Support approvals using Power Automate

Enabled for Public preview Early access General availability
End users, automatically - This feature is released. Aug 2, 2019 This feature is released. Oct 1, 2019

Feature details

Dynamics 365 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 Power Automate app that can enforce a simple approval process based on core marketing entities. Because each organization probably has its own business process and hierarchy, Power Automate provides the flexibility required for easy customization by business users, makers, or partners.

Approval workflow designer

See also

August update and early access (blog)

Build an approvals feature (docs)