Install Finance Agent on a Dataverse environment for Financial Reconciliation and Variance Analysis (Preview)

This article explains how to install Finance Agent in a Dataverse environment. You need a Dataverse environment to support all end-to-end capabilities of Finance Agent. The preferred deployment method of the Finance Agent is from Microsoft 365 Copilot Studio, as described in Install Finance Agent from Microsoft 365 Copilot Studio. However, if you only want to use assistive experiences (and not the autonomous capabilities) in the Microsoft 365 Excel add-in, Dataverse administrators should follow the setup guide in the following section, Install Finance Agent on a Dataverse Environment.

Prerequisites

• You must install Finance Agent in a new or existing Dataverse environment. To create a new Dataverse environment, see Create and Manage Dataverse Environments.

Install Finance Agent from Microsoft 365 Copilot Studio

To install the Finance agent from Copilot Studio, follow these steps:

1. Go to Microsoft 365 Copilot Studio.
2. In the upper right corner, select the Dataverse environment where you configured your subscription billing.
3. From the featured list of agents in the Install a managed agent section, select Finance in M365 Copilot.
4. Select Install.
5. Complete the set up connections step.
6. Select Next to start the installation.
7. When the confirmation modal is displayed, select Agents from the left navigation menu and confirm that the Financial Reconciliation agent appears in the list of installed agents.

Install Finance Agent on a Dataverse environment

To install the Finance agent from the Power Platform Admin Center (PPAC), follow these steps:

1. Sign in to the Microsoft Power Platform Admin Center.
2. In the left pane, select Environments.
3. Select the environment where you want to install Finance Agent.
4. On the top menu, select Resources.
5. On the dropdown menu, select Dynamics 365 app.
6. On the dropdown menu, select Install App.
7. In the list, search for and select Finance Agent.
8. Select Next.
9. Select I agree to the terms of service.
10. Select Install. When installation is completed, the following highlighted banner message is shown: Finance Agent installation started.

Add users

Before users can create or apply templates and create agents, complete the following configuration steps.

1. In the Power Platform Admin Center, select Environments from the left navigation pane.
2. Select the target Dataverse environment.
3. In the access section, under Users, select See All.
4. On the ribbon, select Add User to add all required Finance Agent users.

Assign security roles

1. Configure your security roles. For more information, see Assign a security role to a user.
2. To enable users to create and view their own templates and agents, assign the following security roles: Basic User, Finance Agent - Finance Professional.
3. To grant users access to all agents and templates in an environment, assign the following role: Finance Agent - Administrator.