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What's new and planned for Finance agents in Microsoft 365

This article lists features that are planned for release from October 2024 through March 2025. Because this article lists features that might not be released yet, delivery timelines might change and projected functionality might not be released. For more information, see Microsoft policy.

In the General availability column, the feature is 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 are available for preview or early access and for preview, early access, and general availability.

Microsoft Excel experiences

Microsoft 365 Copilot for Finance enables finance professionals to perform their tasks in Microsoft Excel.

Feature Enabled for Public preview General availability
Automate financial reconciliation in Excel with unattended mode Admins, makers, or analysts enable for users Mar 31, 2025 -
Use Copilot extended reconciliation parametrization Admins, makers, or analysts enable for users Dec 20, 2024 -
  • You can opt into some features as part of early access on August 12, 2024, including all mandatory changes that affect users. For more information, see Early access FAQ.

Description of Enabled for column values:

  • Users, automatically: The feature includes changes to the user experience and is enabled automatically.

  • Admins, makers, marketers, or analysts, automatically: The feature is meant to be used by administrators, makers, marketers, or business analysts and is enabled automatically.

  • Users by admins, makers, or analysts: Administrators, makers, or business analysts must enable or configure the feature for their users.

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