Deployment guide for Finance Agent

This article explains how to deploy Finance Agent and the add-in for Microsoft Outlook and Microsoft Excel. Either a business user or a tenant administrator can install Finance Agent add-ins.

When the tenant administrator installs the add-in, the public preview license entitles the tenant to use Finance Agent. This license includes sufficient Dataverse capacity to support the public preview use.

Prerequisites

Versions and licenses

  • Microsoft 365 Copilot Studio
  • Microsoft 365
    • Specific licensing requirements apply when you use the feature with product environments. Learn more in Microsoft Product Terms.
    • For desktop use: Microsoft Office 2016 or later
    • For online use:
      • Microsoft 365 online
      • Compatible browsers: Chromium-based browser version 120 or later
  • Optional connected ERP requirements for integration with Finance Agent in Microsoft 365 Outlook
    • Microsoft Dynamics 365 Finance: version 10.0.38 (build 10.0.1777.80 or later)
    • Dynamics 365 Business Central Online, latest update (24.3)
    • SAP R3, SAP ECC, SAP S/4 HANA

User requirements

Infrastructure and environment

  • A Dataverse enabled environment in the Power Platform Admin Center Create Dataverse environment
  • Microsoft Dynamics 365 Finance integration (for use with Finance Agent in Microsoft 365 Outlook) requires:
    • A Tier 2+ Microsoft Dynamics 365 Finance and Operations environment
    • A Power Platform enabled environment. For more information, see Enable Power Platform Integration.
    • Users accessing Microsoft Dynamics 365 Finance are required to be in the same tenant as the selected environment

Deploy Finance Agent

To deploy Finance Agent, follow these steps:

Financial Reconciliation agent or Financial Reconciliation in Excel

This table explains the steps required to deploy and configure the Financial Reconciliation agent and the add-in for Microsoft Excel by a tenant administrator. To use the template and autonomous (AI Actions) capabilities, you need to complete the first three steps: Create a new Dataverse environment, Install Finance Agent from Copilot Studio, and Add users to the Dataverse Environment. All other capabilities work directly from the installation of the add-in, either by the Business User or the Admin.

Step Description
Create a new Dataverse environment Create and manage environments in the Power Platform admin center
Install Finance Agent from Copilot Studio Set up the Finance Agent solution to use the autonomous agent and reconciliation templates in addition to the autonomous agent experience
Add users to the Dataverse Environment Follow the steps outlined to enable the user sign-on to Dataverse experience
Install the Microsoft 365 Excel add-in by business users Install the Finance Agent Add-in for Microsoft 365 Excel add-in from Marketplace
Install the Microsoft 365 Excel add-in by admin Install the Finance Agent Add-in for Microsoft 365 Excel add-in from the Microsoft 365 Admin Center

Collections in Outlook

This table explains the steps required to deploy and configure the collections in Outlook agent and the Add-in for Microsoft Outlook by a tenant administrator.

Step Description
Create a new Dataverse environment Create and manage environments in the Power Platform admin center.
Install Finance Agent from Copilot Studio Set up the Finance Agent solution to use the autonomous agent and reconciliation templates in addition to the autonomous agent experience
Add users to the Dataverse Environment Follow the steps outlined to enable the user sign-on to Dataverse experience.
Install the Microsoft 365 Outlook Add-in by admin Install the Finance Agent Add-in for Microsoft 365 Outlook add-in from the Microsoft 365 Admin Center.
Install the Microsoft 365 Outlook Add-in by business users Install the Finance Agent Add-in for Microsoft 365 Outlook add-in from Marketplace.
Dynamics 365 Finance Configure ERP Integration with Dynamics 365 Finance.
Dynamics 365 Business Central Configure ERP Integration with Dynamics 365 Business Central.
SAP Configure ERP Integration with SAP.
Custom Connectors Configure ERP Integration using custom connector.
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