Power Approvals for Microsoft Dynamics 365 Business Central

Follow these step-by-step instructions for initiating and managing the customer creation approval process using Power Approvals in Dynamics 365 Business Central. 

1. Accessing the Customer Creation Approval Workflow 

  • Log in to the Business Central dashboard with your credentials.  
  • Access the customer management module to manage customer accounts. 

2. Creating a New Customer Account 

  • Create a new customer account in Dynamics 365 Business Central. 
  • Fill in the necessary details, including the customer’s name, contact information, billing address, and payment terms. 

3. Submitting for Approval 

  • After filling out the customer account details, click the “Send Approval Request” button in Dynamics 365 Business Central. 

4. Automated Workflow Execution 

  • The submission triggers the Power Approval Workflow events associated with customer creation Power Approval. 
  • The flow automatically sends the approval request to the relevant stakeholders based on predefined rules, such as requiring approval from a sales manager or review by the finance department. 

5. Manager Approval Process 

  • Designated managers receive automated notifications via email or Microsoft Teams for approval. 
  • Managers can review the customer account details directly from the notification and approve or reject the request. 

6. Completion and Integration 

  • Once all necessary approvals are received, Power Approvals updates the customer account creation status in Dynamics 365 Business Central. 
  • Users receive notifications confirming the approval and can finalize the customer account setup, which initiates the subsequent sales and billing processes. 

Additional Tips 

  • Make sure all relevant stakeholders are set as approvers in the Power Approval configuration. 
  • Respond to approval requests promptly to avoid delays in setting up customer accounts and subsequent sales processes.