Copilot Podcast: Overview of Microsoft Copilot for Finance

Microsoft Copilot

In episode 17 of the “Copilot Podcast,” AI Expert and MVP Aaron Back shares details of Microsoft’s recent announcement that Microsoft Copilot for Finance is now available in preview.

This episode is sponsored by Community Summit North America, the largest independent gathering of the Microsoft Business Applications ecosystem, taking place Oct. 13-17, 2024, in San Antonio, Texas. The Call for Speakers is now open. Click here to submit your session today.


00:40 — A new Copilot is available — Copilot for Finance — which is still in preview mode. There are three ways to install it:

  • In a Dataverse environment
  • In an admin-deployed scenario
  • In a user-deployed scenario

Copilot for Finance is available for download on AppSource.

01:52 — Copilot for Finance is only used in Outlook and Excel. In Outlook, Copilot for Finance supports the collections process. In Excel, Copilot for Finance streamlines data reconciliation and “intelligent prompts” for reviewing financial data structures.

03:51Copilot for Finance is built on a service that is hosted in Azure and offers direct integrations to Dynamics 365 Finance and Operations and the Power Platform.

04:42 — Currently, Copilot for Finance is only available in the U.S and is still in preview mode.

Stream the audio version of this episode here:

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