Getting Started with DeskDirector
DeskDirector Portals
Browser Support
What is the DeskDirector Admin Portal?
What is the DeskDirector Tech Portal
What is the DeskDirector Client Portal?
Desktop Portal
Managing Your Account
Admin Essentials
DeskDirector Features Overview
Logging in to DeskDirector
User Profiles & Profile Pictures
Managing Tickets with DeskDirector
Office Hours
How Searching Works
Embedding Help Page Media
Get started with the DeskDirector Power Automate Connector
Features
Portal Customization
Forms
Service Catalogue
Communication
Email Connectors
Notifications
Email Notifications
Actionable Messages for Emails
Real-Time Chats
Email Template Engine
Surveys
Broadcasts
Generative AI
Setting up AI Service Providers
Microsoft Foundry for DeskDirector
Knowledge Bases for AI Assistants
Custom Tools for AI Assistants
DeskDirector with Generative AI
AI Assistants in DeskDirector
Ticket Summary for TECH Portal
Advanced
Login & Authentication
Dashboard
Accounts
Contacts
Contact Groups
Approvals
Tags
Custom Domains
Task Lists
File Storage
The Learning Center
Portal Deep Linking
Auditing & Analytics
Microsoft Power Automate
Actions
Solutions
Featured Solution: Teams Ticket Discussion
Power Automate Template Gallery
Featured Solution: Ticket Briefing
Power Automate Administration
DeskDirector Power Platform Connector Reference
Power Automate Connector - Setting up your first flow
Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
Installing the Microsoft Teams App (Client Mode)
Installing the Microsoft Teams App (TECH Mode)
Setting up Tags for Teams Discussions (TECH Portal)
Branding the DeskDirector Teams App
DeskDirector Teams App Notifications
Contact Groups Integration with Microsoft Teams
Setting up Content Security Policy (CSP)
Advanced topic: Setting up Tech & Client Mode in the same tenancy
Integrating Microsoft Teams with DeskDirector Tech Portal
Smart Alerts for TECH Users
Integrations
Glossary
Security
Troubleshooting
Troubleshooting via Web Developer Tools
Desktop Portal - Common Issues
Contact & Service Agent Impersonation
Approvals - Common Issues
Microsoft Teams App - Common Issues
Email & Email Delivery - Common Issues
Login & Authentication - Common Issues
DeskDirector Desktop App - Installation Issues
Permissions & Access - Common Issues
Contact DeskDirector Support
Troubleshooting DeskDirector Connection Issues
Table of Contents
- All Categories
- Microsoft Power Automate
- Solutions
- Power Automate Template Gallery
Power Automate Template Gallery
Updated
by Niamh Ferns
Template Gallery
We have created a collection of templates that showcase the DeskDirector connector and examples of things you can automate. The templates are a good starting point that you can extend further or use as is.
In the gallery, you can view documentation about each template and download a ZIP file for importing into your own Power Automate environment. If you encounter issues with any of our templates or have an idea for a template that may be useful, please contact us via our support portal.
Flow Template vs Solution
In the gallery, you will see two tables. Read the administration article for some differences between flows and solutions from an access point of view. The functional reasons as to why we have two ways of sharing our templates are as follows:
Flow Template
- All logic is contained within one flow
Solution
- Logic is split into multiple flows, or there are multiple flows that need to be used together
- Require the use of Dataverse to store some relevant information.
Importing into Power Automate
The ZIP files downloaded from the gallery can be directly imported into Power Automate. You don't need to extract/unzip the file. Please review the readme file prior to importing to make sure you have the required connections, as you will be asked to select the connections during the import process.
- Import a template

Post-import Setup
After successfully importing one of our templates or solutions into Power Automate, there are usually some further settings that need to be configured. Follow the 'Setup' section of the respective README file in the gallery.
Sometimes there may be a further 'Optional Setup' section that is not mandatory, but provides ideas to extend the logic/functionality.