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Steps to install APSD in D365 PowerApps platform

 How to switch to classic D365

Click Solutions → APSD → ... → Switch to classic

 How 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

Export the solution

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

  1. Return to the modern Power Apps UI and select the environment you are migrating from.

  2. Click on Solutions on the left-hand menu and then click on the APSD solution.

  3. Click Publish all customizations in the top menu bar.

  4. Switch to the Overview tab on the side and click Export → Next.

  5. Increase version number as applicable, and select Unmanaged, then click on Export.

We have to export it as unmanaged due to the custom connectors, which cannot be exported as part of the solution. They need to be recreated in the new environment and then the app must be updated to point to the “new” connectors. Once Microsoft fixes this bug, we can then migrate the connectors as part of the solution and this should allow us to use a managed solution.

Creating custom connectors in new environment

Must be done before importing the solution & only for NEW EMPTY environments.

The custom connectors cannot be created/added to a solution as there is a bug with Power Apps that does not allow them to be shared in this scenario. The workaround provided by Microsoft also does not work.

  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 (RDIMS 17999814) 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.

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

  15. On the left hand menu, navigate to Data -> Connections.

  16. For each connection, share them with the organization.

    • Click ... → Share → + Add everyone in my org → Save.

 Microsoft 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.

Import the solution

  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 connections that are showing as not connected - 5 connections (APSR, MTAPI, SIAPI, SPAPI, TMAPI), Office365Users and APSD_Translations.

  4. Add all of them back.

  5. For APSD_Translation, connect to SharePoint data connector. In the box enter the following URL: https://034gc.sharepoint.com/sites/DSD-CivilAviation/Lists/APSD_Translations/AllItems.aspx

  6. Check off the APSD_Translations list & click Connect.

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

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

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

  10. Save and Publish the app.

Importing/Migrating Data

When setting up a new environment, all lookup data must be brought into the environment. This can be done either through creating a dataflow to migrate data between environments or by importing the data from an Excel spreadsheet.

 Importing SCRAM task data

Alternative solution: Follow https://docs.microsoft.com/en-us/powerapps/developer/data-platform/dataverse-odata-dataflows-migration to create a dataflow to migrate the data between environments. This currently exists for QA → ACC.

  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.

 Importing AP task data 

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

Flows

 Timesheet 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.

 Timesheet 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:

      <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.

  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. 

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

 Importing 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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