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Install Copilot for Finance (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 Microsoft 365 Copilot for Finance without the help of a tenant administrator.

To successfully install Copilot for Finance, 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 Copilot for Finance for Outlook add-in from AppSource

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

  1. Sign in to AppSource.
  2. In the Search field, search for Copilot for Finance.
  3. In the search results, select Copilot for Finance for Outlook, and then select Get it now.
  4. In the Confirm your details to continue window, review the information, and then select Get it Now.
  5. You receive the following prompt: "Would you like to install Copilot for Finance for Microsoft Outlook (Preview)?" Select Continue to complete the installation. A "Successfully added to your account" message and a green check mark indicate that installation was successful.
  6. Select Open in Outlook Web to open Copilot for Finance for 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 Copilot for Finance for Excel add-in from AppSource

  1. Sign in to AppSource.
  2. In the Search field, search for Copilot for Finance.
  3. In the search results, select Copilot for Finance for Excel, and then select Get it now.
  4. In the Confirm your details to continue window, review the information, and then select Get it Now.
  5. You receive the following prompt: "Would you like to install Copilot for Finance for Microsoft Excel (Preview)?" Select Continue to complete the installation. A "Successfully added to your account" and a green check mark indicate that installation was successful.
  6. Select Open in Excel to open Copilot for Finance for Excel.

Note

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

The app is also installed in the Excel desktop application.