Known issues for the Copilot for Finance for Outlook add-in (preview)

[This article is prerelease documentation and is subject to change.]

This article lists known collections feature issues with the Microsoft 365 Copilot for Finance for Outlook add-in.

General issues

Dark mode in Outlook desktop and web is not supported.
Security and privileges: When launching Copilot, if a specific card isn't rendered, even though data is available, review the user's access in Dynamics 365 Finance. Ensure that the user has access to the relevant entities. For more information, see Required Dynamics 365 Finance permissions
The application has been localized only for English. However, at general availability (GA), the user interface will support the languages that Microsoft 365 supports.

Issue: The invoice status list reflects only the default list of statuses in Dynamics 365 Finance. Custom values aren't supported.

Mitigation: This feature will be enhanced in future releases.

Issue: When an email is read-only, users can't trigger a reply when they try to attach one or more invoice invoices.

Mitigation: Users should attach items only when they're in compose mode for replies or new drafts. This known limitation is being addressed in Outlook.
Issue: The printing and downloading of invoices are limited to rendering the default SQL Server Reporting Services (SSRS) invoice report. Other approaches, such as print management and configurable business documents, aren't currently supported.

Mitigation: Broader support for invoice formatting is being evaluated for future releases.
Issue: Invoice PDFs can't be downloaded or attached to an email draft.

Mitigation: Assign a company in the Default preference tab. To assign a company, in the Dynamics 365 Finance app select Settings, then select User options.

Issue: The date is shown only in the US format (mm/dd/yyyy).

Mitigation: This issue will be fixed in a future release.

Issue: Account lookup is manual.

Mitigation: The app will be updated to support search in a future release.
Issue: Update Contact is currently unavailable or doesn't save changes.

Mitigation: This issue will be fixed in a future release.

Issue: Contact fields such as First name and Last name aren't prepopulated.

Mitigation: This issue will be fixed in a future release.
Issue: The Save button is still available after users select it while they're editing or creating contacts.

Mitigation: This issue will be fixed in a future release.

Issue: Email composition is only in English.

Mitigation: At GA, more language support will be added.
Issue: Email signatures aren't automatically inserted when Copilot-generated email replies are appended to the body of an email.

Mitigation: Manually insert signatures after you append Copilot-generated email replies.

Issue: When users compose a new email, an error appears in the Email summary section.

Mitigation: At GA, more language support will be added.
Issue: Email summarization is only in English.

Mitigation: At GA, more language support will be added.
Issue: Summarization is limited to valid responsible AI content in the body of standard emails, not attachments. Summarization isn't supported for meeting invitations or confidential emails.

Mitigation: This issue will be fixed in a future release.