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Steps to install APSD in D365 PowerApps platform |
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On the left hand menu, navigate to
Data→Custom ConnectorsClick on
+ New→Other→Custom connector.In the Connector Name field, type “APSR”.
Toggle the
Swagger Editorto ON, delete all the code and copy/paste the code from the APSR.json file.Toggle the
Swagger Editorto OFF.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).
Click
Create connector.Click on the Test tab, then
+ New connection.Enter the API Key (ask Le, Michelle for them) and click
Create connection.Repeat steps 3-9 to create the SIAPI connector using the SIAPI.json file.
**This API doesn’t require an API Key.Repeat steps 3-10 to create the SPAPI connector using the SPAPI.json file.
Repeat steps 3-10 to create the MTAPI connector using the MTAPI.json file.
Repeat steps 3-10 to create the TMAPI connector using the TMAPI.json file.
For all 5 connectors, share them with the organization.
Click
...→Invite another user→Share with org→Save.
You can also give edit rights to other developers here.
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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
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Import the solution
Click on
Solutionson the left-hand menu and thenImportin the top menu bar.Select
Browseand point to the zip file,APSD_1_0_0_X.zip, created in the export solution steps. "X" will be the current iteration number at the time of deployment.Click
Nexttwice and create a new connection for both Outlook and Dataverse.
For both connectors, select a predefined system account that is a System Administrator. This information needs to be handed over by the Exchange group, in the DEV environment we are using our own accounts.
Click
Importand wait for the process to finish.Click on
Publish all customizations.
Update connectors in the Canvas app
Go to edit the Service Request Canvas app.
When prompted, select
Don't Allow.
Remove all 5 connections and Office365Users
Add all of them back.
Run the App Checker and ensure no errors are reported.
Save and Publish the app.
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Go to the environment that has the master set of data for the SCRAM tasks. Currently, this is QA.
On the left menu, go to
Data→Tables, then search for open the Scram Tasks table.On the top menu, click on
Data→Export data. Once the export has been successfully completed, click onDownload exported data.Unzip the csv file.
Switch to the environment you are deploying to.
On the left menu, go to
Data→Tables, then search for open the Scram Tasks table.On the top menu, click on
Data→>beside Get data →Get data from Excel.
Upload the csv file from step 4.
27. Select the csv file and click on Map Columns
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28. Map Code, Name English and Name French columns
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If there are any mapping issues, fix them.
Click
Import. Wait for the process to complete
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, then verify that the data was imported.
30. Edit the Service Requests Canvas app
31. When prompted select Don’t allow
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32. Remove all 5 connections and Office365User, too
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33. Add all of them back including Office365User, too
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34. Run App checker and make sure no errors are reported
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35. Save and publish the app
AP Task import
Steps to import AP Tasks:
Prepare Excel with tasks in the following format
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2. Navigate to the
AP Tasks table in target environment and select Get Data as shown below:
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3. Click on “Get data from Excel” and the following screen should open. Choose the excel file that was prepared in step 1 and click import.
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Importing AP task data
Follow the same steps for Importing SCRAM task data using the AP Task table instead.
Flows
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For timesheet notifications, approval and |
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importing all users |
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Flow for Timesheet Approval Notifications
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Name: Flow - TimeSheetNotifications
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