Forum Discussion
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 screen...
jaedwa - thanks for your update on my queries. I tested it and still faced the same issue (I could not see other legal entities, but I can understand the issue from UI (am I correct?). Instead, I used the search box and could see the customers in other legal entities. It would be great.
Besides, I cannot wait for the possibility of features of Vendor and Employee that can be added in Copilot Outlook as some of business requirements required (vendor master and invoice, employee and expense management, etc.)
Thank you
Kylie
HaythamSaid
Microsoft
MicrosoftAssuming that your user has the appropriate permissions, you can filter on a customer, and it will appear in multiple legal entities if the customer is defined in multiple LE's