How to approve mail box in dynamics 365 power objects
In Dynamics 365, Power Apps, and Power Automate (formerly Microsoft Flow), you can create a mailbox approval process to automate the approval of emails sent to a specific mailbox. Here's a step-by-step guide to approve a mailbox in Dynamics 365 Power Apps:
Prerequisites:
- You have a Dynamics 365 instance with Power Apps and Power Automate enabled.
- You have a mailbox set up in your organization's email system (e.g., Exchange Online, Office 365).
- You have a Power Apps account and are familiar with its basics.
Step 1: Create a new Power App
- Go to Power Apps and sign in with your credentials.
- Click on "Create an app" and select "Blank app" as the template.
- Give your app a name, and click "Create".
Step 2: Connect to your mailbox
- In your new Power App, click on "Data" in the top navigation menu.
- Click on "Connectors" and search for "Office 365 Outlook".
- Select the "Office 365 Outlook" connector and click "Connect".
- Sign in with your Office 365 credentials to authenticate the connection.
- Select the mailbox you want to approve emails from and click "Connect".
Step 3: Create a new approval process
- In your Power App, click on "Flows" in the top navigation menu.
- Click on "New flow" and select "Approval" as the flow type.
- Give your flow a name, and click "Create".
Step 4: Configure the approval process
- In the approval flow, click on "Add an approval step".
- Select "Office 365 Outlook" as the trigger and choose "New email" as the trigger type.
- Configure the trigger to monitor the mailbox you connected in Step 2.
- Add an "Approver" step to the flow by clicking on "Add an approval step" again.
- Select "User" as the approver type and choose the users or groups you want to approve emails.
- Configure the approval settings as needed (e.g., approval type, expiration date).
Step 5: Test the approval process
- Send an email to the mailbox you configured in Step 2.
- The email should trigger the approval flow, and the approver(s) should receive an approval request.
- The approver(s) can approve or reject the email, and the flow will update the email status accordingly.
Step 6: Deploy the approval process
- Once you've tested the approval process, deploy it to your production environment.
- Make sure to update the flow's settings to reflect your production environment's configuration.
That's it! You've successfully created an approval process for a mailbox in Dynamics 365 Power Apps.