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Le, Michelle

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titleGranting access to the environment to other developers

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titleHow to create new security roles

Security roles are now included as part of the solution and will be migrated between environments as part of it.

  1. Click on the settings icon in the top right corner, then navigate to Advanced settings → Security → Security Roles

  2. Select Service Writer and perform a copy role

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  3. Create the following new roles, case sensitive.

    • AP Engineer

    • AP Clerk

    • AP Manager

    • AP Invoice Manager

Export the solution

Data will not be migrated between environments. This would need to be done separately using Excel files.

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  1. On the left hand menu, navigate to Data → Custom Connectors

  2. Click on + New → Other → Custom connector.

  3. In the Connector Name field, type “APSR”.

  4. Toggle the Swagger Editor to ON, delete all the code and copy/paste the code from the APSR.json file.

  5. Toggle the Swagger Editor to OFF.

  6. Ensure you are in the General tab and then verify that the Host and Base URL point to the correct location for the environment you are in (refer to chart below).

  7. Click Create connector.

  8. Click on the Test tab, then + New connection.

  9. Enter the API Key and click Create connection.

  10. Repeat steps 3-9 to create the SIAPI connector using the SIAPI.json file.
    **This API doesn’t require an API Key.

  11. Repeat steps 3-10 to create the SPAPI connector using the SPAPI.json file.

  12. Repeat steps 3-10 to create the MTAPI connector using the MTAPI.json file.

  13. Repeat steps 3-10 to create the TMAPI connector using the TMAPI.json file.

  14. For all 5 connectors, share them with the organization.

    • Click ... → Invite another user → Share with org → Save.

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    • You can also give edit rights to other developers here.

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titleMicrosoft Bug: Cannot share custom connectors contained within a solution (Workaround - FAILED)

There is a bug with D365 that doesn’t allow sharing of custom connectors if they are included in a solution. Workaround: https://youtu.be/ROKO589RBnQ

  1. Go to Data → Tables → Connector table → Data tab.

  2. Select the connector and click on Edit Record.

  3. Click SHARE → Add User/Team → Select Team in the Look for dropdown.

  4. Check off the team that is named after the environment.

  5. Click Select → Add.

  6. Ensure that they only have Read access (for other users, refer to chart below).

  7. Click Share.

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Import the solution

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