Installation
This guide covers the installation for ShareControl Transparency. Steps 1-3 must be done by a global administrator at the Microsoft tenant before the application can be installed.
If you have any questions or need help with any of the steps, you can contact ShareControl at support@sharecontrol.no
.
1. License Requirements
ShareControl Transparency is a Power Apps solution that utilizes Power Automate. This means the application requires certain licenses from Microsoft to install and use:
License | Amount | Description |
---|---|---|
Power Apps per app plan | Per user | Power Apps license for each active user as well as one for the service account. |
Power Automate per user plan | 1 | Power Automate license only for the service account. |
In addition to this, additional licenses are required for the different survey systems:
License | Amount | Description |
---|---|---|
Microsoft 365 Business Basic (or equivalent) | 1 | Basic Microsoft 365 license for the service account to use Outlook, SharePoint, and Forms. Every active user will also need a Microsoft 365 license to use Forms, but this is usually already available. |
Dynamics 365 Customer Service Enterprise | 2+ | Includes Customer Voice which is used to send surveys. The minimum required amount is 2 (1 for the service account and 1 for a user to edit survey templates). Any Dynamics 365 license that includes Customer Voice will suffice (e.g. Dynamics 365 Field Service, Dynamics 365 Human Resources, Dynamics 365 Sales Enterprise, Dynamics 365 Sales Premium). |
2. Create service account
ShareControl Transparency uses Power Automate flows to automate certain processes. This requires a service account. Before you can install the app you must prepare a service account to use for this purpose.
We advise to create a new account called e.g. svc_sharecontrol@domain.com
that will only be used as a service account for the application. It needs to be assigned the Power Automate per user plan license and the license required by the survey system you plan to use (see 1. License Requirements).
The service account will be used to install the application. If Share Control will do the installation, you need to share the login information with your contact person at Share Control.
Disclaimer: Multi-factor authentication
We advice to create the service account without multi-factor authentication (MFA) as MFA can disrupt the service of the Power Automate solution. If you insist on using MFA for the service account, we cannot guarantee the reliability of the solution as it will depend on your Microsoft 365 and Azure AD settings.
If you want to keep MFA enabled on the account, we recommend that you verify your tenant settings and make sure you follow the recommendations from Microsoft about token lifetime settings. In particular, we recommend to disable the setting for remember multi-factor authentication and keep the default value of
until-revoked
for the token policy settingMaxAgeMultiFactor
in Azure AD.
3. Create a Power Platform environment
Creating a new Power Platform environment requires global administrator access and is done in the Power Platform admin center.
If you have an existing Power Platform environment where your suppliers are stored, you can use this instead of creating a new environment. Make sure you still configure the environment properly before installing.
Click New at the top of the window and follow the instructions. We have provided suggested values in the table below.
Name | ShareControl Transparency |
---|---|
Region | Europe |
Type | Production |
Purpose | Used by ShareControl Transparency for the Norwegian Transparency Act |
Add a Dataverse data store? | Yes (required) |
Pay-as-you-go with Azure? | No |
Language | Select your preferred language |
Currency | Select your local currency |
Security group | If wanted |
URL | sct-[name of company] (e.g. sct-sharecontrol) |
Enable Dynamics 365 apps? | No |
Deploy sample apps and data? | No |
3.1 Invite the service account
You need to assign the service account the security role of System Administrator for the environment where the app will be installed. This is done under Environments > ShareControl Transparency > Settings > Users in the admin center (https://admin.powerplatform.microsoft.com/environments).
3.2 Install Customer Voice
ShareControl Transparency depends on Customer Voice to be installed in the same environment. This is required even if you plan to use Microsoft Forms instead of Customer Voice. Go to https://admin.powerplatform.microsoft.com/environments to open the admin center and select your environment. In the top menu, click Resources > Dynamics 365 apps and then click on Install app and select Dynamics 365 Customer Voice from the list to install it.
3.3 Assign Power Apps per app plan licenses
If you use the Power Apps per app plan license as suggested, you must assign the licenses to the environment. This license is slightly different in that way and you do not assign it to a user directly.
In the admin center, select Resources > Capacity in the left menu (or open this link: https://admin.powerplatform.microsoft.com/resources/capacity). Scroll down to Add-ons and select Manage. Select the environment and assign the number of App passes required (number of active users + one for the service account).
4. Install the application
Installation is usually done directly by Share Control. Please contact us at support@sharecontrol.no
for assistance.