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Install Finance agents Add-in (business user-deployed) (preview)

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

This article provides instructions that business users (end users) can use to install Finance agents Add-in without the help of a tenant administrator.

To successfully install Finance agents Add-ins, business users must have privileges that allow them to install applications. If you encounter any difficulty during the installation process or when you try to connect to the enterprise resource planning (ERP) system, consult your administrator.

Business users can do the installation in AppSource.

Install the Finance agents Add-in for Outlook add-in from AppSource

To install the Finance agents Add-in for Outlook add-in from AppSource, follow these steps.

  1. Sign in to AppSource.
  2. In the Search field, search for Finance agents.
  3. In the search results, select Finance agents for Microsoft Outlook. Either immediately select Get it now on the tile card from the results listing and proceed to step 5, or read more about the add-in by selecting the name of the application on the tile card and then proceeding to step 4.
  4. Select Get it now and proceed to step 6.
  5. In the Confirm your details to continue window, review the information, and then select Get it Now.
  6. You'll receive the following prompt: "Would you like to install Finance agents for Microsoft 365 Outlook?" Select Continue to complete the installation. A "Successfully added to your account" message and a green check mark indicate that installation was successful.
  7. Select Open in Outlook Web to open Finance agents for Microsoft 365 Outlook.

Note

The add-in might take up to six hours to appear in Outlook.

The app is also installed in the Outlook desktop application.

Install the Finance agents Add-in for Microsoft 365 Excel add-in from AppSource

  1. Sign in to AppSource.
  2. In the Search field, search for Finance agents.
  3. In the search results, select Finance agents in Microsoft 365 Excel. Either immediately select Get it now on the tile card from the results listing and proceed to step 5, or read more about the add-in by selecting the name of the application on the tile card and then proceeding to step 4.
  4. Select Get it now and proceed to step 6.
  5. In the Confirm your details to continue window, review the information, and select Get it Now.
  6. Select Open in Excel to open Finance agents in Microsoft 365.

Note

The add-in might take up to six hours to appear in Excel.

The app is also installed in the Excel desktop application.