Support approvals using Power Automate
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
|Enabled for||Public preview||Early access||General availability|
|End users, automatically||-||Aug 2, 2019||Oct 1, 2019|
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.
Build an approvals feature (docs)