Dynamics CRM: Configure Approval Process

Here I will demonstrate how we can configure Approval process in Dynamics CRM.

In Dynamics CRM most of the time we need an approval process for our custom entity or system entity.

Here I am taking example of Case entity.

For this configuration I have used below three custom entities:

1. Workflow Template
2. Workflow Template Steps
3. Workflow Template Transit
4. Workflow Template Transit History

To implement approval, I have use three custom fields on case entity.

1.       Workflow Template
2.           Current Workflow Step
3.         Workflow Approval Status

Steps: -

1.     Install solution in your organization. Solution
2.     Configure Workflow Template. Setting-> workflow template
3.     Configure Workflow Template Steps. Setting-> workflow template steps
4.      Configure Workflow Template Transit. Setting-> workflow template transit (make sure first step name should be 1) and also make sure “Workflow Step2” will act as “Workflow Step1” for next step.

 5.  Create case with Workflow template

6. Click on “Approve” button if want to next step, if user is authorize workflow step will move to next step and history will created.

7.       Click on “Reject” button if want to reject the workflow.
8.       If workflow on last step and user click on “Approve”. Case Workflow Approval status will change to Approved.

9. You need to configure email step in “Set next workflow step” process. If you want user/Team should get notified when workflow assign to that user/Team

10. You can create new process(on Case Workflow Approval Status) if you want Case owner should notified if workflow is approved or rejected