Co-pilot for Finance

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Posted on by Syed Shabab Mujtaba

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Hi Techie,

I have installed Copilot on sandbox as per the guide link available on MS website. FYI ( Enable Copilot capabilities in finance and operations apps (preview) - Finance & Operations | Dynamics 365 | Microsoft Learn), i can see the copilot icon available on F&O but as soon as i launch F&O it gives me below error.

You do not have access to Copilot. Please contact your system administrator to request access.

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Hana Xue Microsoft Employee on at

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Co-pilot for Finance

Hi,
It would be nice for me to be able to help you. Thank you very much for sharing the steps to solve this problem so generously and in detail. I will mark this as verified to make it clear to more people. Thank you again for your contribution to the forum.
Best Regards,
Hana
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RA-13051923-0 5 on at

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Co-pilot for Finance

Hi Hana,

Thanks for the response. The link you provided was helpful, however it took some time to figure out the issue. Was finally able to resolve it and get the Copilot sidecar working in the F&O environment. These are steps I followed:

The error message appears because the copilot has not been published yet through the Copilot studio. In order to resolve this follow the steps below:

Sign up for Microsoft copilot studio trial as an individual. If an admin, then an administrator of tenant would need to sign up for licenses (I went for the individual sign up as that allows to create Copilot account as a trial for 60-90 days I believe). See the links for reference:

Details on Sign up individually - https://learn.microsoft.com/en-us/microsoft-copilot-studio/sign-up-individual

Details on Sign up as an admin with tenant licenses - https://learn.microsoft.com/en-us/microsoft-copilot-studio/requirements-licensing

Once the sign up is complete (sign up with the same email account that is linked to the F&O environment), make sure the copilot studio is pointing to the correct environment. By default it gets pointed to a default environment it creates but user can change the environment by clicking on the environment and selecting the appropriate supported environment. See screenshot:

Once the appropriate environment is selected, click on Copilots tab from the left navigation pane:

If all the previous setups were done correctly and the apps for Copilot were installed correctly, user should see a copilot called 'Copilot for finance and operations apps'

Click on it or select it and click on 'Open Copilot' from menu bar. From the left navigation pane, go to 'Publish' tab. Click on Publish to publish the copilot to be used in F&O environment. After this step, the error message appearing on F&O environment when clicking on the Copilot icon goes away. The copilot sidecar can now respond to questions like 'how to run a customer account statement?' and provides the steps.

Hope these steps are helpful to anyone trying to test this out. Thanks

- Rushabh
Hana Xue Microsoft Employee on at

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Hi,
As Shaun Hawkshaw said, please check if your environment is supported, which is also included in the main points of the article.
Best Regards,
Hana
SH-15050644-0 4 on at

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Hi Syed,

Hope you are well.

Did you manage to resolve this issue as we are facing the same?

We have followed all steps on MS learn and multiple articles and still run in to the same issue. If i look on copilot studio, it shows our env as unsupported.

Thank you,

Shaun Hawkshaw
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Hana Xue Microsoft Employee on at

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Co-pilot for Finance

Hi,
If you are pretty sure you followed the steps of the article and noticed the points mentioned in the document, please check if you have the appropriate permissions or if there are some custom permissions blocking access. Also check this document: Assign licenses and manage access to Microsoft Copilot Studio
Assign user licenses and manage access - Microsoft Copilot Studio | Microsoft Learn
Best Regards,
Hana
RA-13051923-0 5 on at

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Hi,

I am receiving the same error message. I did follow all the steps mentioned in the Microsoft documentation and still face the issue. Any luck in resolving this?

Thanks,

Rushabh
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Judy Microsoft Employee on at

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Hi, can you redeploy the environment and start set up from scratch to see if it can help.

Best Regards,

Judy
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Hana Xue Microsoft Employee on at

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Hi,
The documentation provides prerequisites and four steps for enabling copilot, so please make sure you meet them first.
Enable Copilot capabilities in finance and operations apps (preview) - Finance & Operations | Dynamics 365 | Microsoft Learn
Here are some typical reasons that may prevent Copilot from being deployed and enabled in FO.
Enable generative help and guidance with Copilot - Finance & Operations | Dynamics 365 | Microsoft Learn
Best Regards,
Hana