Power Platform Booster is in public preview. Documentation will always reflect the latest version.

This page describes the setup of Power Platform Booster.

A video series about the setup is given at the bottom of this page.

Prerequisites

Before setup can take place, the following prerequisites have to be created:

  1. A dedicated account having a Microsoft Office 365 E1 license.
  2. A dedicated environment to host the cloud flows and canvas apps.
  3. Two Microsoft Teams teams.
  4. A shared mailbox.

A dedicated account

This account should have as a minimum a Microsoft Office 365 E1 license. A Microsoft Office 365 E3/E5 license will do too.

All PP Booster cloud flows will be executed using this account so share the account only when absolutely needed.

The following apps must be enabled:

  1. Common Data Service for Teams
  2. Exchange Online
  3. Microsoft Teams
  4. Power Apps for Office 365
  5. Power Automate for Office 365
  6. SharePoint

It is assumed that insights in all environments is needed. For this to be, this dedicated account must get the Microsoft 365 admin role: Power Platform admin

This dedicated account is called the PP Booster account in this documentation.

A dedicated environment

The dedicated environment does not need to have a database.

The PP Booster account must get the “Environment admin” role in case the environment does not have a database.

The PP Booster account must get the “System Administrator” role in case the environment has a database.

This dedicated environment is called the PP Booster environment in this documentation.

Two Microsoft Teams teams

The first team is the Teams team solely used by the team responsible for the Power Platform.

The second Teams team is for all employees who should be able to create canvas apps or cloud flows. These employees are potential makers. This team can be regarded as the community team site.

The PP Booster account must always be owner of both teams.

A dedicated shared mailbox

In certain situations, an email is sent. For employees to recognize that an email is sent from the team responsible for the Power Platform, a dedicated shared mailbox is needed.

The PP Booster account must have “Read and manage” and “Send as” permissions on the shared mailbox.

This shared mailbox is called the PP Booster mailbox.

Download sources

The setup sources can be downloaded from the following GitHib repository:

Power Platform Booster

Setup

The setup must be executed by someone with good knowledge about Power Apps, Power Automate and SharePoint.

All setup steps are done with the PP Booster account.

The setup consists of the following steps:

Configuration

  1. Configure the correct regional settings for both SharePoint sites related to the Microsoft Teams teams.
  2. Connections > In the PP Booster environment, create a connection for the following connectors:
    1. Office 365 Outlook
    2. Office 365 Users
    3. Power Apps for Admins
    4. Power Automate for Admins
    5. Power Automate Management
    6. Power Platform for Admins
    7. SharePoint

SharePoint – Create the lists and add settings items

  1. Import the cloud flow “Create SharePoint lists” as a new cloud flow.
  2. Select the SharePoint connection during import.
  3. Turn the flow on.
  4. Run the flow once.
    1. You must enter the url of both teams as a start-up parameter.
  5. Delete the flow from the environment after it has run.
  6. Import the cloud flow “Create settings list items” as a new cloud flow.
  7. Select the SharePoint connection during import.
  8. The import will fail. Select the option: Save as a new flow.
  9. Update the cloud flow so that all SharePoint actions reference
    1. the correct connection.
    2. the correct SharePoint site:
      1. The url of the SharePoint site related to the team responsible for the Power Platform.
    3. the correct SharePoint list:
      1. Settings
  10. Run the flow once.
  11. Delete the flow from the environment.

SharePoint – Configure the lists

  1. (Optional) Enable versioning.
  2. (Optional) Do not allow search.
  3. Enforce unique values
    1. List “Apps”
      1. Title
    2. List “Environments”
      1. Title
    3. List “Flows”
      1. Title
    4. List “Settings”
      1. Title

Cloud flows

  1. Import all remaining cloud flows in the PP Booster environment.
    1. Just like the cloud flow “Create items in the settings list”, they will fail and you need to use the “Save as a new flow” option.
    2. Update all cloud flows so that the correct connections are used.
    3. SharePoint actions > After selecting the correct connection, the name of the action will appear. That name contains the name of the related SharePoint list.
    4. Only for the list “Tasks”, the url of the makers SharePoint site must be used. In all other cases the url of the SharePoint site of the team responsible for the Power Platform must be used.
      1. Note > There is also a list called “Tasks – Admin”. This is a list in the team responsible for the Power Platform.
    5. Outlook 365 Email actions > Change the shared mailbox. Related cloud flows:
      1. PP Booster – Create task
      2. PP Booster – Get detailed maker info

Canvas app

  1. Import the canvas apps.
    1. Update the data sources mentioned below by
      1. first removing them
      2. then adding them back again
      3. saving the canvas app
      4. closing the canvas app
      5. edit the canvas app
      6. publish the canvas app.
    2. PP Booster – Admin – Clean-up > Data sources
      1. Power Apps for Admins
      2. Power Apps for Makers
      3. Power Automate Management
      4. Power Platform for Admins
      5. Office 365 Users
      6. SharePoint
        1. Actions
        2. Apps
        3. Environments
        4. Flows
        5. Settings
        6. Tasks – Admin
    3. PP Booster – Clean-up tasks > Data sources
      1. SharePoint
        1. Tasks

Final steps

  1. Configure the setting “ppboosteraccount”.
  2. Create a new maker email and configure the related settings.
  3. Create a clean-up task email and configure the related settings.
  4. Configure security.
  5. Optimize API requests > Power Platform Booster API request optimization.

Videos

A video series about the setup of the public preview version is given below.

Prerequisites

Prerequisites configuration

Download sources

Configuration

SharePoint – Create the lists and add settings items

SharePoint – Configure the lists

Cloud flows

Canvas apps

Final steps