Supporting Trade Finance Advisory with Microsoft 365 Copilot for Finance
At Trade Finance Solution Bangladesh (TFSBD), we believe the future of trade finance lies in combining deep domain expertise with intelligent technology. As a trusted advisor in LC structuring, cross-border finance, compliance, and workflow automation, we see Microsoft 365 Copilot for Finance as a transformative tool that can: Streamline document validation and reconciliation for Letters of Credit Enhance compliance and audit readiness with automated variance detection Provide real-time insights into cross-border transactions and FX exposures Empower teams with guided, bilingual workflows for accuracy and accessibility Beyond advisory, TFSBD is also focused on creating strong relationships with foreign banks as a deal introducer — bridging opportunities between local businesses and international financial institutions. By aligning Copilot’s AI-driven capabilities with our advisory expertise, we aim to deliver smarter, faster, and more compliant trade finance solutions while opening new channels of collaboration across borders. We look forward to partnering with clients, banks, and the Microsoft ecosystem to unlock new opportunities in the evolving world of trade finance. Best Regards, Alaul KarimCopilot for Sales and Service Moving from CRM Data Entry to Customer Insight
For years, Customer Relationship Management (CRM) systems have promised to be the single source of truth for sales and service teams. But in practice, too often they’ve been seen as a burden: endless data entry, rigid fields, and time taken away from actual customer engagement. Now, with AI copilots entering the scene, the promise of CRM is finally shifting from record-keeping to insight generation. Instead of spending hours typing notes or updating pipeline stages, sales and service teams can focus on what really matters: building stronger relationships, closing deals faster, and resolving issues more effectively. https://dellenny.com/copilot-for-sales-and-service-moving-from-crm-data-entry-to-customer-insight/
Variance Analysis Not Available In Excel Add-In
In the Excel Add-in for Co-pilot For Finance, the Financial Reconciliation is available but the Variance Analysis is not (says its coming soon), but in your documentation it says Use Excel to Analyze Variances was available in public preview in Jun 2025. (https://learn.microsoft.com/en-us/copilot/release-plan/2025wave1/copilot-finance/use-excel-analyze-variances) However in Geographic Area's it says released into Microsoft Azure Geographic area: United States. Does this mean when you signed up for the Co-Pilot for Finance and entered your user details if you entered a non US geographic location you will not see this (even if your enterprise is using US based licence agreement)? Or is there some other reason why this option is greyed out in the Excel Add-In?Co-pilot Studio
I have created a agent in co-pilot and published it, Added to Teams. If I give prompt , I am getting answers from Knowledge Base. I have shared the same bot with user, when the user enter prompts the answers are not coming from knowledge base. How to resolve this, anyone encountered similar problem
Co Pilot for finance isn't working
As of today, March29, 2025 Co Pilot for Finance reconciliation isn't working and only gives the error: An error occurred while reconciling the data This is regardless of how simple the comparison is. It was working fine a month ago. I wonder how long it will take to release and actual working product.Invoice PDFs issues
Hello, I’m using Copilot for Finance and I’m testing a scenario where a client asks for their invoices. I respond using Copilot for Finance, which suggests an email version and retrieves the relevant invoices. However, it is unable to attach them as files. In your opinion, where could the problem be? Why is Copilot for Finance unable to attach the invoices to the email? Thxs
