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Install and set up Account assistant for SAP solutions

To install and set up Account assistant for SAP solutions, be sure you review the prerequisites before you get started. Once you have all the requirements, follow the steps outlined in this article to install and set up the agent.

Prerequisites

Step 1: Set up environments and data policies

To successfully install and manage Account assistant for SAP solutions, confirm these resources and practices are in place.

  • Administrators: Be sure admins with the necessary privileges are available to coordinate to assign licensing and create environments. You need:

    • A Microsoft Entra ID global or tenant user administrator to assign Copilot Studio and Power Automate licensing.
    • A Power Platform Administrator to create environments and assign Copilot Studio message capacity.

  • Environments: Follow application lifecycle management (ALM) best practices in creating and managing environments. Also consider:

    • A Power Platform environment is set up with a Dataverse database.
    • Environment maker security role privileges, at a minimum, are assigned to the user who installs the solutions in that environment.
    • For more information, see Environments overview.

  • Data loss prevention policies: Ensure the environment has access to the connectors used by Account assistant for SAP solutions:

  • Allocate environment capacity—Account assistant for SAP solutions requires Copilot Studio message capacity in the production environment where the agent is deployed.

    1. Go to Power Platform admin center.
    2. Expand Resources on the left pane and select Capacity.
    3. Select Add-ons.
    4. Select Assign to an environment.
    5. Search for the environment where the solution, Account assistant for SAP solutions, will be deployed.
    6. Allocate Microsoft Copilot Studio messages to the environment. For more information, see Copilot Studio messages and capacity management.

Step 2: Create connections (optional)

Cloud flows need connection references to work correctly. Connection references are included in the solution, but connectors often need to be manually set up. The installation requires you to set up two new connections. It's best to create connections before importing the solution to make the import smoother. If you create the connections during import, you must jump between browser windows. To create the connections in advance, take these steps:

  1. Go to Power Apps.
  2. Go to Connections and select + New Connection to create new connections with each of these connectors:

Step 3: Install solution files

You can download either managed or unmanaged solution files from GitHub to manually install into your prepared environment according to your organization's requirements. Skip this step if you previously installed from Microsoft AppSource:

  1. Download the managed or unmanaged solution files:
  2. Go to Power Apps and select the environment you prepared for the solution.
  3. Select Solutions on the left pane.
  4. Select Import solution.
  5. Browse for and select the mpa_AccountAssistantForSAPsolutions file downloaded in the previous step.
  6. Select Next.
  7. Review the Details and confirm Enable Plugin steps and flows included in the solutions remains checked, and then select Next.
  8. For each of the connections listed, select the existing connection created in the previous step. If you didn't create the connections in advance, create them now.
  9. Select Import to start the solution import process for the Account assistant for SAP solutions. Once the import is complete, you receive a notification.

Learn more: Solution concepts.

Step 4: Publish to Teams

  1. In Copilot Studio, select the same environment where you previously installed the solution file for Account assistant for SAP solutions.
  2. Select Agents to review the list of agents in this environment.
  3. Open Account assistant for SAP solutions.
  4. Select Publish to publish the current agent configuration so it can be deployed to channels.
  5. Select Channels and then select Microsoft Teams.
  6. Select Turn on Teams to add the Microsoft Teams channel.
  7. Select Edit details. Review the information and make any desired changes to the icon, descriptions, and developer information for Account assistant for SAP solutions. When finished, select Save.
  8. Select Availability options. Account assistant for SAP solutions can be shared in several ways, including share via link, deploy to the Teams app store, or distribute as a custom app file. Choose your deployment method.
  9. If deploying to the Teams app store, you must also decide how broadly to share Account assistant for SAP solutions.
    • Select Show to everyone in my org to deploy Account assistant for SAP solutions to everyone in your organization, which submits the agent in the Microsoft Teams admin center for approval by Global Administrators and Teams Administrators. After approval, it appears in the Built for my org area of the Teams app catalog. Learn more:Manage your apps in the Microsoft Teams admin center.
    • Select Show to my teammates and shared users to deploy Account assistant for SAP solutions to a more limited audience. Here, you can select both security groups and individual users. When finished with selections, select Share to save changes to the agent permissions.

Note

Account assistant for SAP solutions is designed for a Microsoft Teams experience, and the default authentication has been configured to Authenticate with Microsoft. Learn more: Add user authentication to topics.

Learn more: Connect and configure an agent for Microsoft Teams.