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
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
