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Uninstall Microsoft 365 Copilot for Finance (preview)

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

You can uninstall the Microsoft 365 Copilot for Finance add-in from your organization or for individual users. The steps vary, depending on whether you're an admin or a user.

Uninstall as a user

You can uninstall the Copilot for Finance add-in for Outlook and the Copilot for Finance add-in for Excel.

Uninstall the Copilot for Finance add-in for Outlook

To uninstall the Copilot for Finance add-in for Outlook, follow these steps.

  1. Go to https://aka.ms/olksideload. Sign in to your Outlook account as required.
  2. In the Add-Ins for Outlook window, in the left pane, select My add-ins.
  3. On the Microsoft 365 Copilot for Finance for Microsoft Outlook card, select the Manage Add-In button () in the lower-right corner, and then select Remove.

Uninstall the Copilot for Finance add-in for Excel

To uninstall the Copilot for Finance add-in for Excel, follow these steps.

  1. Open Excel.
  2. On the File tab, select Get Add-ins.
  3. In the Office Add-ins window, on the My Add-ins tab, find Microsoft 365 Copilot for Finance for Microsoft Excel in the list.
  4. On the Microsoft 365 Copilot for Finance for Microsoft Excel card, select the Options button () in the upper-right corner, and then select Remove.

Uninstall as an admin

As an admin, you can uninstall the Copilot for Finance add-in for Outlook or Excel by using Microsoft 365 admin center.

Uninstall a Copilot for Finance add-in by using Microsoft 365 admin center

If you installed the Copilot for Finance add-in for Outlook or Excel from Microsoft 365 admin center, it's considered admin-deployed. You can remove a Copilot for Finance add-in if your finance users no longer need it.

To uninstall a Copilot for Finance add-in by using Microsoft 365 admin center, follow these steps.

  1. In Microsoft 365 admin center, go to Settings > Integrated apps.
  2. Select Microsoft 365 Copilot for Finance for Microsoft Excel or Microsoft 365 Copilot for Finance for Microsoft Outlook.
  3. Select the app to remove, and then select Remove app.
  4. Confirm your choice, and then select Remove.
  5. When the app is successfully removed, select Done.