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Finance (Preview) in Microsoft 365 Copilot - Outlook

oleh Microsoft Corporation

Finance (Preview) in M365 Copilot are the next-generation AI assistant for finance professionals.

What if you had a finance assistant working right alongside you in Microsoft 365 applications?

Finance (Preview) in Microsoft 365 Copilot empowers finance professionals to stay in the flow of work by seamlessly connecting productivity tools with existing financial systems, such as ERP, to support critical business processes and generate insights and actions in real-time. Finance agents (preview) accelerate time to impact for finance professionals by surfacing insights to support strategic decision-making and reducing the time spent on manual, repetitive work.

With Finance (Preview) in Microsoft 365 Copilot, common financial tasks, such as collections, can now be completed in Outlook, reducing the need to log in to ERP systems, while still maintaining financial data integrity and compliance. Finance (Preview) in Microsoft 365 Copilot has prebuilt integrations with Dynamics 365 Finance. Additional integrations with other ERPs will be available in future updates.

Notable capabilities include:

  • Email Summarization & Composition

  • ERP data retrieval – customer details, aging history, invoices, and recent customer activity

  • ERP data updates – customer contacts & invoices

Finance (Preview) in Microsoft 365 Copilot is a Production-ready preview. For more information, see https://learn.microsoft.com/en-us/copilot/finance/welcome.

For some capabilities, a Microsoft 365 Admin Center Administrator may be required. Finance agents may be subject to an additional free or paid license. For more details, please access the Finance (Preview) in Microsoft 365 Copilot website or contact your Microsoft representative.

Keupayaan Aplikasi

Apabila aplikasi ini digunakan, ia
  • Boleh menghantar data melalui Internet
  • Aplikasi ini boleh mencapai dan mengubah suai maklumat peribadi dalam mesej aktif, seperti kandungan, subjek, penghantar, penerima, dan maklumat lampiran. Ia mungkin menghantar data ini ke perkhidmatan pihak ketiga. Item lain dalam peti mel anda tidak boleh dibaca atau diubah suai.

Sekilas pandang

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