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Install the Copilot for Finance SAP Collections template (preview)

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[This article is prerelease documentation and is subject to change.]

This article provides links to the Copilot for Finance SAP Collections solution files and gives the steps to manually import them into a developer environment you prepared for them.

Download the solution files

You have to download the files in the managed solution format. Ensure that you obtain the Copilot for Finance SAP Collections solution files.

More information: Managed solutions

Tip

Go to the Templates-for-Power-Platform GitHub project site to log your questions or issues and get support for the Copilot for Finance SAP Collections template.

Install the solution files

Once you download the managed solution files, you can install them into the developer (sandbox) environment that you prepared for them.

Install the Copilot for Finance SAP Collections solution

Follow these steps to install the managed Copilot for Finance SAP Collections solution:

  1. Go to Solutions on the left pane of the Power Apps maker portal.
  2. Browse for and select the managed version of the msdyn_C4FSAPFlows solution file downloaded in previous step.
  3. Select Next and Next again.
  4. When prompted, populate the connection references by either creating new or selecting existing connections as described in Set up connections for solutions.
  5. Select Import to start the import process of the Copilot for Finance SAP Collections solution. Once the import is complete, you see a Success message.

More information: Solution concepts

Important

The template files contain one solution. You need to install the managed solutions to your prepared environment:

  • Copilot for Finance SAP Collections solution contains Power Platform components specific to the collections process domain.

See also

Get started with the Copilot for Finance SAP Collections template