An introduction to Microsoft Approvals using Power Automate.

Within a business, there are many tasks that often require approval, whether it be a customer quote, an employee holiday request, a work order, or something else. This process is common across almost every area and can be difficult to track and manage when so many systems and people are involved.

With Microsoft Power Automate, you can manage the approval of documents or processes across several services, including SharePoint, Dynamics 365, Salesforce, OneDrive for Business, and more.

As a result, you save time, enforce internal compliance, create an audit trail and streamline your request processes, therefore improving productivity and efficiency.

Examples of how you could use Microsoft Approvals

The use of Microsoft Approvals for organisations is endless and the functionality makes it very easy to use, with the ability to use it for almost any scenario that requires approving or declining. Below are some everyday examples of how your business could utilise Approvals:

  • Approving Holiday Requests
  • Managing or Assigning Tasks
  • Purchase Approvals
  • Work Order Approvals
  • Quote Approvals
  • Event Attendance Approvals
  • Acknowledgment of Code of Conduct or Working Practices

Additionally, using Microsoft Approvals means that your processes are fully traceable as it is not possible to remove earlier entries from the tracking list, ensuring full transparency.

Demo Video: An introduction to Microsoft Approvals using Power Automate

One of our Technical Consultants demonstrates how to create an Approval Workflow using Power Automate in our recent video…

Video Timestamps:

  • An introduction to Microsoft Approvals using Power Automate [00:00]
  • Overview [00:08]
  • Advantages [00:23]
  • How it works [00:30]
  • Microsoft Approvals and Microsoft Teams [03:52]
  • Canvas Apps – Examples [04:47]

Approvals in Microsoft Teams

As demonstrated in the video, Approvals is also available directly within Microsoft Teams, allowing users to create, manage, and share approvals directly from the Teams Apps.

You can find out more about this here.

microsoft teams approvals shown on tablet and mobile

Get in touch

To find out more about Microsoft Approvals or to discover how PragmatiQ Solutions can support your business, please get in touch via the contact form below, or email us at [email protected] / call us on 01908 038110.