Install Copilot for Finance on a Dataverse environment (preview)
Makale
[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.
Create or ensure there's a Dataverse enabled environment in the Power Platform Admin Center Create Dataverse environment
Install the Copilot for Finance app in the Dataverse enabled Power Platform environment. For more information, see the Prerequisite secton in this article.
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:
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.
Select Tables in the navigation and find the Copilot for Finance Business Central Environment table.
Ensure these fields/columns are visible: Name, Environment, Company ID, Company Name.
Create a new record in the table
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.
Önemli
It’s the combination of Environment and Company ID that makes Copilot for Finance able to correctly look up and connect to Business Central.
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