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If you’re a Microsoft 365 admin, you can deploy the Cassidy extensions to everyone in your organization — or to specific users and groups — so team members don’t need to install them individually. This uses Microsoft’s built-in Integrated Apps portal.
Prerequisites: You need Global Admin or Exchange Admin access in your Microsoft 365 tenant.

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Deploy a Cassidy extension

1

Open the Integrated Apps portal

Sign in to the Microsoft 365 admin center and go to Settings → Integrated apps (you may need to click “Show all” for Settings to appear).
Microsoft 365 admin center Integrated Apps page under Settings
2

Find the Cassidy extension

Click Get apps to open the Microsoft Marketplace. Search for Cassidy and select the extension you want to deploy:
  • Cassidy for Outlook — brings Agents into the Outlook inbox
  • Cassidy — brings Agents into Word, Excel, and PowerPoint
Microsoft Marketplace search results showing the Cassidy for Outlook and Cassidy extensions
3

Start the deployment

Click Deploy (or Get it now followed by Deploy) on the extension listing. This opens the deployment configuration wizard.
4

Choose who gets the extension

Select who the extension should be deployed to:
  • Entire organization — every user in your tenant
  • Specific users/groups — only the people or Microsoft 365 groups you select
Deployment wizard showing user assignment options including Entire organization and Specific users/groups

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Manage the deployment

After deploying, you can update who has access at any time:
  1. Go to Settings → Integrated apps in the Microsoft 365 admin center.
  2. Find the Cassidy extension in the Deployed apps list and click on it.
  3. Under the Users tab, update the assignment to add or remove users and groups.
  4. Click Update to save your changes.

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Next steps

Install the Outlook extension

Individual installation instructions for end users.

Install the Microsoft Office extension

Individual installation instructions for Word, Excel, and PowerPoint.