News and Announcements icon

Power Platform CommunityForums Copilot Studio - Copilot Studio pre-built Agent... Copilot for Finance - ...

Copilot Studio - Copilot Studio pre-built Agent...

Unanswered

Copilot for Finance - how to setup environment with data

Like (2) Share

Report

Report

Posted on 2 Apr 2025 17:40:52 by ÅS-02041732-0

1

Hi

I am using Copilot for Finance (preview version) but get error message when I click "Sign in to get started". Se attached image. Seems like I need to pre-setup an "environment" with data to be able to use the plugin in Excel. I have searched the web and watched YouTube videos but cant get a clear description on how to add my Excel sheets to an environment that will enable me to use it with Copilot for Finance. I have a business paid subscricption to Copilot with all rights.

Hope someone can help me.

Copilot for finan...

All responses Img

All responses (0)

Answers Img

Answers (0)

Helpful resources

News and Announcements

🌸You're Invited: Community Spring Festival Awards Celebration 🌸

Replay: Power Platform Community AMA - Copilot Studio | April

Welcome to the Power Platform Communities

Quick Links

Leaderboard

#1

WarrenBelz 146,731 Most Valuable Professional

#2

RandyHayes 76,287 Super User 2024 Season 1

#3

Pstork1 66,079 Most Valuable Professional

Leaderboard

Featured topics

Welcome to the Copilot Studio pre-built Agents/Templates

Product updates

Microsoft Power Platform Community release plans