Sales Approval App for Dynamics 365 Sales

The Sales Approval App enables standardized, automated approval processes for Quotes, Orders, and Invoices. Integrated with Microsoft Teams and Outlook, it ensures quick review cycles, faster decision-making, and full audit visibility across all sales documents.

• Centralized Approval Framework: Unified approval logic for all sales entities.
• Multi-Channel Approvals: Supports Teams, email, and in-app approval actions.
• Automated Notifications: Sends alerts to approvers with document details and action options.

• Quote Approval Configuration

Defines approval rules for Quotes, allowing routing based on discount, amount, margin, or territory criteria. Automatically notifies approvers and tracks approval status in real time.

• Order Approval Configuration

Implements approval checks for Sales Orders, validating pricing, credit limits, and terms before confirmation. Sends automated requests to assigned approvers.

• Invoice Approval Configuration

Applies approval validation for Invoices before posting or customer submission. Ensures accuracy, compliance, and manager oversight.

Supported countries: All countries where Microsoft Dynamics 365 Power platform is available.

Supported Languages: This app is available in English (United States).