Profisee (Preview)

The Profisee Power Platform Custom Connector enables a Profisee customer to interface with Microsoft Apps, Copilot Studio, or other that can utilize a Power Platform connector. One must have access to a Profisee instance with a current product license and an active Microsoft Azure subscription. This custom connector offers the following Profisee master data operations: create entity and attribute, create/update/delete records, get metadata, and update a color theme.

This connector is available in the following products and regions:

Profisee Master Data Management

Connector Overview

Profisee is a Master Data Management (MDM) platform that helps organizations manage their data effectively. It offers features such as integration, stewardship, governance, data quality, and workflow automation, ensuring data consistency and reliability across systems. Profisee helps deliver quantifiable cost savings and operational efficiencies by addressing data management challenges. It is designed to accept master data from any source, allowing for matching, merging, and synchronization of data.

This connector is based on the Profisee REST API and provides the ability to perform the following operations:

1. Request details for one or more records from your Profisee instance given the entity name.
2. Create master data records within a Profisee entity.
3. Update master data records within a Profisee entity.
4. Delete records within a Profisee entity.
5. Create an entity.
6. Create an attribute within a Profisee entity.
7. Update the Profisee theme (color scheme).
8. Request data quality issues for a Profisee entity.
9. Request metadata for Profisee entities and attributes.

Prerequisites

You will need the following to proceed:

• A Microsoft Azure subscription with permissions to create and/or configure an App Registration.
• A Profisee license with Super Administrator rights.
• Access to the Microsoft Power Platform with sufficient permissions to deploy the connector.

Deployment instructions

Please use these instructions to deploy this connector as custom connector in Microsoft Power Automate and Power Apps.

Authenticate your custom connector with Microsoft Entra ID

Create an App Registration

1. Sign in to the Azure portal. If you have more than one Microsoft Entra ID tenant, make sure you're signed in to the correct directory by verifying that your user name appears in the upper-right corner.
2. On the left pane, select All services. In the Filter box, enter Microsoft Entra ID, and then select Microsoft Entra ID.
3. On the left pane of the Microsoft Entra ID blade, expand Manage and select App registrations.
4. Select new registration.
5. Give it a name and select the supported account type single tenant / multitenant based on your needs.
6. Copy the Application ID, because you need it later.
7. On the left pane of the App registrations blade, expand Manage and select API permissions.
8. Select add permission.
9. Under Delegated permissions, select Access Azure Resource Manager as organization users > Select -> Add permission.
10. Go to Certificates & secrets -> add new client secret -> provide description and expiration date and click add.
11. Copy the secret value you need it later.

There's one more step to complete in the Azure portal, but first you create a custom connector.

Configure Custom Connector

Access the Custom Connector Security tab in the Power Platform.

1. On the Security page, select authentication type as OAuth 2.0.
2. Identity provider -> Microsoft Active Directory.
3. Enter Microsoft Entra ID information for the application:
   • Under Client id, enter the Microsoft Entra ID application ID value you copied earlier.
   • For Client secret, use the value you copied earlier.
   • For Resource URL, enter https://management.core.windows.net/ Be sure to include the resource URL exactly as written, including the trailing slash.

After entering security information, select the check mark (✓) next to the flow name at the top of the page to create the custom connector.

4. On the Security page, the Redirect URL field is now populated. Copy this URL so you can use it in the next section of this tutorial.

Add the redirect URL to the app registration

Select Azure Active Directory (Microsoft Entra ID), then select your app. Select Authentication from left menu, then select Add a platform -> Web Add the value you copied from the Redirect URI field in the custom connector (e.g., https://global.consent.azure-apim.net/redirect/samplecustomconnector123-5f98284236d845b802-5f21c6202f06d65e16) to the Redirect URIs then click Configure.

Other information

This link provides an overview of configuring custom connectors and Microsoft Azure Entra ID Microsoft Learn.

Profisee Support

Submit questions or request help at Profisee Support (requires an active Profisee subscription with entitlements enabled).

Creating a connection

The connector supports the following authentication types:

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Throttling Limits

Actions

Create a new attribute

Create a new entity

Create records by entity name

Delete a record from an entity

Get attributes metadata by entity name

Get data quality issues by entity name

Get entity metadata by name

Get records by entity name

Update an existing theme

Update records by entity name

Definitions

object