First, let’s have an overview of this new application. Copilot for Finance is a new Copilot experience in Microsoft 365. It features AI-assisted help for financial professionals. It does this from within productivity apps they use every day.
Microsoft Copilot for Finance connects to business financial systems. Such as Dynamics 365 and SAP. It provides finance-based insights and guided actions in:
- Outlook
- Excel
- Microsoft Teams
- Other Microsoft 365 applications