow"},"content":{"rendered":"

Introduction<\/strong><\/h2>\n

Microsoft Flow helps us to automate everything – from simple notifications to complex business processes with defined steps and stages. By using Approval process you can manage the approval decision of invoices, leads etc. from the higher level management in the organization.<\/p>\n

In this blog, we are going to explore how to automate Quote Approval process in Dynamics 365 CRM using Microsoft Flow.<\/p>\n

Let\u2019s consider below example for approving the Quote created in Dynamics CRM using Microsoft flow:<\/strong><\/h3>\n

When a sales person sends Quote for approval to manager by updating the field \u2018Send for Approval\u2019<\/strong> to \u2018yes\u2019<\/strong> then an approval email is sent to the manager for the same. If the manager approves Quote, then \u2018Approved Status\u2019<\/strong> field on Quote record is updated as \u2018Approved\u2019<\/strong> and an email is sent to sales person regarding the same.<\/p>\n

Given below is the overview of flow that we are going to implement:<\/p>\n

\"Microsoft<\/p>\n

Following are the steps to implement the above scenario using Microsoft Flow:<\/strong><\/h3>\n

1<\/strong>. Login to Microsoft flow and click on New \u2014> Automated- From Blank as shown in below screenshot:<\/p>\n

\"\"<\/p>\n

2<\/strong>. Add flow name and click on \u2018Skip\u2019<\/strong> to create the flow from blank as shown in below screenshot:<\/p>\n

\"\"<\/p>\n

3<\/strong>. Now add a CDS connector and choose action \u2018Update a record\u2019<\/strong> and configure as shown below:<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

4<\/strong>. Next, check if the condition \u2018Send for Approval\u2019<\/strong> field on Quote record of Dynamics 365 CRM is equal to true or not, as shown in below screenshot:<\/p>\n

\"\"<\/p>\n

5<\/strong>. Now in Yes<\/strong> part of the flow add action as \u2018Get Record\u2019<\/strong> of CDS connector and below this action add another same action to get the manger of user, as shown in below screenshot:<\/p>\n

\"\"<\/p>\n

6<\/strong>. Search connector approval and select \u2018Start and wait for the approval\u2019<\/strong> as shown in below screenshot:<\/p>\n

\"\"<\/p>\n

7<\/strong>. Select and Add fields as shown in below screenshot:<\/p>\n

\"\"<\/p>\n

Here, set Assigned To<\/strong> as email address of the manager.<\/p>\n

8<\/strong>. Now let\u2019s add a condition where we need to check outcome is equal to \u2018Approve\u2019<\/strong> after we get approval response.<\/p>\n

\"\"<\/p>\n

9<\/strong>. Depending upon the approval of manager we will send email to the owner of Quote regarding the process.<\/p>\n