Workflow Approval in MS Teams - Dynamics 365 Finance & Operations

In this blog post, I'll explain how to set up the workflow approval process for Dynamics D365 FO directly from MS Teams. Specifically, we'll focus on utilizing the general journal workflow for approvals within Teams.

Workflow for General journal already configured in Dynamics 365 Finance and Operation which will use in business event in step 2.

Step 1: Create the new Flow

Go to the https://make.powerautomate.com/ and create new flow and select the Triger "When a Business Event occurs", New Flow will create.

Step 2: Fill the values in the Business event

Fill the values in the event :

Instance: Select the URL of environment

Category: Workflow workitem

Business event: search the work flow which will use in team approval(which created in FO)

Legal entity: legal entity.

Step 3: Add Parse JSON connector

Add the new step in flow of "Parse JSON" connector.

• In contents select the body of previous step (When a Business Event occurs) from dynamic content

• To get the Schema section, navigate to D365 FO and go to the Business Events Catalog form (located at System administration > Setup > Business events > Business events catalog). Search for your workflow and download its schema

• Open the downloaded file in notepad, copy all text and and past in schema section and press save button

Navigate to D365 FO again and go to the Business Events Catalog form (located at System administration > Setup > Business events > Business events catalog). In the endpoints section, there will be new end point created

Step 4: Add Execute action

Add new step in flow of execute action of Fin & ops app

• Fill the values in the event Instance: Select the URL of environmentAction: WorkflowWorkItems-validateWorkflowWorkItemInstanceId: select expression and enter "body('Parse_JSON')?['WorkflowWorkItemInstanceId']"

Step 5: Add condition

Add new step in flow and select "condition" connector:

select the value of execution action

Step 6: Add action If yes, "Start and wait for an approval"

Add new step in flow and select "Start and wait for an approval" connector

Approval type: Approve/Reject - First to respond

Title: Add expression "body('Parse_JSON')?['WorkflowDocument']"

Assigned to: Add expression body('Parse_JSON')?['WorkflowUserEmail']

Step 7: Add Apply to each

Add new step in flow and select "Apply to each" connector

Step 8 : Add Execute action

Add new step in flow and select "Execute action" connector

Instance: Select the URL of environment

Action: WorkflowWorkItems-complete

WorkflowWorkItemInstanceId: select expression and enter "body('Parse_JSON')?['WorkflowWorkItemInstanceId']

Outcome: Outcome response of Start and wait for an approval connector

RunAsUser: select expression and enter body('Parse_JSON')?['WorkitemOwner']

Step 9: Final step

Once all the steps are completed, simply click on the save button, create the new general journal and submit it to the workflow. The following screen will then appear on Teams, Click on approve button, workflow will approve!

Thank you for taking the time to read the article.