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Add a provider instance

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This unit describes the steps that are required for adding a provider instance in Intelligent Order Management.

Create application connections

In this section, you'll create Outlook and RequestBin application connections.

Note

If you followed the previous provider creation steps, you can skip this section because you've already created these application connections.

Create an 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 aren't related to your Intelligent Order Management credentials.

Create a 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 a 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 page. Similar to platform connection reference setup, you'll set up connection references to corresponding Power Automate connections that were created in previous steps.
3. On the IOM Provider Connection Reference page, complete these steps:
   1. Copy the connection URL from the Dataverse Power Automate connection details page and then paste it into the Connection URL field.
   2. Select Save.
   3. Select Activate.
   4. Select Save & close.
4. On the IOM provider page, under the Connections section, select Outlook.com.
5. On the IOM Provider Connection Reference page, complete the following steps:
   1. Copy the Outlook.com connection URL from the corresponding Power Automate connection details page and then paste it into the Connection URL field.
   2. Select Save.
   3. Select Activate.
   4. Select Save & close.
6. On the IOM provider page, select Activate. This action will deploy the Power Automate flow that processes the incoming email with order attachment.

Add a 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 listed connections.
3. On the Parameters tab, enter the email account where you want the fulfillment order payload to be sent to. This entry can be any valid email address.
4. On the IOMLabFulfillmentProvider page, complete the following steps:
   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 Power Apps maker portal and confirm that you are in the correct Intelligent Order Management trial environment. To check which environment that you are in, select the Environment icon in the upper-right corner of the maker portal.
2. Go to Solutions > Default Solution.
3. Filter the solution component to display only Cloud flow. The following Power Automate flows should now display.

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