Streamline Approvals in Dataverse with Power Automate | Step-by-Step Tutorial

In this video, we had the pleasure of hosting Marius, a Microsoft Business Applications MVP from Austria, who shared expert insights on leveraging built-in approval tasks in Dataverse. Whether you’re working with Power Platform or Dynamics 365, this video will help you understand approval types, configuration tips, and best practices for implementing approval flows.

✅ What You’ll Learn:
+ Different approval types and their use cases
+ How to add custom fields and extend status codes
+ Configuring flows for approval processes
+ Sequential approvals and custom responses
+ Managing notifications and dependencies
+ Entities involved in approvals and their limitations

If you’re looking to streamline your approval processes in Dataverse, this is a must-watch!

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Key Topics & Timeline:
⏱ 0:00 – Introduction of Marius: Special guest Marius, Microsoft Business Applications MVP from Austria, introduced.
⏱ 1:03 – Overview of Approval Types: Simple approvals, Business Approvals Kit, and Agent approvals explained.
⏱ 2:03 – Custom Field and Status Code: Adding “approval type” field and extending status codes for Approved/Rejected.
⏱ 2:39 – Flow and Approval Process: Triggering flows on quote activation, filtering by approval type, and updating status reason.
⏱ 4:25 – Approval Options and Sequential Approval: Approve/reject options, custom responses, and multi-step approvals.
⏱ 5:49 – Approval Notification and Response: Email notifications and managing approvals via Power Automate portal.
⏱ 8:55 – Installation and Dependencies: Installing approval solutions and handling dependencies in flows.
⏱ 11:17 – Entities Involved in Approvals: Overview of Approval, Approval Request, and Approval Response entities.
⏱ 14:06 – Conclusion and Next Steps: Wrap-up, thanks to Marius, and reminder to subscribe for more content.

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Видео Streamline Approvals in Dataverse with Power Automate | Step-by-Step Tutorial канала Power Platform Learners