To get started, we need you to complete some details and actions to ensure a hassle-free deployment of Mercury within your Microsoft 365 account.
Where we have requested Azure Administrator roles, note we only ask for those which are necessary for provisioning and managing Mercury.
Some actions may require assistance from your IT Administrator, so please work with them to complete the necessary actions or advise if you would like our assistance by providing the necessary access and indicating on the form.
Let your Mercury Project Manager know if you have any queries.
1. Create a "Mercury Support" User Account
To provision Mercury we require an administrative account for your Microsoft 365 subscription, please create one and forward the credentials to your Mercury Project Manager directly. We recommend setting the domain the "onmicrosoft.com" domain and the password is set to never expire but we will change it once we receive the temporary password. The Azure roles required for provisioning are Dynamics 365 Administrator, Cloud Application Administrator and User Administrator. The recommended format is Mercury.Support@yourdomain.onmicrosoft.com. Once we have this access we can provision Mercury and will also setup Service Principal access for our integration services.
2. Create Security Groups
Please create two security groups called "Security - Mercury Production" and “Security – Mercury Test”. Please add the Mercury Support account added above as the owner and a member of both groups. This will be used to secure your new Mercury environments. If you wish Mercury to complete this task please assign the Mercury Support account the Azure User Administrator role.
3. Create Parsing Email Accounts
Please create two new user accounts with an exchange mailbox for CV parsing. The passwords should be set to never expire:
- for priority CVs: cv@yourdomain.com and,
- for job board adverts responses: adresponse@yourdomain.com.
Mercury can set these up if you prefer if you give us the Azure User Management role.
4. Accept our Partner Invitation
Accept our partner relationship invitation to allow Mercury to provision Microsoft licenses to your Account. Even if you have not taken up this option you should still accept the relationship as it does not give us any further administrative access but just recognises us as your partner and allows us to provide advanced Microsoft support for you. This must be done by a Global Administrator of your account.
5. Create SharePoint Sites
Please create two SharePoint team sites called "Mercury Production" and “Mercury Test” and make our account above a Site Admin. If you prefer us to do this for you, then please just add the Azure Role SharePoint Administrator to our new admin account above.
- Creating a new SharePoint site: https://support.microsoft.com/en-us/office/create-a-site-in-sharepoint-4d1e11bf-8ddc-499d-b889-2b48d10b1ce8
- Adding a site admin to a new SharePoint site: https://learn.microsoft.com/en-us/sharepoint/manage-site-collection-administrators#add-or-remove-site-admins-in-the-new-sharepoint-admin-center
6. Choose your URL Prefix
Mercury is accessed via a URL e.g., https://companyname.crm11.dynamics.com. What is your preferred prefix for the Mercury URL where it says "companyname"? We cannot always provide the exact prefix requested but we will attempt to create one as closely matched as possible.
7. Choose the main base currency for the Environment
Please advise the main base currency of your Mercury environment, e.g., USD (US Dollars) or GBP (British Pounds), this is what you might use for board reports. Once set, this base currency can never be changed, however the platform will still handle multiple currencies throughout your business processes.
8. Ensure your company meets the Power Platform minimum requirements and update your Firewall and VPN Restrictions (not usually required)
Check out Power Platform minimum requirements: https://learn.microsoft.com/en-us/power-apps/limits-and-config
If you have any firewall restrictions in place, please ensure you allow all the URLs and IP addresses in this Microsoft Article to be accessed: https://learn.microsoft.com/en-us/power-platform/admin/online-requirements
9. Send us a Global Admin Contact
If you have not already done so, please provide the name, email and phone number of your IT Administrator to your Mercury Project Manager and forward this document to them so they can assist us with the remainder of our technical requests. This should be an individual who has Global Administrator access for your organisation’s Microsoft account. If you use a third party for IT Support, please copy your Mercury Project Manager in when you log the support ticket to authorise us to communicate with them on your behalf.
Once the above is provided, we will be able to provision your Mercury environment in Power Platform.