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 advanceCo-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
