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Email approval in Business Central processes: include the right decision-maker, with or without an ERP license

Email approval for GRC processes in Business Central: anyone with an inbox can approve or reject, and each decision stays inside the process flow.

May 8, 2026 - A Way How Product Team

Email approval in Business Central processes: include the right decision-maker, with or without an ERP license

A sales rep is about to close an important deal. Pricing is agreed, terms are clear, and the customer is aligned. One final validation is still missing from someone who does not use the ERP in their daily routine. It might be a customer, an external stakeholder, or an internal person who works mainly through email.

This is usually where friction begins: calls, forwarded threads, scattered messages, and the classic "they already told me yes". The deal moves forward, but formal approval does not always end up where it should.

Business Central has a basic approvals module, but in many commercial workflows it falls short when the decision depends on someone who does not work inside the ERP.

With AWH, this changes in a simple way: the person who must decide can do it by replying to an email, and that decision becomes part of the process inside Business Central.

Real value for sales teams

For a sales team, the time between "everything is ready" and "it is approved" is critical. If that phase drags, the opportunity cools down. If it is handled outside the system, control is lost.

Email approval helps with both:

  • It speeds up decisions when approvers are not ERP users.
  • It removes bottlenecks caused by access, licensing, or unnecessary learning curves.
  • It reduces parallel conversations with little usable traceability.
  • It keeps the process in Business Central, where the operational history should live.

You do not need every approver to learn screens, menus, and ERP navigation. If they can use email, they can participate.

A common sales scenario

Imagine a proposal with an exceptional discount. Sales works it, finance reviews it, and one last green light is needed from someone who does not operate in Business Central.

Without this capability, closure often depends on chasing responses by phone or through loosely structured email threads. The moment someone asks "who approved this, and when?", the hunt begins.

With AWH email approval, the flow is different:

  1. The process reaches the approval stage.
  2. A predefined email is automatically sent to the decision-maker.
  3. The person replies with a yes or a no.
  4. The process moves forward or closes based on that response.

The deal keeps momentum, and the team still has a clear decision sequence inside the flow.

Democratize approval, not disorder

When we say "democratize," we do not mean opening everything to everyone without criteria. We mean something specific: allowing the right person to participate in the decision, even if they are not a regular ERP user.

For the business, this has real impact:

  • Sales can close without waiting for everyone to have system access.
  • Operations gets approvals faster.
  • Finance and internal control keep visibility.
  • Leadership avoids last-minute debates caused by missing evidence.

Yes, it is an operational improvement. But it is also a trust improvement across teams: sales feels the process supports closure instead of slowing it down, while internal control keeps clear rules without becoming a blocker.

How does it work?

Without getting too technical, there are three key points:

  • The email template sent to the decision-maker can be defined and customized for each approval process.
  • The email reply is interpreted as approval or rejection when the system detects a "Yes" or a "No" in the message, supporting more than 20 languages.
  • It is recommended to define reasonable time limits so an approval does not stay open indefinitely.

With that, you already have a solid base to use this capability in a safe and practical way.

What changes after activation?

The shift is not just "now we can do this by email too." What changes is the process experience:

  • Less manual coordination is needed.
  • There are fewer interruptions for the sales team.
  • Operations gets unblocked sooner.
  • Traceability improves without adding bureaucracy.

In short: making a decision takes less effort, and justifying it takes less effort too.

And when this happens consistently, it shows up in what the business actually cares about: fewer deals stuck in the final stretch.

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Email approval in Business Central processes: include the right decision-maker, with or without an ERP license | Blog | AWH