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What's new and planned for Microsoft Copilot for Finance

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Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Copilot for Finance. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

This topic lists features that are planned to release from April 2024 through September 2024. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.

For a list of the next wave's release plans, go to 2024 release wave 2 plan.

In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.

This check mark ( ) shows which features have been released for public preview or early access and for public preview, early access, and general availability.

Microsoft Excel experiences

Microsoft Copilot for Finance enables finance professionals to perform their tasks in Microsoft Excel.

Feature Enabled for Public preview General availability
Apply partial matching to reconcile financial data Users, automatically Jun 7, 2024 -

Microsoft Outlook experiences

Microsoft Copilot for Finance enables finance professionals to review customer financial information and communicate more efficiently using Microsoft Outlook.

Feature Enabled for Public preview General availability
Use Copilot for Finance Connector support Users by admins, makers, or analysts Jul 1, 2024 -
Use Copilot for Finance additional native ERP support Users by admins, makers, or analysts Aug 2, 2024 -

You are able to opt into some features as part of early access on February 5, 2024, including all mandatory changes that affect users. To learn more, go to Early access FAQ.

Description of Enabled for column values:

  • Users, automatically: These features include changes to the user experience and are enabled automatically.

  • Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.

  • Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.

For a list of the countries or regions where Dynamics 365 business applications are available, go to the International availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.

Associated release plans

These features are also relevant to this app: