Install Copilot for Finance on a Dataverse environment (preview)

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

This article explains how to install Copilot for Finance in a Dataverse environment. A Dataverse environment is required to support all end-to-end capabilities of the Copilot.

When installed by the tenant administrator, the public preview license entitles the tenant to a trial use of Copilot for Finance and Dataverse.

Prerequisite

Before the following procedure can be completed, the administrator must install Copilot for Finance through the Microsoft 365 admin center. This step is necessary to enable the preview license for the tenant.

To install Copilot for Finance into a Dataverse environment, follow these steps.

1. Sign in to the Microsoft 365 admin center.
2. In the left pane, select Show all.
3. Scroll to the bottom of the list and select All admin centers.
4. In the admin center list, select Power Apps.
5. In the left pane, select Environments.
6. Select the intended environment where you want to install Copilot for Finance.
7. On the top menu, select Resources.
8. On the dropdown menu, select Dynamics 365 app.
9. On the dropdown menu, select Install App.
10. In the list, search for and select Copilot for Finance.
11. Select Next.
12. Select I agree to the terms of service.
13. Select Install. When installation is completed, the following highlighted banner message is shown: Copilot for Finance installation started.

Add users

Before users can save notes, emails, and email summaries, the following configuration must be completed.

1. In the Microsoft 365 admin center, in the admin center list, select Power Apps.
2. In the left pane, select Environments.
3. Select the target Dataverse environment.
4. In the access section, under Users, select See All.
5. On the ribbon, select Add User to add all required Copilot for Finance users.

Assign security roles

1. Configure your security roles. For more information, see Assign a security role to a user.
2. For each user, assign the following security roles: AR Manager and Collections Coordinator.

Steps required for integration with Dynamics 365 Business Central

To set up Copilot for Finance with Business Central, follow these steps.

1. Deploy the Copilot for Finance for Outlook app in the Microsoft 365 Admin Center Install Copilot for Finance App
2. Create or ensure there's a Dataverse enabled environment in the Power Platform Admin Center Create Dataverse environment
3. Install the Copilot for Finance app in the Dataverse enabled Power Platform environment. For more information, see the Prerequisite secton in this article.
4. Allowlist the relevant Business Central environments and companies in Dataverse. For more information, see the Allowlist Business Central Environments and Companies section in this article.

Allowlist Business Central Environments and Companies

For Copilot for Finance to be able to connect successfully to Dynamics 365 Business Central, an administrator must first allowlist the Business Central environments and companies users are allowed to connect to from Outlook. This allowance is done in a Dataverse table that can be accessed in the Power Apps authoring site.

The allowlisting of Business Central companies and environments is made in the Dataverse table in the Copilot for Finance Business Central Environment. You need the following information to allowlist an environment and company in this table:

• The name of the Business Central environment

  • This information can be found in multiple ways:
    • In the Business Central Admin Center. For more information on where to locate the environment name, see The Business Central Administration Center.
    • In the company selector, in Business Central. For more information on where to locate the environment and company name in Business Central, see Switching to Another Company or Environment.

• The company ID of the specific company

  • In Business Central, navigate to the Companies page or search for Companies in the Tell-me search and select Companies from the search results.
  • Select the desired company in the Companies list.
  • Open the Page Inspector with CTRL+ALT+F1.
  • Find the ID field in the list of fields.
  • Copy or note the field value (the guid).

• The company display name (optional)

  • If you want the users to see the same company display name in Outlook as in Business Central, copy or note the Display Name from the selected company in the Companies list.

To create the company and environment allowlisting in Dataverse, follow these steps.

1. Navigate to the Power Apps Maker Portal.
2. Select Tables in the navigation and find the Copilot for Finance Business Central Environment table.
3. Ensure these fields/columns are visible: Name, Environment, Company ID, Company Name.
4. Create a new record in the table
5. Fill in the Environment, Company ID, Company Name, and Name fields. The Company Name is the name that is visible to the user in Outlook. Here you can determine to use something else than the Display Name from Business Central if desired.

Add all the Environment and Company combinations you want to be selectable in Outlook.

Important

It’s the combination of Environment and Company ID that makes Copilot for Finance able to correctly look up and connect to Business Central.