What's new or changed in Copilot for Finance in May 2024

[This article is prerelease documentation and is subject to change.]

This article lists the features that are new or changed for Microsoft Copilot for Finance in each release that is shipped in May 2024.

For information about upcoming and recently released capabilities in Copilot for Finance that you can use for planning, see the Dynamics 365 and Microsoft Power Platform Release planner.

Features included in this release

This section contains a list of the features or changes that are included in each release. We might update this article to include features that were added to the release after this article was originally published.

Release date	Feature area	Feature name	More information	Learn more
May 31, 2024	Collections in Outlook	Save notes, emails, and email summaries in Dataverse	This feature lets you save correspondence, email summaries, and notes in Outlook. All parties who are involved in the collections process in an organization have shared visibility into the conversations and interactions with customers.	Save notes, emails, and email summaries in Dataverse
May 31, 2024	Collections in Outlook	Demo mode	Demo mode lets customers use the Microsoft Copilot for Finance Outlook add-in to try Copilot for Finance's capabilities. Demo mode doesn't require that users sign in to an existing enterprise resource planning (ERP) tool.	Understand demo mode in Copilot for Finance in Outlook

New customers automatically get the latest version of Copilot for Finance. If you're an existing partner or customer, check your email for notifications about updates.