web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Finance Agent in Micro...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Finance Agent in Microsoft 365 outlook

(3) ShareShare
ReportReport
Posted on by CU07081103-2 6
I am facing the below error while downloading the customer invoice using "Finance Agent in Microsoft 365 outlook" from Dynamics 365 F&O. 
 
 
Regards
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Anton Venter Profile Picture
    Anton Venter 20,345 Super User 2025 Season 2 on at
    Hello,
     
    My first guess is, that the Finance agent for Outlook must have access to F&O and that is not the case. Generally you can assume that all new functionality like this does not have access by default, and has to be manually granted permission. You could search online for guides on how to configure the Finance agent in Outlook for F&O.
     
    Hope this helps.
     
     
     
  • Suggested answer
    CA Neeraj Kumar Profile Picture
    CA Neeraj Kumar 4,994 on at
    Hi,
     
    Please follow the steps provided in the article:
     
    Validate the permissions as mentioned here:
     
    If this helped, please mark it as "Verified" for others facing the same issue Keep in mind that it is possible to mark more than one answer as verified
     
    Regards,
    Neeraj Kumar

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 664 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 522 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 303 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans