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Part 1 - Automatic CE User creation, removing/assigning Dynamics License Process from Power Virtual Agent embedded in PowerApps Portal using Power Automate and Microsoft Graph API

# Part 1- Azure App and AD Group Configuration/Setup

 Recently, I was involved in a project which gave me the opportunity to do some work for On-boarding and Off-boarding Field Services bookable resource as and when required by the Vendors/Partners of the organization. This is not implemented as of now but after the implementation of this process, it will help in removing a lot of manual process and steps that the client have to go through user creation.

In this blog, I am going to share my experience, my learning and the capabilities of Power Automate, PowerApps Portals, Microsoft Graph API, Power Virtual Agent, and Azure that I came across. The scenario that I will be covering here will basically be creating B2B users invites from PowerApps Portal and adding them as a Bookable Resource with type in Dynamics CRM D365.

The main ideas that will be covered will include:

  1. Creating CRM Contact and User from PowerApps Portal using embedded Power Virtual Agent and automating the creating of Work Order and Bookable Resource of type User.
  2. Automating the process of assigning and removing Licences using PowerApps Portal and Power Automate. 


The first thing that we need to start with automating the process is registering an App in Azure for the purpose of using and authentication of Microsoft Graph API in Power Automate to perform our operation.

Steps to Set up Enterprise Application in Azure

  1. Navigate to Azure and sign in with your username and password, make sure you are Global Admin.
  2. Register a new App, as shown below
  3. Create a secret key, as shown below and save it somewhere.



  4. Set Permissions to this App, as shown below:

  5. For this blog, I have given the following permissions, Grant Admin Consent to the permissions, as shown below











Azure Set up with AD Group and Licenses

  1. Create a group in Azure with the configurations shown in the image below
  2. Assign the appropriate license to this group, as shown below. The license assigned to this group will be assigned to each member of the group once they are added.
    Note: In this blog, for the demonstration purpose I am using Dynamics 365 Customer Engagement Plan for the License.

Licensing requirements

You must have one of the following licenses to use group-based licensing:
  • Paid or trial subscription for Azure AD Premium P1 and above
  • Paid or trial edition of Office 365 Enterprise E3 or Office 365 A3 or Office 365 GCC G3 or Office 365 E3 GCCH or Office 365 E3 for DOD and above.
Reference

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