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Steps to install APSD in D365 PowerApps platform

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  1. Go to edit the Service Request Canvas app.

  2. When prompted, select Don't Allow.

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    Remove all 5 connections and Office365Users

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    Add all of them back.

  5. Run the App Checker and ensure no errors are reported.

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  6. Save and Publish the app.

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  1. Go to the environment that has the master set of data for the SCRAM tasks. Currently, this is QA.

  2. On the left menu, go to Data → Tables, then open the Scram Tasks table.

  3. On the top menu, click on Data → Export data. Once the export has been successfully completed, click on Download exported data.

  4. Unzip the csv file.

  5. Switch to the environment you are deploying to.

  6. On the left menu, go to Data → Tables, then open the Scram Tasks table.

  7. On the top menu, click on Data → > beside Get data → Get data from Excel.

  8. Upload the csv file from step 4. If there are any mapping issues, fix them.

  9. Click Import. Wait for the process to complete, then verify that the data was imported.

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  1. Follow the same steps for Importing SCRAM task data using the AP Task table instead.

Flows

 For timesheet notifications, approval and importing all users
Info
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titleTimesheet Approval Notifications

Name: Flow - TimeSheetNotifications

Description: This Power Automate Flow triggers when the “ap_timsheetstatus” field is modified to “Rejected”. The flow sends an email to the submitter.

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titleTimesheet Approval – Add to CRSM 

Name: Flow - Push Approved Time Entries To CRSM

Description: This Power Automate Flow triggers when the “ap_timsheetstatus” field is modified to “Approved”. The flow uses the “TMAPI” custom connector, specifically the following end points: 

  1. Add a time entry

    1. To add a time entry, the flow gets all the rows where the current timesheet is approved from the “Time Entries” table filtered via a FetchXML query to only get the rows where “Added to CRSM” is false and hours are not empty or null. Here’s the query:

      Code Block
      languagexml
      <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="ap_timeentry">
    <attribute name="ap_timeentryid" />
    <attribute name="ap_timeid" />
    <attribute name="createdon" />
    <order attribute="ap_timeid" descending="false" />
    <filter type="and">
      <condition attribute="ap_addedtocrsm" operator="eq" value="0" />
      <condition attribute="ap_timesheet" operator="eq" uitype="ap_timesheet" value="{@{triggerOutputs()?['body/ap_timesheetid']}}" />
      <condition attribute="ap_employeelogin" operator="eq" value="@{triggerOutputs()?['body/ap_employeelogin']}" />
      <condition attribute="ap_timecard" operator="eq" value="@{triggerOutputs()?['body/ap_reportingperiod']}" />
      <condition attribute="ap_timeentryhours" operator="not-null" />
    </filter>
  </entity>
</fetch>

    2. Create a time entry record in the CRSM database.

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  2. Add hours to time entry

    1. This endpoint is used to create a record for adding hours for the time entry that was created in the previous step. Depending upon the “ap_timeentrytype” i.e. “Regular”, “Travel” or “Other”, corresponding action is called. 

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  2. At the end of the flow, the flag “Added to CRSM” is set to true in the Time Entries table. 

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Expand
titleImporting Users and Setting Roles:

Name:Flow – Import Users and Roles

Description: This Power Automate Flow can be manually triggered to import users from an Excel file (see screenshot below) into the Dynamics 365 “Users” table in the target environment. The Flow also associates users with their managers as listed in the Excel file and assigns them the roles as per the Excel file. This Excel file can be stored on the executing user’s OneDrive.  

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