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Approvals & Workflow with Teams/Outlook Cards for Business Central — A multi-level, conditional approval engine for Dynamics  — 1/1イメージプレビュー

A multi-level, conditional approval engine for Dynamics 365 Business Central that pushes approve/reject adaptive

cards into Microsoft Teams and Outlook — surpassing native BC workflow with substitute routing, mobile push, and a tamper-evident audit trail. Built and installed by

ECOSIRE as a per-tenant AL extension on your tenant.

Approvals & Workflow with Teams/Outlook Cards for Business Centralとは?

A multi-level, conditional approval engine for Dynamics 365 Business Central that pushes approve/reject adaptive cards into Microsoft Teams and Outlook — surpassing native BC workflow with substitute routing, mobile push, and a tamper-evident audit trail. Built and installed by ECOSIRE as a per-tenant AL extension on your tenant. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.

主な機能

Multi-level conditional approval matrices keyed on document type, amount thresholds, dimensions, vendor/customer, or any custom field
Approve/reject adaptive cards delivered into Microsoft Teams chats and Outlook inboxes — act without opening the BC web client
Responses flow back through the Business Central REST/OData v4 API and update the standard Approval Entry record
Substitute and out-of-office routing that auto-reassigns pending approvals to a delegate
Mobile push approvals via the Teams app — decide from a phone with full document context on the card
Tamper-evident audit trail of every request, approval, rejection, delegation, and escalation with user, timestamp, and comment
Job Queue-driven escalations and reminders on a configurable schedule (e.g., escalate after 48h)
Built as table/page extensions and event subscribers on the standard approval codeunits — extends BC, never forks it
Amount- and dimension-based parallel or sequential approval chains with quorum rules
Optional Power Platform / Dataverse integration for environments standardized on Teams + Power Automate
Per-tenant extension install with scoped permission sets so only authorized users manage workflow setup
Configurable card content — document lines, attachments link, and approver comments captured back into BC

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

  1. 1

    ご注文

    一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

  2. 2

    構築とインストール

    ECOSIRE がお客様の Dynamics 365 Business Central 上で構築・設定・インストールします。

  3. 3

    本番稼働 + サポート

    約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。

この製品について

Native Business Central approvals are limited: a fixed approver hierarchy, email notifications that bounce you back into the web client, and little room for conditional logic without code. This ECOSIRE extension replaces that with a real workflow engine — and lets people approve where they already work.

What it does. We build a per-tenant AL extension that adds conditional, multi-level approval matrices on top of the standard Approval Entry and Workflow tables. Routing is driven by document type, amount thresholds, dimensions, vendor/customer, or any field you choose — implemented with table extensions, page extensions, and event subscribers on the standard approval codeunits (so we extend BC, never fork it). When a document enters approval, the engine calls out through an Azure-hosted relay to post an adaptive card into the approver's Microsoft Teams chat and Outlook inbox. They approve or reject inline; the response flows back via the BC REST/OData v4 API and updates the approval entry — no need to open the web client.

Beyond native. Substitute / out-of-office routing reassigns pending approvals automatically. Mobile push lands through the Teams app. Every action — request, approve, reject, delegate, escalate — is written to a tamper-evident audit log with user, timestamp, and comment. A Job Queue entry handles escalations and reminders on a schedule you set.

How we deliver. This is build-to-order. After purchase, ECOSIRE scopes your approval rules, builds the extension, installs it as a per-tenant extension (or via your Power Platform / Dataverse environment where Teams integration warrants it), assigns the required permission sets, and validates end-to-end on your tenant — sandbox first, then production. You get the source, the documentation, and ongoing support. No AppSource listing, no instant download — a working extension on your environment.

得られるもの

  • A per-tenant AL extension (.app) built to your approval rules, installed on your sandbox then production Business Central environment
  • Azure-hosted relay/gateway configuration that bridges BC and the Teams/Outlook adaptive-card channels
  • Configured multi-level approval matrices matching your document types, thresholds, and org hierarchy
  • Permission sets scoped to workflow administrators and approvers, assigned in your environment
  • Job Queue entries for escalation and reminder scheduling
  • Full AL source code, a deployment runbook, and admin/approver documentation
  • End-to-end validation sign-off (sandbox + production) and a post-go-live support window

これは誰のためのものですか

Finance Controller / CFO

Needs enforceable spending controls — multi-level sign-off on purchase orders and invoices by amount and cost center — without chasing approvers through email. Wants an audit trail that survives a financial audit.

Business Central Administrator / IT Manager

Owns the BC tenant and wants approvals extended cleanly via a supported per-tenant extension with scoped permission sets, not brittle customizations that break on the next Microsoft release wave.

Operations / Procurement Manager

Approves dozens of documents a week and lives in Teams and Outlook. Wants to approve or reject inline from an adaptive card on desktop or mobile, with substitute routing so nothing stalls during leave.

Approvals & Workflow with Teams/Outlook Cards for Business Central の比較方法

基準エコシエールカスタムビルド競合他社Dynamics 365 Business Central 標準機能
Multi-level conditional approval matrices (amount/dimension/field-driven)付属部分的なサポート部分的なサポート部分的なサポート
Approve/reject adaptive cards inside Microsoft Teams and Outlook付属部分的なサポート部分的なサポート含まれていない
Mobile push approvals with full document context付属部分的なサポート付属含まれていない
Substitute / out-of-office automatic routing付属部分的なサポート部分的なサポート部分的なサポート
Tamper-evident audit trail of every action with comments付属部分的なサポート付属部分的なサポート
Built on standard approval tables/event subscribers (upgrade-safe)付属含まれていない付属付属
Tailored to your exact org hierarchy and document rules付属付属含まれていない部分的なサポート
Installed, validated, and supported on your tenant by the builder付属部分的なサポート含まれていない含まれていない

Approvals & Workflow with Teams/Outlook Cards for Business Central に関するよくある質問

How long until the extension is live on our environment?

Typical delivery is one working week from when we finalize your approval rules. We start with a short scoping call to map document types, thresholds, and your org hierarchy, build the AL extension, install and test it on your sandbox, then deploy to production with you. Complex matrices or Dataverse/Power Platform integration can extend the timeline; we confirm a firm date after scoping.

This is build-to-order — there's no AppSource download, right?

Correct. We do not publish this to AppSource for instant install. ECOSIRE builds it specifically for your tenant and installs it as a per-tenant extension on your Business Central environment. You receive the compiled .app, the full AL source, and documentation — it runs on your tenant, configured to your rules.

What about ongoing support and Microsoft update waves?

Each build includes a post-go-live support window for fixes and tuning. Because we build on standard approval tables and event subscribers rather than modifying base objects, the extension is resilient across BC update waves; we offer an ongoing maintenance option that retests and recompiles your extension against each major Business Central release.

Where does the Teams/Outlook delivery actually happen — does data leave Business Central?

Adaptive cards are delivered through an Azure-hosted relay we configure for your tenant. The card carries the document summary needed to decide; approval responses return through the BC REST/OData v4 API to update the Approval Entry. We scope exactly what fields appear on the card and can keep the relay within your own Azure subscription if your security policy requires it.

Can it handle parallel approvers and out-of-office cover?

Yes. Matrices support sequential and parallel chains with quorum rules (e.g., any two of three), and substitute routing automatically reassigns a pending approval to a designated delegate when an approver is marked out-of-office, with the original and the delegate both recorded in the audit trail.

受注制作
Apparel & Footwear Matrix Pack
Dynamics 365 Business Central

Apparel & Footwear Matrix Pack

Style-color-size matrix entry, seasonal merchandising and curve buying built into your Business Central as a per-tenant AL extension by ECOSIRE.

$999.00から参考価格 — 要件範囲に応じてお見積りします
見積もりを依頼

Approvals & Workflow with Teams/Outlook Cards for Business Central

A multi-level, conditional approval engine for Dynamics 365 Business Central that pushes approve/reject adaptive cards into Microsoft Teams and Outlook — surpassing native BC workflow with substitute routing, mobile push, and a tamper-evident audit trail. Built and installed by ECOSIRE as a per-tenant AL extension on your tenant.

  • Multi-level conditional approval matrices keyed on document type, amount thresholds, dimensions, vendor/customer, or any custom field
  • Approve/reject adaptive cards delivered into Microsoft Teams chats and Outlook inboxes — act without opening the BC web client
  • Responses flow back through the Business Central REST/OData v4 API and update the standard Approval Entry record
  • Substitute and out-of-office routing that auto-reassigns pending approvals to a delegate

見積もりを依頼

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