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Finance Agent in Microsoft 365 outlook

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Posted on by CU07081103-2

I am facing the below error while downloading the customer invoice using "Finance Agent in Microsoft 365 outlook" from Dynamics 365 F&O.

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Dynamics 365 Finance

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Anton Venter Super User 2025 Season 2 on at

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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.

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CA Neeraj Kumar on at

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Hi,

Please follow the steps provided in the article:

https://learn.microsoft.com/en-us/copilot/finance/collections/sign-in-to-erp

Validate the permissions as mentioned here:

https://learn.microsoft.com/en-us/copilot/finance/collections/dynamics-finance-permissions

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

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