Support approvals using Microsoft Flow

Important

Some of the functionality described in these release notes has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability Early Access
End users, automatically October 2019 Yes

Feature details

Dynamics 365 for Marketing now supports a customizable approval workflow that helps make sure new marketing materials and campaigns are properly approved before going into effect.

After marketers finish setting up a new record, such as a marketing email or customer journey, they can send that record for approval with just a single click. Based on how the approval workflow is set up, the relevant manager is then notified of the approval request. Core approval scenarios include:

  • Request approval for a record
  • Cancel request for approval
  • Approve or reject an approval request
  • Delegate a request for approval
  • Manage an overdue approval request

The approval system is delivered as a Microsoft Flow app that can enforce a simple approval process based on core marketing entities. Because each organization probably has its own business process and hierarchy, Microsoft Flow provides the flexibility required for easy customization by business users, makers, or partners.

Approval workflow designer