MS Teams and Email Approval Configuration in D365 CRM

Here is the scenario: when we create an account record in CRM, MS Teams and Email notifications should go to the approver to approve/reject to create an account record.

Configure Email notifications through power to automate the flow

• Go to https://make.powerautomate.com/
• Click on Create in the left navigation and select Automated Cloud flow.
  
  
• Provide the Flow name and select flow trigger as Microsoft Dataverse when a row is added, modified, or deleted and click on Create.
  
• Provide details as Change type =  Added, Table name=Accounts and Scope=Organization.
  
• Click on Create New Step and choose Operation as Approvals and Action as Start and Wait for an Approval.
  
• Select Approval type as “Approve/Reject - First to respond" and provide Title, Assigned to as the email address of the approver who needs to approve.
  
• Click on Next Step and choose operation as Office 365 Outlook, Select action as Send Email(V2).
  • Provide details To= email address of approver who needs to approve/Reject. And also provide the Subject of the email and body of the email as you wish.
    
• Click on Save to save the flow.

Configure MS Teams approval Notification MS teams

• Go to Microsoft teams Click on more added apps Select the Approvals app.
  
• Click on New Approval request at top right corner.
  
• Provide the following details and click on Send
  1. Request type=Basic
  2. Name of the request
  3. Approver email address.
     
• Finally, we are configured MS Teams approval.
  

Let’s Create an account in CRM and check weather approver receives MS Teams, Email notifications for approve/reject.

• Go to CRMà Account Entityà Click on new
• Fill in the required fields and click on Save
  
• Now go to MS teams-à click on Activity
• Observe notification should came for approval.
  
• Go to Outlook and observe an email should be received for an approval.
  

Thanks.!!