Recent Discussions
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
What's new in Microsoft 365 Copilot for Finance
You can check the What's new in Copilot for Finance hereWhat's new or changed in Copilot for Finance (preview) | Microsoft Learn A lot of additions in the Reconciliation in Excel such as partial matching and performance improvements Collections in Outlook, you can connect your outlook add-in to SAP, Business Central or any ERP using custom connectors and reply to customers with account statements
Input Data Options
Hello Everyone, Considering that lots of organizations with huge volumes of transactional data can exceed Excel's 1Million row limit, it might be a good idea to enableCopilot for Finance to use datasets loaded in PowerPivot, which do not have the 1 Million limit per dataset, to perform the reconciliation. You thoughts are appreciated on this.
