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
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
