Forum Widgets
Latest Discussions
Variance Analysis Not Available In Excel Add-In
In the Excel Add-in for Co-pilot For Finance, the Financial Reconciliation is available but the Variance Analysis is not (says its coming soon), but in your documentation it says Use Excel to Analyze Variances was available in public preview in Jun 2025. (https://learn.microsoft.com/en-us/copilot/release-plan/2025wave1/copilot-finance/use-excel-analyze-variances) However in Geographic Area's it says released into Microsoft Azure Geographic area: United States. Does this mean when you signed up for the Co-Pilot for Finance and entered your user details if you entered a non US geographic location you will not see this (even if your enterprise is using US based licence agreement)? Or is there some other reason why this option is greyed out in the Excel Add-In?Robert KearnesAug 04, 2025Copper Contributor25Views0likes0CommentsNetSuite
Has anyone tried to connect the agent to NetSuite? if so, what are the steps needed to establish that connection?CMPATXJul 08, 2025Copper Contributor24Views0likes0CommentsCo-pilot Studio
I have created a agent in co-pilot and published it, Added to Teams. If I give prompt , I am getting answers from Knowledge Base. I have shared the same bot with user, when the user enter prompts the answers are not coming from knowledge base. How to resolve this, anyone encountered similar problemAnwarSaheedMay 31, 2025Copper Contributor78Views0likes1CommentCo Pilot for finance isn't working
As of today, March29, 2025 Co Pilot for Finance reconciliation isn't working and only gives the error: An error occurred while reconciling the data This is regardless of how simple the comparison is. It was working fine a month ago. I wonder how long it will take to release and actual working product.anm8trApr 16, 2025Copper Contributor254Views1like4CommentsList of supported ERP systems
Where can I find the list of ERP systems that Copilot for Finance can integrate with? Thanks,CMPATXFeb 24, 2025Copper Contributor130Views2likes0CommentsInvoice PDFs issues
Hello, I’m using Copilot for Finance and I’m testing a scenario where a client asks for their invoices. I respond using Copilot for Finance, which suggests an email version and retrieves the relevant invoices. However, it is unable to attach them as files. In your opinion, where could the problem be? Why is Copilot for Finance unable to attach the invoices to the email? ThxsDhiaEddineFeb 10, 2025Copper Contributor68Views0likes0Commentsaccess to preview environment
I cannot access to all features of Copilot for finance in Excel .just Reconcile data is activated. Also I cannot install for Add-in Outlook -Installation got failed all the time . please guide me how can I check all features in preview environment. ThankszahraJan 31, 2025Copper Contributor47Views1like0Comments