Notifications

Pre-requisites

Performing this provisioning will require the following:

• A user with System Admin or System Customizer privileges on the tenant
• Work 365 Self-Service Portal solution previously installed

Time required

This configuration is expected to take approximately 15 minutes

Overview

Work 365 Portal Notification solution provides automated flows that can drive notifications for events triggered via the Portal.

Below is the list of 4 events on the Portal that trigger the email notifications.

Description

1. Subscription Quantity Update
   An email notification is triggered to an internal user/email ID (configurable) when there has been a quantity change on a Subscription where the Provider is either a 'Manual Provider' OR 'Null Provider'

Sample email screenshot

2. License Provisioning Failed for a Subscription
   An email notification is triggered to an internal user if any error is encountered while provisioning the Subscription license.

Sample email screenshot

3. License Provisioning Successful for a Subscription
   An email notification is triggered to the portal user who updated the Subscription quantity when the license is successfully provisioned for the Subscription.
   The primary contact defined on the Billing Contract of the Subscription (in CRM) also receives a copy of this email.

4. 📘

   The email is sent only if the subscription Billable Status is 'Billable' (within CRM)

Sample email screenshot

4. Portal Invitation Redeemed
   An email notification is triggered to an internal user when a Portal User has redeemed an invitation.

Sample email screenshot

Procedure

1. Click here to download the latest ‘Work 365 Portal Notification’ solution.

2. Navigate to https://make.powerautomate.com using an account that has a System Administrator role.

   1. 📘

      You may have multiple CRM environments. Ensure you are within the correct CRM environment

3. Click on ‘Solutions’ on the left-hand side pane

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If you have any prior version of the ‘Work 365 Portal Notifications’ solution (prior to ver. 4.0.0.0) you will need to uninstall to avoid duplicate emails being sent.

4. Click on the ‘Import Solution’ button to launch the window below. Click on the ‘Browse’ button and select the solution file downloaded in step #1 above and hit ‘Next’

5. You should now see the ‘Details’ screen which provides details on the solution which is to be installed. Click ‘Next’

   

6. Power Automate needs an account through which it can perform the required actions.
   In this case, we need to connect to Dataverse/CRM to read relevant data and use Outlook/Exchange to send the notification emails. These credentials need to be set on the screen below. For the Dataverse option click ‘New Connection’

   

7. The connection wizard screen (in a new browser tab) as below. Click the ‘Create’ button which will prompt you to log in again.

8. Once the connection has been created, go back to the previous tab where you should now see a ‘refresh’ option

   

9. Follow a similar process for Outlook.

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Make sure to use the account with Exchange Online license for this connection.

10. Once the connections are successfully created and populated click the ‘Next’ button

11. The next screen is a configuration page which needs to be configured below

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If the email address provided here is different from the email address of the user used for the outlook connection in step #10 above, then the user in step #10 needs to have ‘Send As’ permissions on this email address/mailbox. (configured within Exchange Online Administration)

Where to find the Work 365 ID? Open the Work 365 application in CRM, and you should notice the App ID on the address bar (sample screenshot below)

If there is a need in the future to update these configuration values, the same can be done from within CRM by following the steps below:

• Open ‘Advanced Find’ and look for ‘Environment Variable Values’.
• Open the required configuration record to make the updates.

Once all the values have been configured, click on ‘Import’ a success message should be displayed on the screen once the import is completed.

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Your Work 365 Portal Notifications has been successfully set up.