Notitie
Voor toegang tot deze pagina is autorisatie vereist. U kunt proberen u aan te melden of mappen te wijzigen.
Voor toegang tot deze pagina is autorisatie vereist. U kunt proberen om mappen te wijzigen.
This article explains how to deploy Finance agents and the add-in for Microsoft Outlook and Microsoft Excel. Either a business user or a tenant administrator can install Finance agents add-ins.
When the tenant administrator installs the add-in, the public preview license entitles the tenant to use Finance agents. This license includes sufficient Dataverse capacity to support the public preview use.
Prerequisites
Versions and licenses
- Microsoft 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 agents 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
- Native Microsoft Entra ID user
- External users aren't supported
- Either a business user or the tenant administrator can perform the installation.
- Privileges required for ERP integration in Finance agents in Microsoft 365 Outlook
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 agents 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 agents
To deploy Finance agents, 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 Agents 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 Agents 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 agents Add-in for Microsoft 365 Excel add-in from Marketplace |
| Install the Microsoft 365 Excel add-in by admin | Install the Finance agents 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 Agents 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 agents 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 agents 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. |