Deploying the CT365 Management Solution

Minimum SharePoint site permissions: Edit (preferably Owners group)
Minimum SharePoint license: Microsoft Power Automate Free

📘 Overview

Compliance Tracker 365 includes a Power Automate Management Solution that keeps User Profiles up to date as people change roles.

  • Profiles are automatically checked against group membership, job titles, departments, and offices.
  • Disabled accounts are removed from profile terms.
  • Enhanced security can restrict who can view and read reports.
  • Each site must be enabled from Management > Flow tab to be processed by the solution.

📦 Prerequisites

  • Download the latest version:
    CT365ManagementSolution_6_0_1_0_managed.zip.
  • Use a service account with a basic Office 365 subscription (including Outlook/Teams).
    • This ensures password changes or account deactivations don’t interrupt the process.
  • The service account must:
    • Have Edit permissions (preferably Owners group) on target site collections.
    • Have a mailbox enabled.

🚀 Deployment Steps

  1. Log in to Power Automate (or flow.microsoft.com).
  2. Navigate to Solutions (bottom of the left navigation bar).
  3. If prompted, click Create a database and follow the setup steps. Refresh the page once complete.
  4. Select Import at the top of the page.
  5. Browse and select the downloaded zip file (CT365ManagementSolution...).
  6. Click Next twice to proceed.
  7. On the Connections page:
    • For each required connection, click New connection.
    • A new tab will open — click Create and sign in.
    • Return to the original tab and click Refresh.
  8. Once all connections are configured, click Import.
    • Wait a few minutes until a green banner confirms completion.

🔄 Enable Cloud Flows

Some Cloud Flows may need to be manually turned on after import.
image Open the CT365 Management Solution and enable flows in the following order (some may already be active):
image

🔢 Flows to turn on in order (if off)
  1. Batch Job
  2. Get Items
  3. Populate User Details
  4. Pre-Import Users
  5. Update Items
  6. ViewOnly Report
  7. Scheduled Reports
  8. Processing Flow
  9. Master Flow

🛠️ Troubleshooting

  • Ensure the service account is added to the Owners group (or equivalent) to update profiles and apply permissions.

  • If issues occur during updates, try deleting and re‑importing the solution.

    image

✅ Once deployed and enabled, the CT365 Management Solution will automatically process sites, keeping profiles accurate and ensuring the right people are always associated with the correct terms.