Forum Discussion
MicrosoftPartner Alert: Introducing Microsoft Copilot for Finance
Summary
On February 29, 2024, Microsoft announced the public preview of Microsoft Copilot for Finance, the newest role-based extension of Microsoft Copilot. Copilot for Finance works seamlessly with the existing financial systems and data sources companies already rely on, bringing the right data to users in Excel and Outlook, to transform the way finance professionals complete everyday tasks.
Microsoft Copilot for Finance
Copilot for Finance surfaces insight while in the flow of work to support strategic decision-making and reduces the time spent on manual, repetitive work. By harnessing next-generation AI, Copilot automates time consuming tasks, like data consolidation, to empower finance professionals to focus on what truly matters – driving business performance.
Copilot for Finance works alongside you, embedded in the Microsoft 365 apps you use daily to make financial processes more seamless and automated. At preview, we will support three scenarios:
- Streamline data reconciliation: Traditionally, accounts receivable (AR) managers spent hours manually pulling data from ERP records to reconcile in Excel. With Copilot for Finance, these critical steps are done with a simple prompt, empowering AR managers to act on inconsistencies found with suggested copy and relevant invoices attached.
- Accelerated collections: Collection coordinators spend ample time reviewing outstanding accounts and attempting to reconcile them in a timely matter. Copilot for Finance empowers the collections process by suggesting priority accounts, summarizing conversations to record back to ERP, and providing payment plans for customers.
- Understanding variances: [Live in public preview in April] Instead of reviewing large financial data sets for unusual patterns, users can prompt Copilot for Finance to detect and highlight variances for investigation and follow-up.
Call to Action
Learn more about Microsoft Copilot for Finance and the value it provides to finance professionals by exploring the content below. Encourage customers to sign-up for public preview and leverage this announcement to drive core revenue opportunities of landing Dynamics 365 Finance.
- Read the official blog announcements:
- Encourage customers to sign up for the public preview today here.
- Review partner resources on the new Microsoft Copilot for Business Functions Partner Hub page, the partner pitch deck, partner FAQ, guided and unguided click-through demos, marketing video and more.
- Learn how to get started with setting up in the documentation here.
Stay Connected with Business Applications Partner Resources:
- NEW! Sign up for the Dynamics 365 and Power Platform Partner Newsletters
- NEW! Follow the Dynamics 365 and Power Platform partner LinkedIn channels
- Bookmark the Dynamics 365 and Power Platform Partner Hub pages
- Join and engage in the Business Applications Microsoft Partner Community
