Get started with the Copilot for Finance SAP Collections template (preview)
[This article is prerelease documentation and is subject to change.]
SAP enterprise resource planning (ERP) is a centralized system of record that facilitates the management of data and business processes between departments in an organization. Microsoft 365 Copilot for Finance can help you transform the way you view and work with your SAP data. Enhanced functionalities in the on-premises data gateway and the SAP ERP connector make it easier for you to get started with and manage your SAP integration with Copilot for Finance.
The Copilot for Finance Collections template accelerates the integration of data between SAP and Copilot for Finance to drive efficiencies in your collection processes. The template contains the building blocks needed to streamline the collections process in accounts receivable using the Microsoft SAP connector and Power Automate flows. With little to no training, collections professionals can integrate with SAP data in less time, reduce inefficiencies in current manual processes, and avoiding the need to switch between SAP and Microsoft Outlook.
Integrate SAP with Copilot for Finance
Review your organization's current Power Platform administration and governance with your team. Develop a plan of action that supports your organization's deployment of enterprise-scale solutions on Power Platform.
| Step | Description |
|---|---|
| Review requirements | Review the requirements to integrate SAP with Power Platform and install the Copilot for Finance SAP Collections solution template in your development environment. |
| Set up environments and data policies | To govern access, develop an environment strategy that supports solution application lifecycle management (ALM) and create data policies. |
| Set up an on-premises data gateway | Set up an on-premises data gateway to ensure secure data transfer between on-premises data and Microsoft cloud services. |
| Configure authentication | Configure how to authenticate to your SAP instance. |
| Install solutions | Install the solution files in your environment. |
| Set up connections | Set up connection components for use by flows and apps. |
| Configure environment variables | Configure environment variables used by the cloud flows to integrate with SAP and support a healthy ALM strategy. |
| Configure Azure Active Directory security groups | Control access to solutions and components. |