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Set up the Approvals Agent as an admin (preview)

Important

Applies To: Project Operations Integrated with ERP, Project Operations Core

The Approvals Agent is available as a production-ready preview in Microsoft Dynamics 365 Project Operations environments that have version 4.140.0.239 or later. An admin must complete the following steps to enable the approvals functionality of the Time and Expense Agent:

  1. Set up connections on the Microsoft Power Apps home page.
  2. Activate the agent trigger.

Set up connections on the Power Apps home page

To set up connections on the Power Apps home page, follow these steps:

  1. Sign in to Power Apps.
  2. Use the environment switcher at the top of the page to select the environment where the agents were installed.
  3. In the left pane, select Solutions.
  4. Filter the Solutions page for Managed solutions, and select Project Service Agent.

To view a list of connection references, follow these steps:

  1. In the Objects pane, select Connection references.

  2. Select the checkboxes for the Microsoft Copilot Studio and Microsoft Dataverse connection references.

  3. On the command bar, select Advanced > Add to solution.

  4. Select Common Data Services Default Solution.

  5. Select Save.

    Screenshot that highlights the user interface elements used to add connections to the Project Service Agent solution as described in the preceding steps.

  6. After the connections are added to the default solution, select Back to solutions in the left pane.

  7. Filter the Solutions page for Unmanaged solutions, and select Common Data Services Default Solution.

  8. In the Objects pane, select Connection references.

  9. The Microsoft Copilot Studio and Microsoft Dataverse connection references should be listed. Select the checkbox for Microsoft Copilot Studio, and then select Edit on the command bar.

  10. In the dialog that appears, in the Connection section, select New connection.

    Screenshot that highlights the user interface elements used to add a new connection as described in the preceding steps.

  11. A new tab appears and shows a list of connections. In the search field in the upper right, enter Copilot Studio.

  12. In the search results, select the Create button (+) to the right of Microsoft Copilot Studio.

    Screenshot that shows Copilot Studio entered in the search field on the new tab and Microsoft Copilot Studio in the search results.

  13. In the dialog that appears, select Create to create a connection to Copilot Studio, and sign in as the user that you want the agent to run as.

    Note

    The user who signs in for this connection is the user the agent acts as. This must be a real user with an Entra ID account (sign in must happen via OAuth and not as a service principal). The user that you sign in as must have the Time and Approval Agent security role, or another role that provides the same or greater privileges.

  14. Return to the previous tab, and repeat the preceding steps for the Microsoft Dataverse connection reference to create a connection to Microsoft Dataverse.

  15. Return to the Connection references page for the Common Data Services Default Solution solution.

  16. In the dialog, in the Connection section, select the correct user.

    Screenshot that shows a user selected under Connection in the dialog.

Activate the agent trigger

To activate the cloud flow that acts as the agent trigger, follow these steps:

  1. Return to the Project Service Agent solution.

  2. In the Objects pane, select Cloud flows.

  3. In the row for Approvals Agent trigger, select the three vertical dots, and then, on the menu, select Turn on.

    Screenshot that highlights the user interface elements used to turn on the Approvals Agent trigger cloud flow as described in the preceding steps.

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