Introduction to Microsoft Approvals with Power Automate

How do Microsoft Approvals and Power Automate Collaborate?

In any organisation, a wide range of activities require approval, from customer quotes and work orders to employee holiday requests and more. Effectively managing these approval processes across multiple systems and stakeholders can pose a significant challenge.

By combining Microsoft Approvals with Power Automate, organisations can centralise and automate their approval workflows across key platforms like SharePoint, Dynamics 365, Salesforce, OneDrive for Business, and more. This approach not only enhances visibility and consistency but also helps teams move faster while maintaining control and compliance.

Some of the key benefits of combining Microsoft Approvals with Power Automate include:

• Streamlined approval routing
• Real-time status tracking
• Automatic audit trails for compliance
• Reduced risk of manual errors
• Improved collaboration between teams

Examples of how you could use Microsoft Approvals

The flexibility of Microsoft Approvals makes it adaptable to numerous organisational needs. Here are some everyday scenarios where your business can leverage Microsoft Approvals:

• Approving  holiday requests
• Managing or assigning tasks
• Purchase approvals
• Work order approvals
• Quote approvals
• Event attendance approvals
• Acknowledgement of code of conduct or working practices

Each of these workflows can be easily customised using Power Automate to suit your organisation’s needs, creating a more efficient and transparent process.

Demo Video: Introduction to Microsoft Approvals using Power Automate

Witness firsthand how to create an Approval Workflow using Power Automate in our recent video demonstration:

Microsoft Approvals in Teams

As showcased in the above demo video, Microsoft Approvals is seamlessly integrated within Microsoft Teams, empowering users to create, manage, and share approvals directly from the Teams Apps.

Let’s talk about automating your workflows

There are various processes you should automate using Microsoft Power Automate, including helping businesses automate and streamline other repetitive processes, such as data synchronisation, email notifications, and data extraction from various sources.

These capabilities not only save time and effort but also ensure consistency and accuracy in operations. The benefits and uses of Power Automate extend further by enabling seamless integration between different applications and services, enhancing collaboration across teams, and improving overall productivity.

If you’d like to explore how Microsoft Approvals with Power Automate could support your organisation, our team is here to help. Get in touch via our contact form, email us at info@pragmatiq.co.uk, or call 01908 038110.