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Steps to install APSD in D365 PowerApps platform

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  1. Click on Solutions on the left-hand menu and then Import in the top menu bar.

  2. Select Browse and 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.

  3. Click Next twice and create a new connection for both Outlook and Dataverse.

  4. 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.

  5. Click Import and wait for the process to finish.

  6. Click on Publish all customizations.

Update connectors and dropdowns in the Canvas app

  1. Go to edit the Service Request Canvas app.

  2. When prompted, select Don't Allow.

  3. Remove all 5 connections and Office365Users

  4. Add all of them back.

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

  6. Go to the “New Service Request Step One Screen" and click on the cboNapaProject element. Turn on “Allow searching” in the properties.

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  7. Go to the “New Service Request Step Three Contact Info Screen” and click on the cboFindOrganizationAlt element. Turn on "Allow searching" in the properties.

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  8. 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 DataTables, then open the Scram Tasks table.

  3. On the top menu, click on DataExport 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 DataTables, then open the Scram Tasks table.

  7. On the top menu, click on Data> beside Get dataGet 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

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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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