Recent Discussions
Co 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.
Copilot for Finance in Outlook - Connect to D365 FinOps environment - How to select the legal entity
Hi ALL, I am using the Copilot for Finance in Outlook and connecting it to D365 FinOps environment. When I have a new contact from email and would like to add to D365 FinOps, the below screenshot only displays the list of the existing customers in 1 legal entity. I would like to ask if: 1. I can select customer from other entities and where is the setup? 2. I would like to add a new contact from email to D365 FinOps as a Employee, Vendor (not customer) I am looking forward to seeing your advise. Many thanks Kylie
Microsoft Copilot for Finance in Excel - Performance
Hi everyone, I'm trying to reconcile 2 tables of 30 rows each, but Copilot for Finance is stuck for hours at 10% - "Creating reconciliation report on a new sheet". It's practically unusable. Any ideas on how to troubleshoot this? Thanks in advanceCopilot for Sales and Service Moving from CRM Data Entry to Customer Insight
For years, Customer Relationship Management (CRM) systems have promised to be the single source of truth for sales and service teams. But in practice, too often they’ve been seen as a burden: endless data entry, rigid fields, and time taken away from actual customer engagement. Now, with AI copilots entering the scene, the promise of CRM is finally shifting from record-keeping to insight generation. Instead of spending hours typing notes or updating pipeline stages, sales and service teams can focus on what really matters: building stronger relationships, closing deals faster, and resolving issues more effectively. https://dellenny.com/copilot-for-sales-and-service-moving-from-crm-data-entry-to-customer-insight/Co-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 problem
