Lab 0: Validate lab environment

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Scenario

Bellows College is an educational organization with multiple campuses and programs. Many of Bellow Colleges instructors and administrators need to attend events, and purchase items. Historically tracking these expenses has been a challenge.

Campus administration would like to modernize their expense reporting system where employees submit expenses.

Throughout this course, you will build applications and perform automation to enable Bellows College employees to manage expenses.

In this Module 1 lab, you will acquire a Power Platform trial and access the Power Platform admin center. In the admin center, you will then create a Practice environment that you will perform the majority of your lab work in.

Exercise 1 – Setup

Task #1 - Verify your Microsoft Power Platform trial tenant

  1. Verify that you have your Microsoft 365 credentials from the Authorized Lab Host available.

  2. In a new browser tab, navigate to https://make.powerapps.com

  3. Enter the email address provided by the Authorized Lab Host.

  4. Select Sign in.

  5. Enter the password provided by the Authorized Lab Host.

  6. Optionally, select Yes to stay signed in.

  7. If prompted, enter 0123456789 for Phone number and select Submit.

  8. Refresh the tab and verify the Dev One environment is selected under Environment in the top right.

Exercise 2 - Import Fabrikam solutions

In this exercise, you will import the main solution into the Dev One environment.

Task 1.1 – Main solution

  1. Navigate to https://make.powerapps.com

  2. Make sure you are in the Dev One environment.

  3. Select Solutions.

  4. Select Import solution.

  5. Select Browse and locate the FabrikamEnvironmental_1_1_11_3.zip file and select Open.

    Note: This file is located in the Allfiles/Labs/ folder on GitHub repo.

    Solution to import.

  6. Select Next.

  7. Select Next again.

  8. Select Continue.

  9. Wait while connections are created.

    Connections for import of solution.

  10. Select Next.

  11. Select Import.

    The solution will import in the background. This may take a few minutes.

    Solution imported.

    Alert: Wait until the solution has finished importing before continuing to the next step.

  12. When the solution has imported successfully, open the Fabrikam Environmental solution.

  13. In the solution, select the Overview page.

    Overview.

  14. Select Publish all customizations.

Exercise 2 - Import data

In this exercise, you will import data the into the Dev One environment using the Configuration Migration Tool and import Outcome rows into your Microsoft Dataverse environment using a dataflow.

Task 2.1: Download and install Power Platform CLI

  1. Download the Power Platform CLI https://aka.ms/PowerAppsCLI

  2. Open powerapps-cli-1.0.msi to install the CLI tools.

  3. Use the setup wizard to complete the setup and select Finish.

  4. Open a Command Prompt.

  5. Verify Power Apps CLI is installed.

    pac install latest

Task 2.2 - Import data with the Configuration Migration Tool

  1. Open a Command Prompt.

  2. Launch the Configuration Migration Tool using the following command:

    pac tool cmt

    Configuration Migration Tool.

  3. Select Import data.

  4. Select Continue.

  5. Select Office 365 for Deployment Type.

  6. Check Display list of available organizations.

  7. Check Show Advanced.

  8. Select Don’t know for Online Region.

  9. Enter your Microsoft 365 tenant credentials.

    Configuration Migration Tool Login page.

  10. Select Login.

    Configuration Migration Tool select environment.

  11. Choose the Dev One environment.

  12. Select Login.

    Configuration Migration Tool select data file.

  13. Select the ellipsis (…) menu and locate and select Fabrikam Environment data.zip file.

    Note: This file is located in the Allfiles/Labs/ on GitHub.

  14. Select Open. The data file will be validated.

  15. Select Import Data. The import process will take approximately a minute.

  16. Select Exit.

  17. Select the X to close the Configuration Migration Tool.

Task 2.3 – Load Outcome Excel file to OneDrive

  1. Navigate to the Power Apps Maker portal https://make.powerapps.com

  2. Select the Waffle button in the upper left corner to change applications and select OneDrive. (It may take a moment for your OneDrive to be set up. Select Your OneDrive is ready when you see it on the screen.)

  3. Select + Add new and select Files upload.

  4. Locate and select the Outcome data.xlsx file and select Open.

    Note: This file should be located in the Allfiles/Labs/ folder on GitHub repo.

Task 2.4 – Create a dataflow to import Outcomes

  1. Navigate to the Power Apps Maker portal https://make.powerapps.com

  2. Make sure you are in the Dev One environment.

  3. Select Tables from the left navigation menu.

  4. Select Import from the action menu, then select Import data.

  5. In the Choose data source dialog, select Excel workbook.

  6. Select Browse OneDrive. If prompted, sign in with your Microsoft 365 credentials.

  7. Select the Outcome data.xlsx file.

  8. Select Next.

  9. Check the box next to Table1.

  10. Select Next. Do not navigate away from this page.

  11. Select the first three Do Not Modify columns. Tip: You can hold Ctrl on the keyboard and click with the mouse to select multiple columns.

  12. On the Home tab of the ribbon, select Remove columns to remove these three columns.

  13. Select the Estimated Completion Date column.

  14. Right-click on the Estimated Completion Date column and select Replace values.

  15. Enter null for Value to find.

  16. For Replace with, enter a date in three months time. Use date format MM/DD/YYYY.

  17. Select OK. The Estimated Completion Dates should show the date chosen.

  18. Select Next.

  19. Select Load to existing table.

  20. Select contoso_outcome from the Destination table drop-down.

  21. Under Column mapping, map Estimated Completion Date, Goal, Outcome Description, Outcome Title, and Target Aim to their corresponding destination columns.

  22. Select Next.

  23. Select Refresh manually.

  24. Select Publish.

Task 2.5 – Test Your work

  1. Navigate to the Power Apps Maker portal https://make.powerapps.com

  2. Select Tables.

  3. Locate and open the Outcome table.

  4. You should see all the imported Outcome rows.

  5. In the Maker portal, select Apps from the left navigation.

  6. For the Environmental Project Delivery model-driven app, select the ellipsis and select Play, signing in with your Microsoft 365 credentials if prompted.

  7. In the left navigation of the app, select Outcomes.

  8. The imported Outcome records should be in the view.

  9. Select the title to open one of the imported Outcome records.

  10. Verify the Estimated Completion Date column is set to the future date.

  11. Verify the Outcome Lifecycle business process flow is visible at the top of the form.