Search - Power Approvals Implementation Guide for GP

Creating an Email Notification Agent in your Power Apps Environment

By default, Mekorma Power Approvals is equipped to work with the standard platform mail connector. The mail connector is used to send email notifications to approval requestors and second approvers, once a transaction has been processed by an approver. Power Approvals…

Importing Power Approvals into Your Power Apps Environment

Power Approvals is a Mekorma product that needs to be imported into the Power Apps cloud. In this section, you will be instructed to download the application package and import it into Power Apps. Prerequisites for Importing Power Approvals Download the Power…

Creating a Connection to Your On-Premises SQL Server in Your Power Apps Environment

The SQL Server connector allows Mekorma applications, such as Power Approvals and Invoice Capture, to communicate with the Dynamics GP database via the on-premises data gateway. The SQL connector can be used for both Power Approvals and Invoice Capture simultaneously.…

Power Apps Licensing Overview

Licensing Microsoft Power Apps for Mekorma Power Approvals » Power Apps Licensing Overview

General purpose, full Power Apps capabilities are licensed on a standalone basis. Limited Power Apps capabilities are included within various Office 365 and Dynamics 365 licenses; for more information, review Power Apps use rights included with Dynamics 365/Office 365…

Standalone Power Apps Licensing

Licensing Microsoft Power Apps for Mekorma Power Approvals » Power Apps Licensing Overview » Standalone Power Apps Licensing

Customers that need general purpose and full capabilities of the platform should license Power Apps on a standalone basis. Licensing is supported on both a per user, per app basis as well as a per user basis. Both standalone licenses are fully…

Purchasing Power Apps Licenses

Microsoft offers a simple way for both new and existing customers to acquire Power Apps. In the Power Apps Pricing portal, determine the type of license you would like to purchase. From here you can choose to purchase the Power Apps per app plan or the Power Apps per…

Power Apps Per User Plan

Licensing Microsoft Power Apps for Mekorma Power Approvals » Power Apps Licensing Overview » Power Apps Per User Plan

Power Apps per user plans allow licensed users to run unlimited custom applications based on the full capabilities of Power Apps. Summary for Power Apps per user license Plans and capabilities Power Apps per app plan Run custom apps / portals…

Power Apps Per App Plan

Licensing Microsoft Power Apps for Mekorma Power Approvals » Power Apps Licensing Overview » Power Apps Per App Plan

Power Apps per app plan allows organizations to get started with the platform at a lower entry point. Customers on the per app plan generally start with one or two use case scenarios, i.e., Mekorma Power Approvals, before adopting the platform more broadly. Power…

Licensing Microsoft Power Apps for Mekorma Power Approvals

Each approver user requires a Power Apps license to use Power Approvals. This section describes how to purchase licenses and assign them to the company’s Power Platform environment.

Purchasing Power Apps Per User Plan

Purchasing Power Apps Licenses » Purchasing Power Apps Per User Plan

We do recommend that customers consider the standalone Power Apps per user plan, if they are considering Power Apps as a true platform for mobile business applications. This plan will allow you to run unlimited apps and workflows used by those apps. *If you are…

Purchasing Power Apps Per App Plan

Purchasing Power Apps Licenses » Purchasing Power Apps Per App Plan

Mekorma recommends that customers consider the standalone Power Apps per app plan if this is their first experience with Power Apps. This plan allows you to run Mekorma Power Approvals app and the companion Power Automate workflow at a low entry cost. This plan also…

Deploying the Power Apps Mobile Client

For the approver on the go, Power Apps offers a mobile app, which acts as a container for third-party Power Apps services. Mekorma Power Approvals runs within the context of the Power Apps mobile app. Each approver user must install the Power Apps mobile app to be able…

Purchasing Power Apps – Microsoft 365 Admin Center

Purchasing Power Apps Licenses » Purchasing Power Apps – Microsoft 365 Admin Center

If you are already a Microsoft 365 subscriber, you can use the Microsoft 365 Admin Center to procure your Power Apps licenses. Open your browser (Chrome or Edge recommended) and log into https://admin.microsoft.com. Expand Billing in the left-hand navigation pane…

Assigning Approver User Licenses – Power Apps Per App Plan

Purchasing Power Apps Licenses » Assigning Approver User Licenses – Power Apps Per App Plan

To assign payment approver user licenses for the Power Apps per app plan, you will need to visit the Power Platform admin center. Go to Power Platform Admin Center In the left-hand navigation pane, expand Resources and select Capacity. Click the Add-ons…

Assigning Approver User Licenses – Power Apps Per User Plan

Purchasing Power Apps Licenses » Assigning Approver User Licenses – Power Apps Per User Plan

You will need to assign user licenses to approvers and administrators. To assign user licenses, follow these steps via the Microsoft 365 admin center: Open your browser (Chrome or Edge recommended) and log into https://admin.microsoft.com. Expand Billing in the…

Power Apps Use Rights Included with Office 365 Licenses

Licensing Microsoft Power Apps for Mekorma Power Approvals » Power Apps Licensing Overview » Power Apps Use Rights Included with Office 365 Licenses

Limited Power Apps use rights are included with select Office 365 licenses to allow users to customize and extend Office 365 for productivity scenarios. However, these Power Apps licenses are not compatible with Mekorma Power Approvals due to the use of SQL Server…

Mapping Power Apps Approver Accounts to Microsoft Dynamics GP Login Accounts

Mekorma Payment Hub secure approval workflow is an integral part of the requestor’s and approver’s experience. Each approver user must have an account set up in Dynamics GP, with access to the companies where they will be approving, whether they will be logging…

Downloading Power Approvals

Download the Power Approvals resource file that aligns with the version of Mekorma you are using. Build x90 Build x88 Build x87 Build x86 Build x84

Integrating Mekorma Power Approvals with Office 365 for Email Notifications

Although Power Approvals can send notifications through its built-in email capabilities, Office 365 customers may prefer that approval requestors receive email notifications directly from the approver. To achieve this, a Power Apps environment maker or app owner needs…

Power Approvals Installation Prerequisites

This section details what you need to have in place prior to installing Power Approvals.

Upgrading Mekorma Power Approvals

Mekorma delivers new functionality with each product build release. In order to upgrade Power Approvals, you must follow these procedures. Activate the download and install the core Mekorma Payment Hub Product Before you upgrade Power Approvals Upgrade…

Power Approvals Architecture and Security

Mekorma Power Approvals leverages Microsoft Power Apps and Power Automate to display payment approval information for company approvers. Approval or rejection business logic is executed server-side, on your Microsoft Dynamics Great Plains (Dynamics GP) SQL Server, for…

Before You Upgrade Power Approvals

Upgrading Mekorma Power Approvals » Before You Upgrade Power Approvals

Prerequisites Ensure your on-premises data gateway is running and connected to Azure Service Bus. Determine which build of Mekorma Payment Hub you are using. This will dictate the build of Power Approvals that you will need. Determining your Mekorma Payment Hub…

Sharing Mekorma Power Approvals to Batch Approvers

Before you can use Power Approvals, you must share Power Apps to approvers in your company. You can specify each user by name or specify a security group in Azure AD. Mekorma recommends setting up an Azure AD group for large groups of approvers for easy…

Updating Power Approvals with the Modified Flow

Integrating Mekorma Power Approvals with Office 365 for Email Notifications » Updating Power Approvals with the Modified Flow

Now that you have created a new flow to receive notification emails from Office 365 accounts, you need to update Power Approvals to use the flow. *This section is only for users who have created a new flow to receive Power Approvals emails from the batch approver. By…

Sharing Mekorma Power Approvals to the SQL Connection

Sharing Mekorma Power Approvals to Batch Approvers » Sharing Mekorma Power Approvals to the SQL Connection

Microsoft requires all users of Power Apps to also be shared to the SQL connector. To share users to the SQL connector, follow the steps below. Click Connections on the left side navigation menu. Select the SQL Server connection from the list of connections and…

Sign-in Account

Power Approvals Architecture and Security » Sign-in Account

You sign in with either a work account or a school account. This account is your organization account. If you signed up for an Office 365 offering and didn’t supply your actual work email address, your account name might look like nancy@contoso.onmicrosoft.com. A…

What’s in this Guide?

Mekorma Power Approvals Implementation Guide Power Approvals is Mekorma’s first commercial cross-platform and cross-browser mobile application written from the ground up on the Microsoft Power Platform, fully integrated with Mekorma Payment Hub for payment…

Synchronize an On-Premises Active Directory with Azure Active Directory

Power Approvals Architecture and Security » Synchronize an On-Premises Active Directory with Azure Active Directory

To maintain consistency, make sure the UPN matches for both your on-premises AD and Azure AD accounts. Cloud services only recognize accounts that exist within Azure AD. If an account exists only in your on-premises AD, it will not be usable. There are different ways…

Setting up Approver Users in Microsoft Dynamics GP

Mapping Power Apps Approver Accounts to Microsoft Dynamics GP Login Accounts » Setting up Approver Users in Microsoft Dynamics GP

To set up approvers in Dynamics GP, follow the instructions provided in Part 2: User Setup, Chapter 5, “User records” of the Dynamics GP System Setup manual, available with your Dynamics GP installation. *Payment approvers can be set up as full or limited users…

Mapping Approver Users Active Directory Account Accounts to Dynamics GP Logins

Mapping Power Apps Approver Accounts to Microsoft Dynamics GP Login Accounts » Mapping Approver Users Active Directory Account Accounts to Dynamics GP Logins

Power Approvals needs to establish a relation between the payment approver’s AD account and its corresponding Dynamics GP login. This allows all server-side processes and audit logs to reflect the correct payment transaction approver. Prerequisites You must have…

Modifying the Flow

Integrating Mekorma Power Approvals with Office 365 for Email Notifications » Modifying the Flow

The following steps will replace the default email action (i.e., Send an email notification (V3)) with the Send an Email (V2) action. This change will cause Power Approvals to send an email to the batch requesters from the batch approver’s Office 365 account. If you…

Sharing the SQL Connector

Creating a Connection to Your On-Premises SQL Server in Your Power Apps Environment » Sharing the SQL Connector

The SQL connector can be used simultaneously by multiple apps or solutions. For example, if the connector already exists for Power Approvals, it can be shared so that Invoice Capture can also use it (and vice versa). Open your browser and go to Power Apps…

Getting the Application Web Link and QR Code

The application web link and QR code allow you to share the app with your approvers. Opening the link or scanning the QR code takes users to the Power Approvals app in either their browser or their phone. Follow the steps below to obtain your web link and QR…

Upgrade Steps

Upgrading Mekorma Power Approvals » Upgrade Steps

Whenever you upgrade your Mekorma Payment Hub build, you also need to upgrade Power Approvals. Upgrading both Payment Hub and Power Approvals provides the latest features and security updates. !When upgrading, you must be logged into the Power Apps environment as the…

Download and Install a Standard Gateway

Installing Microsoft On-Premises Data Gateway » Download and Install a Standard Gateway

The on-premises data gateway must be online 24/7 and installed on a network computer that is always running. For optimal performance and reliability, Mekorma recommends that a wired network be used in lieu of a wireless connection. On the machine where you want to…

How the Gateway Works

Power Approvals Architecture and Security » How the Gateway Works

Let’s look at what happens when you interact with an element that is connected to an on-premises data source: The cloud service creates a query and the encrypted credentials for your on-premises Dynamics GP SQL Server. The query and credentials are sent to the…

Setting up a SQL Server Proxy Login

Power Approvals Installation Prerequisites » Setting up a SQL Server Proxy Login

A SQL Server proxy login is a security principal, or entity that can be authenticated by Mekorma Power Approvals via the SQL Server cloud connector to access Dynamics GP databases and run Power Approvals server-side business logic. You can create a login based on a…

Mapping Company Access

Power Approvals Installation Prerequisites » Setting up a SQL Server Proxy Login » Mapping Company Access

Proxy users must have access to Dynamics GP’s system database, as well as all company databases that will use the Mekorma Power Apps products. The instructions below show you how to grant access to all pertinent databases. Click User Mapping. The proxy user…

System Requirements and Considerations

Installing Microsoft On-Premises Data Gateway » System Requirements and Considerations

Minimum requirements .NET Framework 4.7.2 (Gateway release December 2020 and earlier) .NET Framework 4.8 (Gateway release February 2021 and later) A 64-bit version of Windows 10 or a 64-bit version of Windows Server 2012 R2 with current TLS 1.2 and cipher…

Granting Approver Users Access to Microsoft Dynamics GP Companies

Mapping Power Apps Approver Accounts to Microsoft Dynamics GP Login Accounts » Granting Approver Users Access to Microsoft Dynamics GP Companies

To grant an approver user with access to a Dynamics GP company, follow the instructions provided in Part 2: User Setup, Chapter 6: “Security”. Click on the Setting company access topic, in the Dynamics GP System Setup manual, available with your Dynamics GP…

Authentication to On-Premises Data Sources

Power Approvals Architecture and Security » Authentication to On-Premises Data Sources

A stored credential is used to connect from the gateway to your Dynamics GP SQL Server. Regardless of the user, the gateway uses the stored credential to connect. *There might be authentication exceptions like DirectQuery and LiveConnect for Analysis Services in Power…

How Do I Tell What My UPN Is?

Power Approvals Architecture and Security » How Do I Tell What My UPN Is?

If you don’t know your UPN or are not a domain admin, open the command prompt on your machine and run the command whoami /upn. The result resembles an email address, but it’s the UPN on your local domain account. Note: In some cases, you may receive the…

Azure Active Directory

Power Approvals Architecture and Security » Azure Active Directory

Microsoft cloud services use Azure AD to authenticate users. Azure AD is the tenant that contains usernames and security groups. Typically, the email address that you use for sign-in is the same as the UPN of your account.

Downloading and Installing Mekorma Payment Hub

Upgrading Mekorma Power Approvals » Downloading and Installing Mekorma Payment Hub

!To use Power Approvals, you must be a current user of Mekorma Payment Hub. For information on installing, please visit the Payment Hub user guide. Download Mekorma Payment Hub here. *Be sure to download the corresponding build of Mekorma Payment Hub for your…

Installing Microsoft On-Premises Data Gateway

The on-premises data gateway is software that you install in an on-premises network. The gateway facilitates access to the Dynamics GP SQL Server on your network. You must install the data gateway in standard mode. In that mode, you can install a standalone gateway or…

Add Another Gateway to Create a Cluster

Installing Microsoft On-Premises Data Gateway » Add Another Gateway to Create a Cluster

A cluster lets gateway admins avoid having a single point of failure for on-premises data access. If the primary gateway is unavailable, data requests are routed to the second gateway that you add, and so on. Because you can install only one standard gateway on a…

Define Server Roles for SQL Server Proxy Login

Power Approvals Installation Prerequisites » Setting up a SQL Server Proxy Login » Define Server Roles for SQL Server Proxy Login

The Power Approvals SQL Server proxy login does not require any special server roles. The default selection is public.

Latency Testing

Installing Microsoft On-Premises Data Gateway » Download and Install a Standard Gateway » Latency Testing

To ensure that your access to the gateway is an acceptable speed, it’s necessary to run a latency test. A good latency range is typically between 20-60ms, but anything up to 100ms is acceptable. To perform a latency test, open any internet browser on the machine…