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Steps to install APSD in D365 PowerApps platform

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titleGranting access to the environment to other developers

https://admin.powerplatform.microsoft.com/environments/d4af4054-dad9-431a-8a39-527b4b690886/securityroles/d875496e-3318-ec11-b6e5-000d3a09d85b/members

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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

  3. Create the following new roles, case sensitive.

    • AP Engineer

    • AP Clerk

    • AP Manager

    • AP Invoice Manager

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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

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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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