Install Finance agents Add-in(admin-deployed) (preview)

[This article is prerelease documentation and is subject to change.]

This article explains how to install Finance agents Add-in as an administrator.

Business users (end users) can also install Finance agents Add-in individually. Learn more in Install Finance agents business user-deployed.

Administrators can use the Integrated apps feature in the Microsoft 365 admin center to install Finance agents Add-ins. Both Finance agents Add-ins (Outlook and Excel) can be deployed and installed through the Integrated apps feature.

Administrators can start the process for each Add-in in either the Microsoft 365 admin center or AppSource. Administrators who start in AppSource are directed to complete the process in the Microsoft 365 admin center.

Install the Finance agents for Outlook Add-in from the Microsoft 365 admin center

To install the Finance agents for Outlook Add-in from the Microsoft 365 admin center, follow these steps.

1. Sign in to Microsoft 365 Admin Center.
2. In the left pane, select Settings > Integrated apps.
3. On the Integrated apps page, select Get Apps.
4. In the AppSource window, search for Finance agents.
5. In the search results, select Finance agents for Outlook, and then select Get it now.
6. In the Microsoft 365 admin center, in the Configuration step, select the apps to deploy, and then select Next.
7. In the Users step, select the users or groups need access to the add-in, and then select Next.
8. In the Deployment (Permissions) step, review the app permissions and capabilities in connection with Finance agents, select Accept permissions, and then select Next.
9. In the Deployment (Finish) step, review the selected settings, and then select Finish deployment.
10. When the deployment is completed, select Done.

Install the Finance agents for Excel Add-in from the Microsoft 365 admin center

To install the Finance agents for Excel Add-in from the Microsoft 365 admin center, follow these steps.

1. Sign in to Microsoft 365 Admin Center.
2. In the left pane, select Settings > Integrated apps.
3. On the Integrated apps page, select Get Apps.
4. In the AppSource window, search for Finance agents.
5. In the search results, select Finance agents for Excel, and then select Get it now.
6. In the Microsoft 365 admin center, in the Configuration step, select the apps to deploy, and then select Next.
7. In the Users step, select the users or groups need access to the add-in, and then select Next.
8. In the Deployment (Permissions) step, review the app permissions and capabilities in connection with Finance agents, select Accept permissions, and then select Next.
9. In the Deployment (Finish) step, review the selected settings, and then select Finish deployment.
10. When the deployment is completed, select Done.

Manage the Finance agents app

After you install Finance agents as an integrated app, you can manage its configuration, add and remove users, and view information about its usage in the Microsoft 365 admin center.

1. In the Microsoft 365 admin center, select Settings > Integrated apps in the left pane.

2. On the Integrated apps page, select the Finance agents app (Excel or Outlook) that you want to manage.

   The Finance agents pane appears. It has the following tabs:

   • Overview – This tab shows basic information about the add-in, deployed apps, and assigned users.
   • Configuration – On this tab, you can remove the app from a selected product. To remove the app, select it, and then select Remove.
   • Users – On this tab, you can edit the users who can use the app.
   • Usage – This tab shows the number of active users of the app, based on the selected platform and date range.