Power Platform Set Up

This is a one-time setup needed if you want the option to use our Power Platform processes that will be released in the future. Our first option we have built will work with the Accounts Receivable power bi report ID734, but we have plans to roll out for other processes.

Client Side Setup (O365)

Licensing

Create a CEOJuice O365 Account with the following licenses and provide our team with the credentials for that account.
 

1. Power Automate Premium
2. Power Apps Premium Per User
3. Power BI Pro

Note: Each of our processes require a slightly different licensing package, so please refer to the process documentation on which of the above are required.
 

Access

1. If the process requires Power Apps, we will also need a security group with users who require access to the app and its associated flows. Each user will need a Power Apps Premium per-user license or a Pay-As-You-Go Plan.

Create Azure AD App Registration (REQUIRED FOR ALL POWER PLATFORM IDs)

1. Go to https://portal.azure.com
2. Search for App Registration, click New Registration
3. Provide the name “CEOJuice”, keep other fields with default value and click Register
4. Once the App is created, go to API Permissions, click Add a Permission>Select Dynamics CRM>User Impersonation>Add Permission > Grant Admin Consent for <tenant>
5. Go to Overview > Client credentials > New Secret. Copy the value into a notepad as this will be needed later and you won’t be able to get it once navigate away from this page.

 Come back to overview and copy the Application (client) ID and Directory (tenant) ID in the same notepad. CEOJuice will need these 3 values while creating service connection

Add the service principal as App user into Power Platform destination environment. (**CAN NOT BE DEFAULT ENVIRONMENT**)

1. Go to Power Platform Admin Center>Environments
2. Select your Destination Environment (Preferably dedicated environment named “CEOJuice”)
   1.  
      1. Note: Dataverse is needed in this environment
      2. Provide the CEOJuice@ user with access to the Environment using the below steps:
         • Go to Power Platform Admin Center: https://admin.powerplatform.microsoft.com
         • Environments → click [CEOJuice].
         • Users (under Access) → Add User → find [ceojuice@[domain]] → assign Environment Maker AND System Administrator → Save.
           
3. Retrieve the business unit and save it for the next step from the Environment home page

1. From right navigation, Users >See All>App users list
2. Click New App user>search for the App created in Previous step>Add it and provide System Customizer or System Administrator role.

Get the environment URL

Go to Power Apps > Select your CEOJuice environment >Go to Settings>Session details>copy the Instance url

1. Paste it into the “Power Platform” external credentials set on our website
2. Once you have entered your Power Platform credentials in Profile/Integrations, then use the Variable 6 drop down in variable to point to those credentials.

Turn on Code Apps for the Environment (ID283 Specific)

• HOW TO LINK HERE

Frequently Asked Questions (FAQs)

• What Are You Giving CEOJuice Access To?

You are providing CEOJuice access to your Microsoft 365 (O365) tenant and Power Platform environment by setting up an Azure AD App Registration and assigning the necessary permissions.

• What will this access allow CEOJuice to do?

a) Automate processes using Power Automate

b) Connect to and interact with your Power Platform environment (Power Apps, Power Automate, Power BI)

c) Enhance functionality and efficiency within your existing systems

• What will this access NOT allow CEOJuice to do?

a) CEOJuice cannot access or control your emails, Teams chats, or files in OneDrive/SharePoint

b) CEOJuice does not have permission to manage users or make security-related changes to your Microsoft environment

c) CEOJuice cannot create service principals or make purchases on your behalf