Microsoft Teams Approvals in Microsoft Dynamics 365 using Power Automate

In this 13-minute citizen developer-focused demo, Dian Taylor introduces viewers to opportunity approval in Dynamics 365 Sales using Power Automate, Microsoft Exchange, and Microsoft Teams. A submitted opportunity triggers a flow that creates an entry in Dynamics 365 Approval History table. An approval request is transmitted to Team members via e-mail and Teams channel. When opportunity is approved/denied, record in table is updated and status is mailed to salesperson and posted in Teams channel. Use same approach for other tables in Dynamics 365. This PnP Community demo is taken from the Microsoft Power Platform community call – July 2022, recorded on July 20, 2022.

Demo Presenter
• Dian Taylor (RSM) | @D365Goddess

Supporting materials

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