Onboard provider instance

This topic describes the steps required to onboard a provider instance in Microsoft Dynamics 365 Intelligent Order Management.

Create application connections

Create Outlook connection

To create an Outlook connection, follow these steps.

1. Select New connection.
2. In the search box in the upper right corner, enter "Outlook.com".
3. Select the plus symbol ("+") to create the connection.
4. Sign in with your Outlook credentials (user name and password), which are not related to your Intelligent Order Management credentials.

Create RequestBin connection

To create a RequestBin connection, follow these steps.

1. Select New connection.
2. In the search box in the upper right corner, enter "requestbin".
3. Select the plus symbol ("+") to create the connection.

Add provider for order intake

To add a provider for order intake, follow these steps.

1. Go to Providers > Catalog and select Add Provider on the IOMLabOrderIntakeProvider tile.
2. Under the Connections section, select Microsoft Dataverse to navigate to the IOM Provider Connection Reference form. Similar to how platform connection references were set up, you'll need to set up connection references to corresponding Power Automate connections created in previous steps.
3. On the IOM Provider Connection Reference form:
   1. Copy the connection URL from the Dataverse Power Automate connection details page and paste it into the Connection URL field.
   2. Select Save.
   3. Select Activate.
   4. Select Save & close.
4. On the IOM provider form, under the Connections section select Outlook.com.
5. On the IOM Provider Connection Reference form:
   1. Copy the Outlook.com connection URL from the corresponding Power Automate connection details page and paste it into the Connection URL field.
   2. Select Save.
   3. Select Activate.
   4. Select Save & close.
6. On the IOM provider form, select Activate. This action deploys the Power Automate flow that processes the incoming email with order attachment.

Add provider for fulfillment

To add a provider for fulfillment, follow these steps.

1. Go to Providers > Catalog and select Add Provider on the IOMLabFulfillmentProvider tile.
2. Under the Connections section, set up all the connections listed.
3. On the Parameters tab, enter the email account where you want the fulfillment order payload to be sent to. This can be any valid email address.
4. On the IOMLabFulfillmentProvider form:
   1. Select Save.
   2. Select Activate.
   3. Select Save and close.

View the deployed Power Automate component

To view the deployed Power Automate component, follow these steps.

1. Go to the Power App Maker portal and confirm that you are in the correct Intelligent Order Management trial environment. To check which environment you are in, select the Environment icon on the top right corner of the maker portal.
2. Go to Solutions > Default Solution.
3. Filter the solution component to display only "Cloud flow". You should now see the following Power Automate flows.

Next quick start lab step: Create policies