Deploy finance agents

  • 5 minutes

Finance agents, an Add-in for Microsoft Outlook and Microsoft Excel, and can be installed by either a business user or a tenant administrator.

See Deployment Guide for finance agents for information about the prerequisites.

To deploy finance agents, follow these steps.

  1. Install and deploy finance agents. For more information, see Install finance agents Add-in (business user-deployed) or Install finance agents Add-in(admin-deployed).

  2. Install finance agents on a Dataverse environment. For more information, Install finance agents on a Dataverse environment for Collections in Outlook.