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 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
3 Replies
jaedwaMicrosoft
Kylie123 - we resolved an issue with the Customer dropdown a few weeks ago, could you confirm if you are still facing issues here? Also please note that you can type into the search box and it will search by customer name or by legal entity, so you can use that as an approach too.
For your second question on creating the contact as an Employee, Vendor - we will consider that as a feature improvement internally. Thank you for the suggestion!
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
HaythamSaidAssuming 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
