Configure Collaboration Manager for Loans

After deploying the Collaboration Manager for Loans into your environment, you'll need to configure additional capabilities for it to be fully functional. You will be prompted to configure these capabilities after the successful deployment in Microsoft Cloud Solution Center. You'll also need to set up the integrations with other Microsoft products.

Define Settings Values

You will need to configure settings values to be able to use Bookings, Planner, Tasks, and messaging in Conversations within the Collaboration Manager for Loans app. The Group ID is the AAD required for the Collaboration Manager for Loans to connect to these services. This settings value for Group ID should be configured using the following steps below.

  1. Retrieve the Group ID of the Teams Team or channel where you want to add the Collaboration Manager for Loans app. Select the ellipsis ... next to the channel from the list in Teams and choose Get link to channel from the menu.

    Image of the menu with 'Get link to channel' selected.

  2. The URL has this format: https://teams.microsoft.com/l/channel/< CHANNEL ID>/<Channel name>?groupId=<GROUP ID>&tenantId=<Tenant ID>. Decode the URL-encoded Group ID. For example, you would change 19%3acbe3683f25094106b826c9cada3afbe0%40thread.tacv2 to 19:cbe3683f25094106b826c9cada3afbe0@thread.tacv2.

  3. Navigate to the Solutions page in the left navigation where you will create a new solution. The new solution will house all the Collaboration Manager settings values. And because it's a solution, the settings values can move with the Collaboration Manager solution if it is deployed to a different environment.

  4. To create a new solution, select New solution.

  5. Provide a name (e.g. Collaboration Manager Settings) and a publisher, and select Create.

    Image of the Solutions tab in Power Apps.

    Image of the New solution pane.

  6. Once you've created your solution, navigate into it by selecting it from the list of solutions.

    Image of the list of solutions.

  7. Paste the Group ID settings value you retrieved earlier by selecting New > More > Other > Settings Value in the solution explorer.

    Image of the Refresh Data button.

  8. Select "Collaboration Manager for Loans" as the settings group ID and group ID as the Settings definition ID.

    Image of the New Settings Value pane.

  9. Refer to the steps in configure Bookings to set the Booking Business ID.

  10. Refer to the steps in configure Conversations to set the Channel ID.

Share Collaboration Manager for Loans with users

  1. Sign into Power Apps as an admin user and select the environment.
  2. Navigate to Apps in the left navigation
  3. On the list of apps, select the Loans app.
  4. Select the Share command.
  5. Type in the name of the person or group you want to share to in the People field.
  6. Select the Collaboration Toolkit User, Collaboration Manager for Loans User, and Loan Officer security roles for each user or team, and then select Share.

The security roles provide the following permissions:

  • Collaboration Toolkit User: Permissions required to create and access bookings, notes, and tasks.
  • Collaboration Manager for Loans User: Permissions required to access Collaboration Manager model-driven application.
  • Loan Officer: Permissions required to view loan application records.

Assigning users loans

To allow members of a Microsoft Teams team to collaborate on a record, access control on the record needs to be configured to ensure that they have the required permissions. This is done by creating a Microsoft Dataverse team and mapping the Office group of the team to it. You can then assign Records to the team at data hydration time or afterwards by using the Assign command.

Create a Dataverse team for a Microsoft Teams team

  1. Make sure that you have the System Administrator security role or equivalent permissions.
  2. Go to Power Platform admin center.
  3. Go to Environments and select the environment with Collaboration Manager for Loans in it.
  4. Navigate to Access > Teams > See all.
  5. From the command bar, select  + Create team.
  6. Enter a team name, description, root business unit, and administrator.
  7. Select AAD Office Group as Team Type.
  8. Search for the name of the Teams team who will map to this Dataverse team.
  9. Select Next.
  10. Select the following Security roles: Collaboration Toolkit User, Collaboration Manager for Loans User, and Loan Officer.
  11. Select Save.

To learn more about Dataverse teams, refer to the Dataverse teams management documentation.

Assigning records during data hydration

To enable records to be assigned to the team, the owner id value of a record needs to be set to the ID of the Dataverse team. The record is then owned by the team, enabling all team members to access the record.

Overriding privileges

The configuration of the Collaboration Toolkit User role includes permissions set to the “Local” level (see Security Roles for details). This enables users to perform operations like viewing and editing tasks, meetings, and notes created by other users within the same business unit.

To enable a higher access level, edit the existing roles or create a security role and assign it to users of the application.

Enable Teams theme

  1. Sign into Power Apps as an admin user and select the environment.
  2. Go to Advanced Settings > Customizations.
  3. Select Themes to view the list of themes available in the environment. Select the Collaboration Manager Theme, then select Publish Theme at the top.

Customizing the app further

If you would like to make the app your own, you can fully customize it using Microsoft Power Platform. If you're unfamiliar with building and customizing a model-driven app in Power Apps, you can follow the Microsoft Learn content for model-driven apps.

The following articles show you how to make common changes to the Collaboration Manager for Loans:

  • Customize forms - Add or remove capabilities from the core loan experience.
  • Customize views - Edit the list view that appears on the first dashboard screen.
  • Create charts - Create additional charts that you can display on the dashboard page.

Uninstall

  1. Sign into Power Apps as an admin user and select the environment.
  2. Select Solutions from the left navigation to view installed solutions in the environment.
  3. Select Collaboration Manager for Loans in the solution list, and then choose Delete on the command bar.
  4. Repeat step 3 for the Collaboration Toolkit and Banking Data Model solutions.