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

​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 thanksKylie  Read More

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