Install Finance agents on a Dataverse environment for Financial Reconciliation

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

This article explains how to install Finance agents in a Dataverse environment for the Financial Reconciliation agent (preview). A Dataverse environment is required to support all end-to-end capabilities of Finance agents. The preferred deployment method of the Finance agents is from Microsoft Copilot Studio, as described in Install Finance Agents from Microsoft Copilot Studio. However, if a customer only wants to utilize assistive experiences in the Microsoft 365 Excel add-in, Dataverse administrators should follow the setup guide below, Install Finance Agents on a Dataverse Environment.

Prerequisites

• Finance agents must be installed in a new or existing Dataverse environment. To create a new Dataverse environment, review Create and Manage Dataverse Environments.
• Use of Finance agents requires a valid billing subscription to be associated with each Dataverse environment where the agents are deployed. To configure the billing plan, review Set up pay-as-you-go.

Install Finance agents from Microsoft Copilot Studio

To install the Financial Reconciliation agent from Copilot Studio, follow these steps.

1. Navigate to Microsoft Copilot Studio (preview).
2. In the upper right-hand corner, select the appropriate Dataverse environment where you configured your subscription billing.
3. From the featured list of agents in the Explore Agents section, select See more, and then select Financial Reconciliation agent.
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 agents on a Dataverse environment

To install the Financial Reconciliation 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 intended environment where you want to install Finance agents.
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 agents.
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 agents installation started.

Add users

Before users can create or apply templates and create agents, the following configuration must be completed.

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 agents users.

Assign security roles

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