intro to power platform centre of excellence starter toolkit

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Intro to Power Platform Centre of Excellence Starter Toolkit Presented by : Shonak Mediratta

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Page 1: Intro to Power Platform Centre of Excellence Starter Toolkit

Intro to Power Platform Centre of Excellence Starter Toolkit

Presented by : Shonak Mediratta

Page 2: Intro to Power Platform Centre of Excellence Starter Toolkit

Topics

• Introduction

• Breakdown of the CoE Kit

• Overview of Admin module

• Overview of the Governance Module

• Overview of the Nurture Module

• App Auditing Process Walkthrough

• Training Management Process Walkthrough

• A few limitations…

Page 3: Intro to Power Platform Centre of Excellence Starter Toolkit

Introduction

Shonak Mediratta

• Power Platform/CE Solution Architect

• Work for Avanade UK

https://www.linkedin.com/in/shonak-mediratta-a564662/

Page 4: Intro to Power Platform Centre of Excellence Starter Toolkit

What is a Power Platform CoE Kit ?

A Centre of Excellence (CoE) in an organization drives innovation and improvement and brings together like-minded people with similar business goals to share knowledge and success, while at the same time providing standards, consistency, and governance to the organization.

The Microsoft Power Platform CoE Starter Kit is a collection of components and tools that are designed to help you get started with developing a strategy for adopting and supporting Microsoft Power Platform, with a focus on Power Apps and Power Automate.

https://docs.microsoft.com/en-us/power-platform/guidance/coe/overview

Page 5: Intro to Power Platform Centre of Excellence Starter Toolkit

Briefings & Demos

Proof of Concepts

First Production App

Multiple Production Apps

Center of Excellence

Customer engagement focus

Page 6: Intro to Power Platform Centre of Excellence Starter Toolkit

Building Blocks

• Gain Insights into your Power Platform adoption

• Establish Audit and Compliance Process

• Accelerate your adoption by thriving with a community of workers

SCOPE

VALUE • Discipline to use case development

• Ensure selection of highest value work

• Enterprise awarenessand excitement

• Showcase the valueof analytics

• Make analytics come alive

ADMINISTRATION GOVERNANCE NURTURE

• Enables sharing on best practices

• Accelerated on-boarding of new makers

• Letting the makersconcentrate on realbusiness problems withoutworrying about consistentlook and feel

THEMING

• Create and manage themes for consistent look and feel

Page 7: Intro to Power Platform Centre of Excellence Starter Toolkit

Nurture

Governance

Administration

CoE Kit Breakdown - Component Grouping

CoE Kit

Solution Aware

Components

Core

Components

Solution

Theming

Solution

Audit Log

Solution

Governance

Solution

Nurture Solution

Non-Solution

Aware

Components

Power BI

Dashboard

Power BI

Embedded Apps

Audit Log ( Basic

Auth)

SharePoint

Template Library

SharePoint

Archive Library

Theming

http://aka.ms/coestarterkit

Page 8: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration

Co

re C

om

po

nen

tsSet up the core

components

Apps

Flows

Connections

Au

dit

Lo

g

Collect Audit

Log Data

Po

wer

BI

Set up Power BI

Report

Administration

Page 9: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration - Core Components

Administration

Centre of Excellence – Core

Components Solution

Entities

Flows

Canvas

and Model

Driven

Apps

Page 10: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration - Core Components

Administration

CoE – Admin| Sync

Template V2

CoE – Admin| Sync

Template V2 (

Apps)

CoE – Admin| Sync

Template V2 (

Connectors)

CoE- Admin | Sync

Templates V2

(Custom

Connectors)

CoE – Admin | Sync

Templates V2

(Flow Action

Details)

CoE – Admin | Sync

Templates V2

(Flows)

CoE – Admin | Sync

Templates V2

(Model Driven

Apps)

CoE – Admin | Sync

Templates V2

(Sync Flow Errors) CDS

Power Apps App Flow Action Detail Flow Sync Flow Errors Power Apps ConnectorEnvironment Power Apps App

Represents an App

App Type (Canvas,

Model Driven,

SharePoint Form App)

The following notable

information is

available for each

App:

• Last Launched on

• App Plan

Classification

(Standard,

Premium,

Extended)

• Shared Users

• App Orphaned

Represents an

App

App Type

(Canvas, Model

Driven,

SharePoint Form

App)

Represents the Environment

object, which contains apps,

flows, and connectors. The

following notable information

is available for each

environment:

• CDS Instance

Environment Maker

(Created by)

• Region

• Type (Trial, Developer,

Production)

• Number of Apps (rollup)

• Number of Flows (rollup)

• Number of Custom

Connectors (rollup)

Represents the

set of actions

that occur in a

flow. This entity

has a n:1 link

with the Flow

entity

Represents a flow. The

following notable

information is available

for each flow:

• Environment

• State (Started,

Suspended, Stopped)

• Flow Orphaned

• Flow Trigger

Represents an App

App Type (Canvas,

Model Driven,

SharePoint Form

App) .The following

notable information

is available for each

App:

• Last Launched

on

• App Plan

Classification

(Standard,

Premium,

Extended)

• Shared Users

• App Orphaned

Represents a standard or custom

connector. The following notable information

is available for each connector:

• Is Custom Connector (yes/no)

• Maker (for Custom Connectors)

• Tier (Standard/Premium)

Power Platform Admin View Set App Permissions Set Flow Permissions DLP Editor DLP Customizer

Apps

Flows

Entities

Model Driven App Canvas Apps

Page 11: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration - Core Components Installation and Configuration - Prerequisites

Administration

Power Platform

Service Admin (or

D365 Service

Admin) for access

to all tenant

resources

Ideally a dedicated

environment with a

CDS instance

(Helps to have a

separate DLP policy

associated with the

CoE environment

to enable all the

admin connectors)

Power App

Premium License is

required for using

Common data

Service

Page 12: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration - Core ComponentsSolution Installation

Administration

Install the core components solution in the dedicated CoE environment

Page 13: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration - Core ComponentsEnvironment Variables and CoE Settings Entity

Administration

Environment Variables

Power Automate

Environment Variable

For a US environment: https://us.flow.microsoft.com/manage/environments/

For an EMEA environment: https://emea.flow.microsoft.com/manage/environments/

For a GCC environment: https://gov.flow.microsoft.us/manage/environments/

Admin EmailEmail address used in flows to send notifications to admins; this should be either your email address or a

distribution list

Email Header StyleCSS style used to format emails that are sent to admins and makers. A default value is provided. See the

provided default value.

Also Delete from CoEWhen the Admin | Sync Template v2 (Check Deleted) flow is run, this denotes if you want the items items

deleted from CoE (yes) or just mark deleted (no)

Page 14: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration - Core ComponentsEnvironment Variables and CoE Settings Entity

Administration

CoE Settings Entity

Company Name Your company name as it will appear in dashboards

Brand Logo Link to your logo as an image file

Brand Primary colour Hexadecimal value of your primary brand colour (#CCCCCC)

Brand Secondary colour Hexadecimal value of your secondary brand colour (#DDDDDD)

Email End User Support Email address for your helpdesk or user computing support team

Email Maker Support Email address for your Microsoft Power Platform maker support team

Tenant Type The type of tenant you have. Possible Values:

Commercial (use if your url is https://make.powerapps.com)

GCC (use if your url is https://make.gov.powerapps.us)

GCC High (use if your url is https://make.high.powerapps.us)

Link to Community Channel Link to your internal Microsoft Power Platform community (for example, Yammer, Teams)

Link to Learning Resource Link to internal Microsoft Power Platform learning resources, or you might link to aka.ms/PowerUp

Link to Policy Documentation Link to internal Microsoft Power Platform policies; for example, a Teams channel or SharePoint site

Version Set to 1.0

Page 15: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration - Core ComponentsFlow Configuration

AdministrationThe flows with the prefix Sync are required for populating and cleaning up data in the resource-elated Common Data Service entities

(Environments, Power Apps Apps, Flows, Flow Action Details, Connectors, and Makers).

In order to activate each of these flows :

1. Save a copy of each of the flows outside the solution and name it as per your preferred terminology (e.g. with a prefix of “COE” )

2. Fix the connections in context of the current environment

3. Turn on each flow ( the starting flow “Admin | Sync Template v2” which causes the other flows to trigger should be turned on as the last one.)

4. Now Trigger the master flow - “Admin | Sync Template v2”

CoE - Admin | Sync Template v2 (Apps)

CoE - Admin | Sync Template v2

As an example : CoE - Admin | Sync Template v2 (Apps) flow gets invoked to collect all the canvas Apps infomation from the environments

Page 16: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration - Core ComponentsAudit Log Sync

Administration

Note : Before configuring the Audit log sync , you need access to Office 365 Audit Log

Install the Audit Logs solution

Sync Audit Logs

Child – Sync

Audit Logs

Office 365

customer

Connector

The Audit Log Sync flow connects to the Office 365 Audit Log to gather telemetry data (unique users, launches) for apps.

Note : The Centre of Excellence (CoE) Starter Kit will work without this flow, but the usage information (app launches, unique users) in the Power BI dashboard will be blank.

Configure the customer connector Set up the relevant Flows

Option 1-Using Basic Authentication

1. Import the Swagger file present

in the COE Kit

Option 2-Using Azure App Registration

1. Azure AD app registration that will

be used in a custom connector

2. Configure the connector

contained from the solution

Configure the parent and child flows

present in the solution – update the

tenant ID details

If using the basic authentication, import

the flow template compressed (.zip)

package named SyncAuditLogs.zip from

the CoE

The solution contains all the components required Two options to configure the custom connector Flows will be configured based on the custom connector

option chosen

Page 17: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration - Core ComponentsPower BI Dashboard

AdministrationThe Power BI dashboard provides a holistic view with visualizations and insights into resources in your tenant: environments, apps, Power Automate

flows, connection references, makers and audit logs

Apps, Flows and Connectors etc being

created by the environment makers

Compliance centre logs

generated as apps are used

Sync flows

Audit log flows

CoE Environment CDS Instance

Page 18: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration - Core ComponentsPower BI Dashboard

Administration

Option 1- Get the Power BI dashboard from the AppSource

Go to the CoE Starter Kit page on AppSource and get it directly from

the AppSource Page

Option 2 - Configure the Power BI dashboard by using the .pbix file

In the Power BI Desktop client, open the PowerPlatformAdminDashboard.pbix file, which

can be found in the CoE Starter Kit and go to transform data on the Home ribbon

Power BI Dashboard Configuration can be carried out using one of the following options

Option 2 gives more flexibility in terms of modifying the dashboard to your own branding, and including

(or excluding) pages or visuals you want to see (or not see) in the dashboard.

Optionally we can also configure embedded apps in the CoE dashboard

Page 19: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration

Administration - Core ComponentsDLP Editor Canvas App

Canvas app that reads and updates data loss prevention (DLP) policies while showing a list of apps that are affected by the policy configurations.

Make changes to DLP policies See what impact each change

will have

Mitigate the risk of DLP changes'

breaking a flow or an app by

contacting makers

Page 20: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration

Administration - Core ComponentsDLP Customizer Canvas App

Canvas app you can use to add custom connectors to the Business Data Group of a DLP policy, or to enable HTTP connectors to a DLP policy

Page 21: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration

Administration - Core ComponentsSet App Permissions Canvas App

Canvas app that an admin can use to discover apps by app name, environment, or owner name, and change app permissions

Set a new app owner Add new viewers and editors

Change app permissions from

Editors to Viewers or Viewers to

Editors

Change app permissions from

Editors to Viewers or Viewers to

Editors

Page 22: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration

Administration - Core ComponentsSet Flow Permissions Canvas App

Similar to the Set App Permissions app, this canvas app lets an admin discover flows by flow name, environment, or owner name.

Add new viewers and editorsRemove Flow Permissions

Page 23: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration

Administration - Core ComponentsPower Platform Admin View – Model Driven App

A model-driven app that provides an interface used to browse items in Common Data Service custom entities that have been populated via the various flows and

associated connectors that form part of the CoE kit.

Gives an overview of resources in

the tenant Lean more about makers,

connectors, apps and flows

Interactive dashboards to get an

overview of the resources Complete App Audits – as per of

the governance process

Page 24: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration

Administration - Core ComponentsPower BI Dashboard

Govern

drive actions through

insights

Monitor

oversight of tenant

resources

Nuture

learn about your

community

The first page of the dashboard provides an overview of all areas and their purpose, in addition to

buttons to navigate to the different sections and pages.

Page 25: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration

Administration - Core ComponentsPower BI Dashboard - Example of a Monitor Dashboard

• Total Number of Environments (and Environments created this month)

• Total Number of Environment Makers

• Total Number of Custom Connectors

• Total Number of Apps, App Makers and Apps created this month

• Total Number of Flows, Flow Makers and Flows created this month

Page 26: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration

Administration - Core ComponentsPower BI Dashboard - Example of a Monitor Dashboard

• Total Number of Apps

• Total Number of Apps created this month

• Total Number of App Makers

• Total Number of Canvas Apps and Model Driven Apps

• Number of Production Apps (The definition of a Production App is 50

active sessions or active sessions by five unique users for the same app

in a month.

Page 27: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration

Administration - Core ComponentsPower BI Dashboard - Example of a Monitor Dashboard

• Total Number of Flows

• Total Number of Flows created this month

• Total Number of Flow Makers

• Total Number of Suspended and Stopped Flows

Page 28: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration

Administration - Core ComponentsPower BI Dashboard - Example of a Govern Dashboard

As an admin, you'll want to use the insights you gather to drive

action, such as performing risk assessments and identifying critical,

orphaned, or unused resources. The pages in the Govern section

enable you to drive action directly from within the Power BI report

through an embedded app

The app can be used to grant yourself or others ownership of a

resource, archive it, or delete it.

Page 29: Intro to Power Platform Centre of Excellence Starter Toolkit

Administration

Administration - Core ComponentsPower BI Dashboard – Example of a Nurture Dashboard

The Maker page, at one glance, helps you see your top

makers, how many apps and flows those makers have

created, and your top active departments.

Page 30: Intro to Power Platform Centre of Excellence Starter Toolkit

Governance - Core Components

CoE – Admin |

Compliance

detail request

Admin | App

archive and

clean up – Start

Approval

Admin | Flow

archive and

clean up – Start

Approval

Admin | Find

and disable

flows that

leverage certain

connectors

Admin | Find

and add admins

as owners for

apps that

leverage certain

connectors

Admin | App

archive and clean

up – Check

Approval

Admin | Flow

archive and clean

up – Check

Approval

Power Apps App Flow Action Detail Flow Sync Flow Errors Power Apps ConnectorArchive Approval Power Apps App

User to store the information

about the App or Flow that

needs to be archived post

approval

App Archive and Clean up view Developer Compliance Center

Apps

Flows

Entities

Model Driven App Canvas App

Power Apps App Approval Flow

These entities are created as part of the Administration Core Solution

Governance

The Archive and Clean Up flows will archive unneeded apps to a SharePoint library. If you intend to use

those flows, you need to configure a SharePoint site and document library first.SharePoint

Library

Page 31: Intro to Power Platform Centre of Excellence Starter Toolkit

Governance - Core ComponentsApp Auditing Process – Spanning across Administration , Governance and Nurture modules

Admin | Compliance

detail request

The flow iterates

through all the Apps in

the tenant and checks

whether the apps are

compliant

Email to App Owner

If the owner has not

submitted a business

justification and the

App is not compliant,

the flow sends the

email to the owner to

notify that the App is

not compliant with the

Company’s policy

Developer Compliance

Centre App

The App owner uses

the email with the link

to the Developer

Compliance centre to

open the same. The

Developer Compliance

centre App enables

the users to submit

details to make the

new App compliant.

Power Platform Admin

View

Business process flow

in the admin app helps

facilitate the auditing

process

App

Catalogue

Once the Admin is

satisfied the App can

then be published in

the App Catalogue

A

d

m

in

is

tr

at

io

G

o

v

e

r

n

a

n

N

u

rt

u

r

e

System System App Owner CoE Admin CoE AdminActors

System Modules

Governance

Page 32: Intro to Power Platform Centre of Excellence Starter Toolkit

Nurture - Core Components

Admin |

Newsletter

with Product

Updates

Admin |

Welcome Email

Training in a

day | Feedback

Reminder

Training in a day |

Registration

Confirmation

Training in a

day |

Reminder 3

days prior to

event

Power Apps App Flow Action Detail Flow Sync Flow Errors Power Apps ConnectorIn a day attendees Power Apps App

Represents attendees that

have registered for a

Training in a day course by

using the Training in a day

Registration canvas app

App Catalogue

Apps

Flows

Entities

Canvas Apps

These entities are created as part of the Administration Core Solution

This library is used to store templates,

components, and documents that you want

to share with makers in your organization

SharePoint

Library

Nurture

Training Feedback FormForms Pro

Once configured the link can be pasted into the default value of your Training in a day - Feedback

Form environment variable.

In a day event

Represents available

training events created

through the Training in a

day Management canvas

app.

Training in a Day Management Training in a Day Registration

Page 33: Intro to Power Platform Centre of Excellence Starter Toolkit

Nurture Training Process

Training in a Day -

Management

Training in a day -

Registration

Training in a day –

Registration

Confirmation

Training in a day -

Reminder 3 days prior

to the event

Training in a

day –

Feedback

Reminder

COE

Admin

Training

Attendee System System SystemActors

System

Modules

Nurture

Page 34: Intro to Power Platform Centre of Excellence Starter Toolkit

Few Limitations to Keep in Mind

• Timeouts in the Admin | Sync Template V2 - if you see 429 errors in the flow run history occurring in the later runs,

• Configure concurrency in Foreach

Reduce concurrency in Foreach loops to reduce simultaneous calls within the step “Get Environments and store them in the CoE Common Data Service Entity”

- Reduce the Degree of Parallelism

• Configure Retry Policy

In the Settings pane for each call to Common Data Service, configure the timeout/retry

Page 35: Intro to Power Platform Centre of Excellence Starter Toolkit

Few Limitations to Keep in Mind

DLP customizer

• The tool currently doesn't work for custom connectors that are installed as part of a managed solution.

Government community cloud (GCC) environments

• The CoE Starter Kit is available for GCC environments; however, the custom connector to connect to Office 365 Audit Logs isn't available for

GCC environments yet.

• Embedding Power Apps canvas apps in Power BI Dashboards is not available for GCC environments yet.

Sync Flow (Model Driven Apps)

• It currently isn't possible to retrieve model-driven apps for developer environments (My Name's environment).

Custom Connectors and DLP

• To add custom connectors shipped as part of this solution to the business data–only group of your DLP policy, we need to use the

PowerShell cmdlets that have been provided

Theming Components

• The Shared Component Library part of the Theming components is not editable. Make your own copy to expand it.

Page 36: Intro to Power Platform Centre of Excellence Starter Toolkit

THANK YOU FOR ATTENDING!