Approval Management

by Intech Systems Pvt Ltd.Microsoft 365Paid

Configure approval workflows, requests, matrices, delegations, and history in Dynamics 365.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Approval Management — screenshot from the Microsoft Marketplace listing

What it does

Defines approval workflows using hierarchy, price, percentage, or custom XML rules. Administrators can create multi-level approval matrices, generate requests with Fetch XML, and start requests using preset criteria. Approval requests can be approved or rejected within Teams and Outlook. The app maintains approval history in Dynamics 365, including progress, approvers, and comments.

Key capabilities

from the Microsoft Marketplace listing

Approval workflow rules

Configures hierarchy, price, percentage, or custom XML approval rules.

Approval matrices

Creates multi-level approval matrices for business processes.

Fetch XML requests

Generates approval requests using Fetch XML filters.

Bulk approvals

Approves or rejects multiple requests with a single click.

Approval initiation

Starts approval requests through a Send for Approval action.

Delegation management

Changes delegations within approval requests or matrices.

Approval history

Maintains progress, approvers, and comments in Dynamics 365.

Who it's for

Dynamics 365 administrators.

How it compares

Approval Management is paid and cloud-deployed. CRM As A Service, Rolldog Ltd, Nimble Contacts, and CRM Hub are cloud-deployed with unknown pricing, while Power-CRM Contact Management is paid and cloud-deployed. Approval Management was updated on Jan 2026; the alternatives show update dates from Apr 2022 to Aug 2026.

NamePricingDeploymentUpdated
Approval Managementthis pluginPaidCloud
CRM As A ServicePrice not publishedCloud
Rolldog LtdPrice not publishedCloud
Nimble ContactsPrice not publishedCloud
CRM HubPrice not publishedCloud
Power-CRM Contact ManagementPaidCloud

In the catalog

231 plugins in Microsoft Teams · Sales

Price distribution: 5 free, 6 freemium, 80 paid, 140 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Microsoft Teams
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Are you tired of endless approval delays and tangled workflows in your CRM? Are the gaps in your CRM causing approval bottlenecks and process hassles? Introducing Intech's game-changing solution designed to transform your D365 experience. Say goodbye to approval complexities and embrace the simplicity of seamless …»

Official marketplace listing

Publisher
Intech Systems Pvt Ltd.
Updated on marketplace
Facts verified

Tags

approvalmanagementcrm