awisto ApprovalPLUS
for Dynamics 365 CE

Manage approvals & authorizations

Who has which approvals and authorizations for your CRM data? Maintain full control at all times thanks to a unique overview of approvals and authorizations. Define criteria and access levels for who can see, edit or delete what.

Data protection – control access rights
with awisto ApprovalPLUS

Sensitive data and information in particular should not be accessible to everyone. Your data in Dynamics 365 CE should therefore be shared specifically and securely with selected employees. This way, you always know who has been granted or given which approvals and authorizations.

Do you want to manage approvals quickly and easily – even in large quantities? awisto ApprovalPLUS is an innovative tool that gives you complete control and an overview of your approvals in Dynamics 365 CE. It can be linked to any entity in the CRM and shows you the approvals as a list view directly on the individual forms. You can assign, delete or add approvals according to items, access levels or other criteria.

  • Assigning approvals and authorizations for entities (especially sensitive) CRM data
  • Overview of all granted and received approvals in the system
  • Manage approvals individually or in bulk, as required
  • Automate approvals via workflow, e.g. for vacation substitution, approval processes, etc.
  • Searchability of approvals for all data records/users
  • Centrally control and adjust the configuration of approvals
  • Reporting on authorizations
  • Execution directly in the toolbar on selected main forms
  • Always keep an eye on all assigned access rights to data/entities
  • Workflow support
  • Optional reporting to meet data protection requirements

Request now

A blonde woman in jeans and a striped sweater - she's happy because approving documents is easy with awisto ApprovalPLUS

More functions in your CRM with ApprovalPLUS – test it now!

Test PhonePLUS free of charge for 3 months – we will take care of the installation and look forward to your feedback on our extended CRM functions!

Guido Peter, Co Head ICT der SOUDRONIC AG

Contact us

Our awisto Sales Manager Tobias Heck advises you on open questions about CRM, Power Platform, CRM Service, industry solutions & CRM add-ons

“How do you manage approvals and authorizations correctly in CRM? I’ll be happy to show you how.”

Tobias Heck

Sales Manager

+49 (711) 490534-30

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