Set up nurture components

Multiple nurture components are provided in the Center of Excellence (CoE) Starter Kit; each will require some configuration to install. The installation instructions in this article have been segmented based on the set of components that should be grouped and installed together, and dependencies on other segments are outlined in each section.

The Nurture Components can be used in both Production environments and Dataverse for Teams environments. Where you install it will depend on your organization setup, your adoption of Microsoft Power Platform so far and what you want to achieve with the CoE Starter Kit. Before you decide, compare Dataverse vs Dataverse for Teams

Learn more: What is Dataverse for Teams

Prepare content for consumption by solution objects

Upload default data set for the Maker Assessment app

If you are going to use the Maker Assessment app, import an initial set of assessment questions first. You can add your own questions or customize the existing ones after this import.

  1. Extract the MakerJourneyData.zip file. You can find this file in the initial download.
  2. Upload the three files to the Documents library of a SharePoint site in your tenant and note down the site URL. These files are only needed once for import, and can be deleted after this flow runs.

Create a SharePoint document library

This library is used to store templates, components, and documents that you want to share with makers in your organization. In this section, you'll create and populate the library by using a set of starter materials.

The Template Catalog app depends on this library. If you don't intend to use the template catalog, you can skip this step and go straight to Update environment variables.

Create the site

If you don't already have a SharePoint site for the Microsoft Power Platform power users in your tenant, create a new team now for them to access. This site is the one specified in the following environment variable: Power User Site URL (SharePoint Site). More information: Create a team site in SharePoint

Create the library

We've created a helper flow to create the library for you. See the zip file CreateCoETemplateLibaryDocLibraryinSP.zip, which is part of your CoE Starter Kit download.

  1. Go to flow.microsoft.com > My Flows > Import and import the CreateCoETemplateLibaryDocLibraryinSP.zip cloud flow.

  2. Ensure that the flow is turned on, and run the flow.

  3. When the flow is completed, you'll have a doc library named AppTemplates, with the following columns in the default view:

    Column name Type
    Title Single line of text
    DisplayName Single line of text
    ItemDescription Multiple lines of text
    Featured Yes/No
    TemplateType Choice (the options are App, Flow, Component, Image, or Document)

    Ensure that you've set up the correct permissions for your SharePoint site; we recommend that you give view-only access to your power users. More information: Create a document library in SharePoint

    Note

    You can't complete setup for the Template Catalog app, which uses this environment, until you extend the app. More information: Modify components

Add your own templates

If you have existing templates that you'd like to share with your makers (for example, template apps, brand guidelines, or app and flow samples), upload them to the AppTemplates document library so they show up in the template catalog.

Set up a feedback form for your Training in a day

  1. Go to forms.office.com.

  2. Select New Form.

  3. Enter Microsoft Power Platform Training Feedback for the title.

  4. Select + Add New to add the following questions:

    1. Rating: Please rate the training course
    2. Text: What went well?
    3. Text: What didn't go well?
  5. Select Share, and copy the link for Send and collect responses.

    Copy the feedback form URL to send and collect responses

  6. Save the link to the form for the Training in a day - Feedback Form environment variable.

Import the solution

The core components solution is required for the nurture components solution, or any other component in the starter kit, to work.

  1. Follow the instructions in Set up core components to import the solution either into your Production or your Dataverse for Teams environment.

  2. Import the CenterOfExcellenceNurtureComponents_x_x_x_xx_managed.zip file.

  3. Create a new connection to the RSS connector, and set your Microsoft Dataverse connection. Import the CoE nurture components solution

  4. Update the environment variable values. Note that if you choose, you can leave the values empty on import and update them later after the import is completed.

    Name Description
    Training in a day - Feedback Form The Training in a Day package includes a flow that automatically sends a feedback request to attendees on the day of the event. Configure the form URL (https://forms.office.com/...) here.
    Power User Site URL (SharePoint Site) The site that your Microsoft Power Platform power users can use to communicate and share files. You'll use it here to house the template library for them.
    Innovation Backlog URL (optional) URl to the Innovation Backlog canvas app, if you are using this app
    Maker Assessment Admin eMail eMail of the admin or CoE team that will respond to queries from the Maker Assessment app.
    Maker Assessment SharePoint Site SharePoint site URL to which you have uploaded the Maker Assessment Excel documents for initial import.
    Community URL Link to your internal Microsoft Power Platform community (for example, Yammer or Teams)

Import default data set for the Maker Assessment app

Note

The Excel Online (Business) must be in the business data–only bucket of your DLP policy for this flow to run successfully.

  1. Ensure that you have set the Environment Variable Maker Assessment SharePoint Site to the site where you put the Excel files

  2. Open the Center of Excellence - Nurture Components.

  3. Edit the Maker Assessment | Import starter data cloud flow.

  4. When you open the flow, the calls to Excel will look like this: Maker Journey Starter Data 1

  5. Hit the X next to the Document Library listed (b!USLF...) and chose the correct library where you put the files (Documents for me). Maker Journey Starter Data 2

  6. Hit the folder icon and chose the correct file

    • Categories : asessmentcategories.xlsx
    • Questions: assessments.xlsx
    • Answers: answeroptions.xlsx
  7. Hit the drop down on Table and chose the correct Table (Table1 if you do not change the files)

  8. At this point, you call is resolved and will look like this

    Maker Journey Starter Data 3

  9. Do the above for all three calls to Excel

  10. Save the flow and return to the flow details page

  11. Turn on the Maker Assessment | Import starter data flow and run it once to populate the initial set of questions and answer options for the Maker Assessment app.

Note

If you see this error trying to run the flow, you have hit a product bug but it's easy to overcome.
Hit Cancel on the run, close the browser window, reopen the flow, and try again.
Maker Journey Starter Data Error

Update environment variables

Environment variables are used to store application and flow configuration data. This means that you only have to set the value once per environment and it will be used in all necessary flows and apps in that environment.

All flows in this solution depend on all environment variables' being configured.

Tip

To view all environment variables in the environment, open the default solution for the environment, and set the Type filter to Environment variable.

  1. Select See Environment Variables to set the current values as described in the following table.
Name Description
Training in a day - Feedback Form The Training in a Day package includes a flow that automatically sends a feedback request to attendees on the day of the event. Configure the form URL (https://forms.office.com/...) here.
Power User Site URL (SharePoint Site) The site that your Microsoft Power Platform power users can use to communicate and share files. You'll use it here to house the template library for them.
Innovation Backlog URL (optional) URl to the Innovation Backlog canvas app, if you are using this app
Maker Assessment Admin eMail eMail of the admin or CoE team that will respond to queries from the Maker Assessment app
Maker Assessment SharePoint Site SharePoint site URL to which you have uploaded the Maker Assessment Excel documents for initial import.
Community URL Link to your internal Microsoft Power Platform community (for example, Yammer or Teams)

Activate the flows

The nurture components solution contains five flows:

  • 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

Follow the same instructions to configure the flows as explained in Activate the sync template flows.

Share apps with your organization

The nurture components solution contains four apps. As soon as you're ready to adopt the CoE, share these apps as follows:

  • Maker Assessment: Share with your makers or your entire organization.

  • Template Catalog: Share with your makers or your entire organization.

  • Power Platform Training Management: Share with admins only.

  • Power Platform Training Registration: Share with your entire organization.