團隊核准應用程式可用性Teams Approvals app availability

[核准] 應用程式可作為個人 app 提供給所有 Microsoft 團隊使用者使用。The Approvals app is available as a personal app for all Microsoft Teams users. 核准 app 提供一種簡單的方法,可將審核、合規性、責任及工作流程帶入小組中的結構化和非結構化核准。The Approvals app provides a simple way to bring auditing, compliance, accountability, and workflows to both structured and unstructured Approvals in Teams.

顯示核准應用程式

使用者可以釘選 [核准] 應用程式,將其儲存至功能表列。Users can pin the Approvals app to save it to the menu bar.

顯示具有 [pin] 選項的 [核准] 應用程式

從核准 app 建立的第一次核准將會觸發在預設的一般資料服務 (光碟) 環境中提供核准方案。The first approval created from the Approvals app will trigger the provisioning of the Approval Solution in the default Common Data Service (CDS) environment. 從核准 app 建立的核准將會儲存在預設的 CD 環境中。Approvals created from the Approvals app will be stored in the default CDS environment.

本文將說明核准 app 需求與角色。This article describes the Approvals app requirements and roles.

所需的許可權和授權Required permissions and licenses

若要使用 [核准] 應用程式,您需要下列專案的許可權:To use the Approvals app, you need permission for the following items:

  • 建立 Microsoft CD 資料庫的許可權。Permissions to create a Microsoft CDS database.

  • Flow.microsoft.com上的帳戶An account on flow.microsoft.com

  • 目標環境中的系統管理員角色。Administrator Role in the target environment.

  • [ 電源自動化]、[Office 365] 或 [Dynamics 365] 的授權。License for a Power Automate, an Office 365, or a Dynamics 365.

使用光碟儲存檔案Storage with CDS

常見的資料模型 (CDM) 是在 CD 中的商務與分析應用程式所使用的共用資料語言。The Common Data Model (CDM) is the shared data language used by business and analytical applications in the CDS. 它包含由 Microsoft 和合作夥伴所發佈的一組標準化、可擴展資料架構,可在應用程式和業務程式之間一致資料及其意義。It consists of a set of a standardized, extensible data schemas published by Microsoft and our partners that enables consistency of data and its meaning across applications and business processes. 進一步瞭解 Microsoft Power Platform 的一般資料模型Learn more about the Common Data Model of the Microsoft Power Platform.

深入瞭解 核准工作流程Learn more about the Approval workflow.

核准小組 app 許可權Approvals Teams app permissions

[核准團隊] 應用程式可讓您存取下列功能:The Approvals Teams app lets you access the following features:

  • 接收您提供給它的訊息和資料。Receive messages and data that you provide to it.

  • 傳送訊息和通知給您。Send you messages and notifications.

  • 在沒有團隊提供的標頭的情況下,轉譯個人 app 與對話方塊。Render personal apps and dialogs without a Teams-provided header.

  • 存取您的個人檔案資訊,例如您的名稱、電子郵件地址、公司名稱及喜好語言。Access your profile information such as your name, email address, company name, and preferred language.

  • 接收小組成員在頻道中提供給它的訊息和資料。Receive messages and data that team members provide to it in a channel.

  • 傳送頻道中的訊息和通知。Send messages and notifications in a channel.

  • 存取您團隊的資訊:Access your team's information:

    • 團隊名稱team name
    • 頻道清單channel list
    • [名單] (小組成員的名稱和電子郵件地址) 。roster (team member's names and email addresses).
  • 使用小組的資訊來與他們取得聯繫。Use the team's information to contact them.

停用核准應用程式Disable the Approvals app

預設會提供 [核准] app。The Approvals app is available by default. 您可以在 [團隊系統管理中心] 中停用應用程式。You can disable the app in the Teams admin center.

  1. 登入團隊系統管理中心。Sign in to the Teams admin center.

  2. 展開 [ 團隊 app ],然後選取 [ 管理應用程式]。Expand Teams apps and select Manage apps.

  3. 搜尋 [核准] 應用程式。Search for the Approvals app.

顯示 [系統管理中心導覽] 與 [團隊 App] > [管理應用程式] 醒目提示

  1. 選取 [核准]。Select Approvals.

  2. 選取 [切換] 來針對您的組織停用應用程式。Select the toggle to disable the app for your organization.

顯示核准 app 的詳細資料

保留原則Retention policy

從核准 App 建立的核准會儲存在預設的 CD 環境中,這項功能目前不支援備份。Approvals created from the Approvals App are stored in the default CDS environment, which doesn’t support backups at this time. 深入瞭解如何 備份及還原環境-Power Platform | Microsoft 文檔Learn more about how to Back up and restore environments - Power Platform | Microsoft Docs.

表明Auditing

核准 App 會在 Microsoft 365 安全性與合規性中心內記錄審核事件。The Approvals App logs audit events within the Microsoft 365 Security and Compliance Center. 您可以查看審核記錄。You can view the audit log.

  1. 移至 Microsoft 365 合規性網站。Go to the Microsoft 365 Compliance Site.

  2. 選取 [ 審計 ] 區段。Select the Audit section.

  3. 搜尋 Microsoft 團隊核准活動 下的活動。Search for activities under Microsoft Teams approvals activities.

您可以搜尋下列活動:You can search for the following activities:

  • 建立新的核准要求Create new approval request

  • 查看核准要求詳細資料View approval request details

  • 核准核准要求Approved approval request

  • 拒絕核准要求Rejected approval request

  • 已取消核准要求Canceled approval request

  • 共用核准要求Shared approval request

  • 附加至核准要求的檔案File attached to approval request

  • 指派核准要求Reassigned approval request

  • 已將電子簽名新增至核准要求Added e-signature to approval request

若要存取流程中的更多審核核准,請在主要核准實體核准、核准要求和核准回應的預設環境中啟用和設定審核。For access to more auditing approvals within Flow, enable and configure auditing in the default environment for the primary approval entities Approval, Approval Request, and Approval Response. [建立]、[更新] 和 [刪除] 作業是核准記錄的可審核事件。Create, update, and delete operations are auditable events for Approval records. 深入瞭解有關 安全性與合規性的審核資料和使用者活動-Power Platform | Microsoft檔。Learn more about Audit data and user activity for security and compliance - Power Platform | Microsoft Docs.

您可以在 Microsoft 365 安全性與合規性中心中進一步自訂審核。Auditing can be customized further in the Microsoft 365 Security and Compliance Center.

  1. 若要使用預先設定的報告,請登入 Microsoft 365 安全性與合規性。To use the preconfigured reports, sign in to Microsoft 365 Security and Compliance.

  2. 選取 [ 搜尋 & 調查]。Select Search & investigation.

  3. 搜尋 [審計記錄],然後選取 [ Dynamics 365 活動 ] 索引標籤。Search the Audit log and select the Dynamics 365 activities tab.

深入瞭解 Microsoft Dataverse 及模型驅動的 app 活動記錄-Power PlatformLearn more about Microsoft Dataverse and model-driven apps activity logging - Power Platform.

安全性Security

透過 [團隊核准] 應用程式,使用者就能建立新的核准,並查看他們已傳送和接收的核准。From the Teams Approvals app, users have access to create new Approvals and view Approvals that they have sent and received. 使用者無法存取其他人所建立的核准,除非他們是要求的回應者或查看者。Users won't have access to Approvals that are created by others unless they're either a responder or a viewer of the request.

注意

如果使用者是已建立核准的聊天或頻道的一部分,就會有該要求的查看者角色。A user will be given a viewer role of a request if they are part of the chat or channel where the approval was created. 如果您在建立核准時沒有取得該角色,他們就不能在要求上採取動作。They won't have the ability to take action on the request if they weren't given that role when the approval was created.