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 advance
What's new in Microsoft 365 Copilot for Finance
You can check the What's new in Copilot for Finance here What'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
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.
