Install from Website

Installing Business Process Checklist solution in your CRM or Dataverse environment is quite easy. Download it from the Website, installation can be done in the following two ways:

• Using Power Apps UI

• Using Classic UI

Using Power Apps UI

To import a solution, first sign into Power Apps.

• Once you have signed in, select the instance on which you want to install the solution.

• Then select Solutions from the left navigation pane as shown in below screenshot:

• On the command bar, select Import.

• On the Import a solution page, select Browse to locate the compressed (.zip) file that contains the solution you want to import.

• Select Next.

• Select Import and proceed to import the solution.

• Your solution will get imported. To check the status of the installation, refresh the page.

• After the solution is imported you will get a message on the top notifying the same.

Using Classic UI

• To import the solution, navigate to Advanced Settings on Gear Icon on the top right.

• Navigate to Settings -> Solutions.

• Click on Import.

• Browse the downloaded file and click open.

• Click on ‘Next’.

• Next, check ‘Enable any SDK message processing steps included in the solution’ and proceed to import the solution.

• The solution is successfully imported

• Now, if you want to upgrade the solution to its latest version or reinstall the same solution, then you will get the following dialog box. Here, select the highlighted 'Upgrade' point and the 'Overwrite customizations' point for installing the latest solution. And for reinstalling the same solution, just select the 'Overwrite customizations' point. Lastly, click on Import to start the installation process.

Once you are done installing the solution in your environment the next step would be to activate the license.

For any queries, reach out to us at [e-mail]