Maximizing D365 Workflow Approvals with Power Automate - Dynamic Communities 2022
Empower users with enhanced D365 workflow approval capabilities using Power Automate. Decrease complexities, deliver results, and improve user experience with intuitive interfaces, streamlined processes, and mobile accessibility. Join the largest independent gathering of Microsoft users at Dynamic Communities 2022 for insights, demonstrations, and discussions on workflow improvements.
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The Largest IndependentGathering of the Microsoft User Ecosystem For Users, By Users D365 Workflow Approvals with Power Automate Jonathan Anderson Director Solution Architecture Argano Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
Agenda For Users, By Users Workflow approvals in D365 Workflow improvements for users adoption Advantages Disadvantages Demonstration The Largest Independent Gathering of the Microsoft User Ecosystem @ 2022 Dynamic Communities
Decrease Complexities, Deliver Results. Workflow in D365 For Users, By Users @ 2022 Dynamic Communities
Out of the Box D365 Workflow For Users, By Users All workflow approvals/rejections completed within D365 environment Notifications sent via email or alerts within the system Email contains link to D365 for review/approval Feedback to workflow submitters sent via Email Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
D365 Workflow Pros/Cons For Users, By Users Advantages Disadvantages Self-contained Need to log into system to approve No additional licensing costs if users previously have D365 access Unable to approve via phone or within email Mobile version of D365 not ideal Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
Decrease Complexities, Deliver Results. Workflow approval improvements for users For Users, By Users @ 2022 Dynamic Communities
How can I improve the experience? For Users, By Users Utilize Power Automate with Microsoft Approvals Allows for users to approve D365 workflows from Teams, Email or Website without having to log into D365 Intuitive user interface Information provided all in one email Easy approval process, no question what user is doing Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
How to setup Power Automate flow? For Users, By Users Microsoft has provided a template to use as a starting point Search for Workflow in the Power Automate templates to find it Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
Decrease Complexities, Deliver Results. For Users, By Users @ 2022 Dynamic Communities @ 2022 Dynamic Communities
Decrease Complexities, Deliver Results. For Users, By Users @ 2022 Dynamic Communities @ 2022 Dynamic Communities
How does the flow start? For Users, By Users Business event from the selected environment workflow triggers Power Automate flow Sends notification with basic workflow information JSON message include workflow approver and workflow message information Power Automate parses the message to obtain applicable content for approvals Validates that the approval is still available and sends Microsoft approval to approver Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
How does approval get back to D365? For Users, By Users Flow waits for approval to either time out or approval to be completed After flow is completed, use return message to D365 to send approval/rejection and comments back to D365 workflow Improvement to add in a look up after timeout to see if workflow approval is still needed or not If timed out the template fails Resend approval if needed Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
Disadvantages For Users, By Users Timeout of approval No escalation path outside of normal D365 workflow escalations If approved in D365 will continue to have open approval in Approvals application unless updates done to flow template Group approvals where only one approval of group is needed Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
Decrease Complexities, Deliver Results. Demonstration For Users, By Users @ 2022 Dynamic Communities
For Users, By Users Thank you for attending! The Largest Independent Gathering of the Microsoft User Ecosystem Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
