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Step 6 - Create the Power Automate flows for nudging

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To create the Power Automate flows for nudging, perform the following steps:

  1. Download Task and Meeting zip file.

  2. Create a service account (as needed).

  3. Add the service account as a member of the Yume content administrator security role.

  4. Sign in to Power Automate by launching the URL https://powerautomate.microsoft.com.

  5. Create connections to Teams and Microsoft Dataverse, for example, adding connections for Microsoft Dataverse as shown in the following screenshot.

    Adding a connection to Dataverse

  6. Import the meeting flows by performing the following substeps:

    1. Select My flows on the left navigation pane. The Flows page is displayed.

      The Flows page from which the user can select the Import option

    2. Select Import. The Import package page is displayed.

      The Import page

    3. Select Upload. The file browser dialog box is displayed.

      The dialog box displaying th files from which the user can select the one to upload

    4. Select the file you want to upload, and select Open.

      The selected file is populated in the Upload box, and the upload process begins which is indicated by the button changing from Upload to Uploading.

      The page displaying the in-progress upload process

      After a few minutes, the package is successfully uploaded, and the same is displayed on the Import package page.

      The page displaying the uploaded package

    5. Select Create as new. The Import setup pane is displayed on the right side of the page, as shown in the following screenshot.

      The page on which you define the package and save it before it is imported

    6. Update the name from the Resource name box, and select Save. You return to the Import package page, with the updated name displayed under the Create as new option.

    7. Select the resource types for Microsoft Dataverse Connection and Microsoft Teams Connection by performing the following substeps:

      1. Select the option Select during import for each of the two connections. The Import setup pane as shown in the following screenshot is displayed.

        The Import setup pane on which the created connection is displayed

      2. Select the connection. On selecting it, the Save button is enabled, as shown in the following screenshot.

        The option to Save the connection that is displayed

      3. Select Save. You're taken back to the Import package page.

        The Import package page with the Import option enabled

    8. Select Import. Once the import process is completed successfully, a notification message is displayed as shown in the following screenshot.

      The page displaying the notification of the successful import of the package resources

      If this import process fails, the page as shown in the following screenshot is displayed.

      The page containing the Save as new flow option

    9. Select Save as new flow. The import process is completed successfully as shown in the following screenshot:

      Import completion using Save as new flow option

    10. Select Open flow to edit the flow-related information. The page as shown in the following screenshot is displayed:

      The page on selecting the Open flow option

    11. Update the Initialize variable page for data prefix by populating the Value field with the value of the Dataverse table created earlier, for example, cr627 as shown in the following screenshot.

      Initialize variable page

    12. Select Initial variable to update the Initialize variable page for data prefix.

      1. Populate the Value field with the value of the Dataverse table created earlier, for example, cr627 as shown in the following screenshot.

        The Initialize variable page

    13. Select Initial variable to update the Initialize variable page for Yume URL by populating the Value field with the value of the PowerApps Weblink URL for the Yume PowerApp.

    14. Update the frequency as needed (currently set to every 1 week on Sunday).

    15. Save the flow.

  7. Repeat the import process for the Tasks flow by performing the following substeps:

    1. Select Initial variable to update the Initialize variable page for data prefix:

      1. Populate the Value field with the value of the Dataverse table created earlier, for example, cr627 as shown in the following screenshot.

        Initialize variable page

    2. Select Initial variable to update the Initialize variable page for Yume URL.

      1. Populate the Value field with the value of the PowerApps Weblink URL for the Yume PowerApp.

    3. Update the frequency as needed (currently set to every 1 week on Sunday).

    4. Save the flow.