Configure environment
In this exercise, you learn about several configurations that are required to successfully deploy and use Microsoft Cloud for Healthcare. You can make all major configuration changes by using the following four tools:
Microsoft Azure portal
Microsoft Power Platform admin center
Microsoft Power Apps portals
Microsoft Cloud Solution Center
Note
Setting up Omnichannel for Customer Service and Power Apps portals will take several hours to complete (estimated at 3-4 hours to complete for each). We recommend that you set up both applications concurrently. You'll need to complete all configuration steps before deploying Microsoft Cloud for Healthcare.
Task: Register an app in Microsoft Entra ID
In this task, you learn how to register a new application in Microsoft Entra ID, grant delegated and application permissions, and create a client secret.
While signed in to your Microsoft 365 tenant, open a new browser tab, and then go to the Azure portal. In the upper-left corner of the page, select the hamburger icon (three horizontal lines) and then select Microsoft Entra ID.
On the left navigation pane, select App registrations and then select + New registration in the right pane.
On the Register an application page, set the name for the bot to MCH Application ID and then select the Accounts in any organizational directory (Any Microsoft Entra ID directory - Multitenant) option under the Supported account types section. Then, select Register.
Note
You'll need to register the application as multitenant because it enables Microsoft Azure Bot Service (in the botframework.com tenant) to authenticate requests that are coming from the bot that's registered in your tenant. This requirement is part of the service-to-service authentication protocol that's used by Azure Bot Service. Single tenant application registration is also supported by Azure bot created using Bot Framework version 4.15 or later. However, for this learning path, you'll register the application as multitenant.
Select API permissions on the left navigation pane. On the right pane, select + Add a permission.
On the Request API permissions page, select APIs my organization uses. Use the search box to search for the string Dataverse. From the search result, select Dataverse.
Select Delegated permissions. Under the Select permissions section, select the checkbox beside user_impersonation. Then, select Add permissions.
Select API permissions on the left navigation pane. On the right pane, select + Add a permission. Select Microsoft APIs and then select Microsoft Graph.
On the Request API permissions page, select Application permissions. Use the search box to search for the string calendars. Select the checkbox beside Calendars.ReadWrite.
On the Request API permissions page, select Application permissions. Use the search box to search for the string user.read. Select the checkbox beside User.Read.All.
On the Request API permissions page, select Delegate permissions. Use the search box to search for the string user.read. Select the checkbox beside User.Read.All and then select Add permissions.
Select Grant admin consent, as shown in the following screenshot.
On the Grant admin consent confirmation pop-up window, select Yes.
The status for each added permission changes to Granted, as shown in the following screenshot.
On the left navigation pane, select Certificates & secrets, and then in the right pane, select + New client secret. In Add a client secret, set the Description to Demo Health Bot, leave the Expires value at its default setting, and then select Add.
Note
You'll need to create an application secret so that you can use it along with this application ID to authenticate the bot.
Copy the secret value and then save it in a notepad so that you can use it later in this learning path.
Note
After you've created the secret and the page has refreshed, the secret value will no longer be available to copy.
On the left navigation pane, select the Overview tab. From the right pane, copy the Application (client) ID and then save it in a notepad so that you can use it later in this learning path.
Task: Create a subscription-based trial Dataverse environment
In this task, you create a subscription-based, trial Dataverse environment with a database.
While signed in to your Microsoft 365 tenant, open a new tab, and then go to Power Platform admin center.
On the left navigation pane, select Environments. In the right pane, select + New.
On the New environment form, provide the following details and then select Next.
Name - Lamna Healthcare
Region - United States
Type - Trial (subscription-based)
On the Add database form, select Click here, provide details as shown in the following screenshot, and then select Save.
URL - lamnahealthcare
Enable Dynamics 365 apps? - Yes
Automatically deploy these apps - None
After the environment has been created successfully, it should appear as shown in the following screenshot.
Task: Enable the Dynamics 365 Field Service app in the Dataverse environment
In this task, you install the Dynamics 365 Field Service app in the Lamna Healthcare environment.
While signed in to your Microsoft 365 tenant, open a new tab and then go to Power Platform admin center.
Select Environment from the left-navigation pane. Select the Microsoft Cloud for Healthcare Trial environment from the list.
Select Resources > Dynamics 365 apps.
Search and select Dynamics 365 for Field Service and then select Install app. Select Next as shown in the following screenshot.
Select the I agree to the terms of service checkbox and then select Install.
Wait for the installation to complete by refreshing the page. As the installation takes time to complete, you can proceed to further tasks.
Task: Enable the Dynamics 365 Sales app in the Dataverse environment
In this task, you install the Dynamics 365 Sales app in the Microsoft Cloud for Healthcare trial environment.
On the left navigation pane, select Resources > Dynamics 365 apps.
In the upper-right corner of the page, use the search box to search for the string Sales.
In the right pane, select Dynamics 365 Sales, Enterprise Edition App and then select Install, as shown in the following screenshot.
Select Microsoft Cloud for Healthcare Trial as the environment to install the app. Select the I agree to the terms of service checkbox and then select Install.
Wait for the installation to complete by refreshing the page. As the installation takes time to complete, you can proceed to further tasks.
Task: Enable the Dynamics 365 Marketing app in the Dataverse environment
In this task, you go through the steps that are involved in setting up the Dynamics 365 Marketing app in the Microsoft Cloud for Healthcare environment.
Select Environments from the left-navigation pane. Select the Microsoft Cloud for Healthcare Trial environment. Select Resources and then Dynamics 365 apps.
Search for Dynamics 365 Marketing Application and check that the status is Installed.
Task: Enable the Omnichannel for Customer Service app in the Dataverse environment
In this task, you go through the steps that are involved in setting up the Omnichannel for Customer Service app in the Microsoft Cloud for Healthcare environment. In this learning path, you enable chat and Microsoft Teams channels only.
On the left navigation pane, select Resources > Dynamics 365 apps.
In the upper-right corner of the page, use the search box to search for the string omni.
In the right pane, select Omnichannel for Customer Service and then select Manage, as shown in the following screenshot.
Select OK in the Manage Omnichannel for Customer Service dialog.
Select your credentials to sign in.
On the Permissions requested pop-up window, select Accept.
You're redirected to Dynamics 365 Administration Center. Select + Add environment.
On the Omnichannel set up screen, select Microsoft Cloud for Healthcare Trial as the environment and then select Next.
Set the Add chat toggle to Yes and then select Next.
Leave the SMS and Social settings to their default and then select Next.
Enable the Microsoft Teams channel and then select Next.
On the Confirm your selections screen, select Finish.
Note
It might take a few hours to complete the setup of Omnichannel.
After Omnichannel setup has finished successfully, the Summary screen will appear, as shown in the following screenshot.
Task: Create the Healthcare Patient Portal app
In this task, you create a Microsoft Power Apps portal in the Microsoft Cloud for Healthcare environment. This portal app becomes the patient access portal that is used by Microsoft Cloud for Healthcare.
Open a new tab and sign in to Power pages portal with your credentials. Change the Environment on the top-right corner of the home page to Microsoft Cloud for healthcare trial.
Select Create a site on the home page.
Enter Customer in the Search area. Select the Customer Self Service Portal.
Select Choose this template.
Enter the Name of the site and the Web address as Healthcare patient portal. You can provide the name and address of your choice. Once provided, select Done.
The portal takes some time to configure.
The site is ready in 5-10 minutes.
Open a new tab and you're able to see the newly created portal in Power Apps portal. Select Microsoft Cloud for healthcare trial environment on the top-right corner of the home page.
Once you sign in to the Power Apps portal, navigate to Apps on the left-navigation pane.
Task: Deploy Microsoft Cloud for Healthcare solutions
In this task, you go through the steps to deploy the necessary Microsoft Cloud for Healthcare solutions to complete this training course.
You need to complete all previous steps before you can deploy Microsoft Cloud for Healthcare solutions.
While signed in to your Microsoft 365 tenant, open a new tab and go to Microsoft Solution Center.
On the left navigation pane, select Solutions > Healthcare to view all solution modules that are available in Microsoft Cloud for Healthcare.
Select Healthcare under Industry Clouds on the left-navigation pane. Select:
Patient Access
Patient Service center
Patient Outreach
Life sciences data model(preview)
Unified patient view
Care management
Patient insight cards
Payor data model(preview)
Patient service center
Home health
Provider data model
After adding all the above solutions, select Deploy.
On the Set up solutions page, select the Name, Sample data, and Codeable concepts options to add them as extra components and then select Next.
On Select an existing Power Platform environment select Microsoft Cloud for Healthcare Trial environment and select Next.
In the Name this new deployment box, enter a name for the deployment. Select the Terms of service checkbox and then select Next.
The Configure pre-deployment dependencies page displays a list of all dependencies, and their statuses are marked green to confirm that you can proceed with deployment. Select Deploy.
The Deploy solution page shows the progress of the Microsoft Cloud for Healthcare solutions deployment. Because the deployment process can take several hours to complete, you can close this page or keep it open to track the deployment.
The deployment takes a few hours to complete. The Success page appears when the deployment of Microsoft Cloud for Healthcare solutions has completed successfully. Select the Open option beside any listed solution to open it.
Task: Update environment variables in Power Apps portal
In this task, you go through the steps to update the environment variables that are used by the virtual visit feature in Microsoft Cloud for Healthcare.
While signed in to your Microsoft 365 tenant, open a new tab and go to Power Apps portal.
On the left navigation pane, select Apps. In the right pane, select the See environment variables option, as shown in the following screenshot.
On the Environment variables form, populate the Virtual Visit Secret and Virtual Visit Client ID boxes with the client secret and client ID respectively that you’ve copied in the previous task of this exercise. Specify the currently signed-in global administrator account as the value for the Virtual Appointment Scheduler Email variable.
Note
The Virtual Visit Secret, Virtual Visit Client ID, and Virtual Appointment Scheduler Email environment variables are used to set up the virtual appointments in the subsequent modules.
You've successfully set up the Microsoft Cloud for Healthcare Dataverse environment and have deployed Microsoft Cloud for Healthcare solutions.