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

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Copilot For Finance for Outlook - Saving Mails & Notes

(1) ShareShare
ReportReport
Posted on by 9
Hi All,
 
We have installed Copilot for Finance and linked it to our Business Central environment.
 
When saving notes & mails to the customer card through Outlook, we can't seem to find where it is saved in Business Central (on the customer card)?
I can only find information regarding Fin & Ops.
 
Thanks for your help!!
Kind Regards,
Yaël
I have the same question (0)

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

News and Announcements

Season of Giving Solutions is Here!

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…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
iampranjal Profile Picture

iampranjal 67

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 37 Super User 2025 Season 2

#3
Pallavi Phade Profile Picture

Pallavi Phade 24

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans