Invoice PDFs issues
Hello, I’m using Copilot for Finance and I’m testing a scenario where a client asks for their invoices. I respond using Copilot for Finance, which suggests an email version and retrieves the relevant invoices. However, it is unable to attach them as files. In your opinion, where could the problem be? Why is Copilot for Finance unable to attach the invoices to the email? Thxs
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
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
