Search - PowerApprovals Implementation Guide for GP

Modifying the Flow

Integrating Mekorma PowerApprovals 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 PowerApprovals to send an email to the batch requesters from the batch approver’s Office 365 account. If you…

Power Apps Per App Plan

Licensing Microsoft Power Apps for Mekorma PowerApprovals » 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 PowerApprovals, before adopting the platform more broadly. Power Apps…

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 PowerApprovals app and the companion Power Automate workflow at a low entry cost. This plan also…

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…

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 PowerApprovals, it can be shared so that Invoice Capture can also use it (and vice versa). Open your browser and go to Power Apps…

How the Gateway Works

PowerApprovals 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…

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 PowerApprovals runs within the context of the Power Apps mobile app. Each approver user must install the Power Apps mobile app to be able…

Updating PowerApprovals with the Modified Flow

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

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

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 PowerApprovals app in either their browser or their phone. Follow the steps below to obtain your web link and QR code. !You…

Upgrade Steps

Upgrading Mekorma PowerApprovals » 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…

Integrating Mekorma PowerApprovals with Office 365 for Email Notifications

Although PowerApprovals 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…

Standalone Power Apps Licensing

Licensing Microsoft Power Apps for Mekorma PowerApprovals » 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 Licensing Overview

Licensing Microsoft Power Apps for Mekorma PowerApprovals » 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…

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…

Sharing Mekorma PowerApprovals to Batch Approvers

Before you can use PowerApprovals, 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…

Power Apps Per User Plan

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

Licensing Microsoft Power Apps for Mekorma PowerApprovals » 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 PowerApprovals due to the use of SQL Server…

Importing PowerApprovals into Your Power Apps Environment

PowerApprovals 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 PowerApprovals Download the PowerApprovals…

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…

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…

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…

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

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

Mapping Company Access

PowerApprovals 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…

Setting up a SQL Server Proxy Login

PowerApprovals 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 PowerApprovals via the SQL Server cloud connector to access Dynamics GP databases and run PowerApprovals server-side business logic. You can create a login based on a…

Before You Upgrade PowerApprovals

Upgrading Mekorma PowerApprovals » Before You Upgrade PowerApprovals

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 PowerApprovals that you will need. Determining your Mekorma Payment Hub…

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…

Creating an Email Notification Agent in your Power Apps Environment

By default, Mekorma PowerApprovals 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. PowerApprovals…

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

PowerApprovals 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…

Synchronize an On-Premises Active Directory with Azure Active Directory

PowerApprovals 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…

How Do I Tell What My UPN Is?

PowerApprovals 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…

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…

Azure Active Directory

PowerApprovals 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.

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…

PowerApprovals Architecture and Security

Mekorma PowerApprovals 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…

Authentication to On-Premises Data Sources

PowerApprovals 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…

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…

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…

What’s in this Guide?

Mekorma PowerApprovals Implementation Guide PowerApprovals 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 approvals.…

Define Server Roles for SQL Server Proxy Login

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

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

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 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…

Upgrading Mekorma PowerApprovals

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

Downloading PowerApprovals

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

Downloading and Installing Mekorma Payment Hub

Upgrading Mekorma PowerApprovals » Downloading and Installing Mekorma Payment Hub

!To use PowerApprovals, 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…

Licensing Microsoft Power Apps for Mekorma PowerApprovals

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

Sign-in Account

PowerApprovals 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…