The Finance solution in Microsoft 365 Copilot is now generally available 

Finance plays a critical role in helping organizations make confident, data-driven decisions. Yet despite decades of automation, much of finance work still happens in spreadsheets and emails. Teams spend hours reconciling data from multiple systems, investigating variances, or fielding ad-hoc questions about budgets, spend, or invoices. The result is slower insight, longer close cycles, and less time for strategic analysis. 

The Finance solution in Microsoft 365 Copilot, formerly Microsoft Copilot for Finance, is now generally available, helping finance teams bring ERP-connected data and workflows directly into the flow of work. Built with Microsoft 365 Copilot, this role-based AI solution connects to your existing systems of record, such as Microsoft Dynamics 365 Finance or SAP. It also infuses AI assistance into the tools you already use every day, like Excel and Outlook. 

The result: faster financial operations, fewer manual handoffs, and better collaboration between finance, business teams, and IT. 

A New Way to Work With Finance Data 

Microsoft 365 Copilot bridges productivity tools and enterprise systems, so financial information becomes conversational and accessible. Instead of switching between applications or waiting for manually generated reports, you can simply ask questions in natural language: 

• “Identify the key drivers for forecast variances for March.” 

• “Highlight period over period trends across regions.” 

• “Draft a response to the customer regarding the last payment.” 

Copilot interprets the request; when needed, retrieves data from ERP systems under your existing governance controls, and provides traceable, actionable answers. It not only lists figures, it highlights anomalies, explains the drivers of change, and creates draft narratives ready for review or sharing. 

This connected experience reduces repetitive work. It also shortens the time between question and answer, and keeps financial insights grounded in governed, auditable data. 

Core Capabilities Now Available 

The Finance solution in Microsoft 365 Copilot delivers a suite of capabilities designed to simplify financial operations, improve accuracy, and enhance productivity across the finance organization. 

Financial Reconciliation (Generally Available) 

Reconciliation has always been one of finance’s most time-consuming tasks: matching transactions, detecting exceptions, and validating balances. Copilot transforms this process into an interactive experience.

It identifies unmatched transactions, detects potential differences, and suggests next steps. You can review and confirm matches directly in Excel, reducing manual work and improving audit confidence. Show the desired workflow to Copilot once, save it as a template and set up an AI action to get the same steps to be performed on a regular basis. The results can be mailed directly to your inbox. Organizations piloting these capabilities have reduced reconciliation time from days to hours while improving overall data quality. 

Customer Communications in Outlook (Public Preview) 

Finance teams often handle hundreds of customer inquiries via email: checking payment status, confirming invoices, or clarifying balances. With Copilot in Outlook, these messages become opportunities for automation. When an inquiry arrives, Copilot drafts a context-aware reply that includes relevant invoice details or payment confirmations pulled directly from ERP data. Finance professionals can review and send with confidence, knowing each response is accurate, consistent, and aligned with company records. 

Variance Analysis (Public Preview) 

When actuals deviate from the forecast, finance teams must quickly understand why. Variance analysis in Copilot accelerates this process. It identifies anomalies or shifts in financial performance and uses natural language to explain key drivers, such as currency fluctuations, delayed revenue recognition, or cost overruns. It can even draft summary explanations for management reporting. Instead of spending hours building pivot tables, finance teams can spend minutes reviewing insights and refining recommendations. 

Data Preparation in Excel (Public Preview) 

Preparing data for analysis can consume more time than the analysis itself. Through the Finance solution, Copilot automates this step. When ERP data is exported into Excel, Copilot recognizes column types, fills missing values, and reshapes tables into analysis-ready formats. The result is cleaner, standardized data for forecasting, reporting, and machine-learning models—all produced in a fraction of the time. 

Together, these capabilities give finance professionals a connected, AI-assisted workflow across Microsoft 365, where every task, from reconciliation to communication, happens faster, with fewer errors and greater insight. 

Enterprise-Grade Security and Governance 

The Finance solution is built on the same trusted security foundation as Microsoft 365. All interactions honor existing role-based access, compliance, and audit controls, ensuring users only see the data they’re authorized to view. Finance data never leaves your governed environment, and all prompts and responses remain subject to your organization’s security, data-loss-prevention, and privacy policies. 

For IT leaders, this design delivers confidence that Copilot operates within the same enterprise boundaries as your other Microsoft 365 workloads—no additional infrastructure or integration complexity required. Identity management, permissions, and governance remain consistent across finance, sales, and service scenarios. 

Deployment and Management Made Simple 

IT administrators can deploy the Finance solution directly from Microsoft AppSource, making it easy to discover, install, and configure without custom integration work. Once installed, the solution can be connected to your organization’s ERP systems, such as Dynamics 365 Finance or SAP, through guided setup experiences. 

Because it runs within Microsoft 365 Copilot, deployment aligns with your existing Microsoft 365 tenant configuration. There’s no new infrastructure to provision and no separate AI environment to secure. Administrators can manage permissions, configure data connections, and monitor adoption through familiar Microsoft 365 admin centers. 

Finance leaders, meanwhile, can roll out Copilot incrementally, starting with high-impact tasks like reconciliation and variance analysis, before expanding to broader finance workflows across teams and regions. 

How to Get Started 

The Finance solution in Microsoft 365 Copilot is designed to integrate with your current environment quickly. Here’s how to begin: 

1. Check prerequisites – Ensure your organization is licensed for Microsoft 365 Copilot and that the users who will access the Finance solution have permissions aligned with your ERP system (for example, Dynamics 365 Finance or SAP). 

2. Visit Microsoft AppSource – Search for Finance in Microsoft 365 Copilot and initiate the installation. 

3. Connect your ERP system – Use the guided configuration experience to establish a secure connection between Copilot and your ERP environment. All credentials and permissions remain governed by your existing identity and compliance policies. 

4. Assign access and roles – Within the Microsoft 365 admin center, assign appropriate access to finance teams and business users based on their roles. 

5. Start using Copilot – Launch Excel or Outlook and begin exploring finance-related tasks, such as reconciliation support, variance explanations, or drafting customer communications. 

6. Monitor and optimize adoption – IT can track usage, gather feedback, and adjust configurations as needed through existing Microsoft 365 management tools. 

Welcome to the Finance solution in Microsoft 365 | Microsoft Learn 

Finance solution in Microsoft 365 Copilot Series | Dynamics Bites Series

From Systems of Record to Systems of Action 

By bringing ERP data, productivity tools, and AI assistance together, the Finance solution in Microsoft 365 Copilot helps organizations move from static systems of record to dynamic systems of action. Finance teams no longer have to wait for reports or toggle between applications. They can access insights instantly, collaborate seamlessly, and act with confidence. 

For finance professionals, that means faster close cycles and clearer insights. 
For business leaders, it means timely answers grounded in governed data. 
For IT, it means secure scalability across the Microsoft cloud. 

This is finance reimagined for the agentic AI era—more connected, conversational, and compliant by design. 

Learn More 

The Finance solution in Microsoft 365 Copilot is now generally available. Explore how you can bring AI assistance into your finance organization today. 

• Visit Microsoft AppSource to download and configure the solution. 

• Review Microsoft Learn documentation for setup and administration guidance. 

• Discover more about Microsoft 365 Copilot and role-based AI solutions across Sales, Service, and Finance. 

With Microsoft 365 Copilot bringing finance together with your ERP data, you can accelerate decision-making, enhance data confidence, and empower every finance professional to do more, directly within Microsoft 365. 

The post Empowering Finance with an AI Assistant in Microsoft 365 Copilot  appeared first on Microsoft Dynamics 365 Blog.

As customer service teams strive to deliver faster, more personalized support, the need for tailored productivity enhancements has never been greater. With the introduction of custom productivity tools in Dynamics 365 Copilot Service Workspace (CSw), organizations can now equip customer service representatives with purpose-built utilities that streamline workflows, reduce clicks, and eliminate context switching. 

From generic to purpose built 

While CSw offers a robust set of out-of-the-box tools, many organizations have unique operational needs that require more than standard capabilities. Custom productivity tools bridge this gap by allowing developers and admins to embed lightweight, task-specific utilities directly into the service rep experience. 

Whether it’s a quick calculator for warranty eligibility, a guided script for onboarding, a mini-dashboard for SLA tracking, or a custom appointment scheduler as shown below, these tools empower service reps to work smarter without leaving their workspace. 

Custom productivity tools are built using familiar web technologies (HTML, JavaScript, CSS) and hosted as web resources in Dataverse. Admins can surface these tools in the productivity pane or as side panels within sessions. Subsequently, they are contextually available based on the service rep’s workflow. 

Key features include: 

• Context-aware rendering: Tools can access session data, such as customer ID or case type, to personalize functionality. 

• Two-way data flow: Tools can read from and write to Dynamics 365 records using Web API calls. 

• Lightweight deployment: No need for full app development—just upload and configure. 

Real-world impact 

Organizations are already using custom productivity tools to: 

• Automate repetitive tasks like case classification or knowledge article suggestions. 

• Provide service reps with quick-reference guides and calculators. 

• Integrate third-party services (e.g., shipping trackers, billing systems) directly into CSw. 

The result? Faster resolution times, fewer errors, and happier service reps. 

Custom productivity tools are part of our broader vision to be the most flexible and user-friendly workspace in the industry. As we continue to invest in extensibility, these tools will play a key role in helping organizations tailor CSw to their unique service models without compromise. 

Learn more 

To get started with custom productivity tools, read the documentation: Manage custom productivity tools | Microsoft Learn 

The post Use custom productivity tools in Dynamics 365 Customer Service appeared first on Microsoft Dynamics 365 Blog.

We are excited to introduce sensitive data redaction in Dynamics 365 Contact Center, a major advancement in privacy-first AI for customer service. This new capability empowers organizations to deliver intelligent voice experiences while ensuring that customers’ sensitive information remains protected throughout the interaction. 

This feature is designed specifically for human interaction with voice AI agents, allowing voice AI agent makers to flag variables as sensitive in Microsoft Copilot Studio. Once flagged, these variables are automatically redacted from all system-level outputs—including call recordings, transcriptions, and diagnostic logs—ensuring that no sensitive data is stored or exposed. 

Built for privacy, designed for trust 

Sensitive data redaction reflects Microsoft’s commitment to responsible AI and secure customer engagement. By embedding privacy controls directly into the conversational design process, organizations can confidently deploy Voice AI agents that meet both customer expectations and regulatory requirements. 

This feature supports a wide range of use cases, including: 

• Financial services: Redacting account numbers, PINs, and transaction details 

• Healthcare: Protecting patient identifiers and medical information 

• Public sector: Ensuring compliance with data handling standards for citizen services 

Empowering contact center teams 

With sensitive data redaction, contact center teams can: 

• Design privacy-aware voice AI agents using intuitive tools in Copilot Studio 

• Ensure compliance with global data protection regulations like GDPR, HIPAA, and PCI-DSS 

• Streamline operations by removing the need for manual data sanitization or external redaction tools 

• Build customer trust by transparently protecting sensitive information during voice interactions 

Protecting privacy

This release marks a significant milestone in Microsoft’s journey to deliver secure, scalable, and intelligent contact center solutions. By enabling privacy-first voice AI experiences, we’re helping organizations modernize customer engagement while upholding the highest standards of data protection. 

Learn more 

To learn more about sensitive data redaction and how to implement it, read the documentation: Mask sensitive data and prevent unauthorized access | Microsoft Learn 

The post Announcing sensitive data redaction for voice AI agents appeared first on Microsoft Dynamics 365 Blog.

Frontline technicians juggle more than just work orders—they balance customer visits, team meetings, and personal commitments. Until now, keeping these schedules aligned often meant switching back and forth between apps. 

With Release Wave 2 2025, we’re excited to announce the General Availability (GA) of Exchange Integration for Dynamics 365 Field Service. This capability syncs work order bookings directly into Outlook and Teams calendars, giving technicians a unified view of their schedules in one place, where they already collaborate with their team. 

Why this matters

Field service organizations rely on accurate scheduling to keep operations running smoothly. Yet, frontline workers have traditionally had to check multiple sources—Field Service for bookings, Outlook for meetings, Teams for collaboration—just to piece together their day. 

With this Integration: 

• Work order bookings appear automatically in Outlook and Teams calendars. 

• Technicians see everything in one place—work assignments, team meetings, personal appointments. 

• Dispatchers reduce scheduling confusion, since work orders sync within 15 minutes. 

The result: fewer missed updates, less app switching, and more time spent serving customers. 

How the integration works

• One-way sync: Bookings tied to work orders and created or edited in Dynamics 365 Field Service → Exchange (Outlook and Teams). 

• Fast updates: Bookings sync within 15 minutes. 

• Seamless experience: Technicians stay focused in Outlook and Teams with no extra steps. 

• Synced fields are not configurable: If changing what fields sync is essential, please upvote this idea on the product team’s Idea’s portal and describe your scenario: Microsoft Idea 

Important note for existing customers:

If your organization already uses an Exchange integration with Field Service to sync appointments, contacts, or tasks, you’ll notice an important change after GA: 
Field Service work order bookings will begin syncing into Outlook and Teams calendars. 

To ensure a smooth transition: 

– Prepare your users for this update to prevent unexpected duplicate or overlapping events. 

– If needed, disable the sync for all user mailboxes or turn off the Exchange Online email server profile to opt out of this feature. 

Getting started: Best practices 

1. Train users to expect work order bookings in their Outlook and Teams calendars and explain what information will appear in appointments versus Field Service. 

2. Roll out the integration progressively to the field while collecting feedback to identify where the integration is working, where it is not, and why.  

3. Give feedback to the Microsoft Product team on feature gaps and changes you’d like to see using the Ideas portal. 

Frequently Asked Questions 

Q: When will Exchange Integration be generally available? 
A: Exchange Integration is available to all customers with Wave 2 2025. 

Q: Does the sync work both ways? 
A: No. The sync is one-way, from Field Service to Exchange. Updates made in Outlook or Teams do not flow back to Field Service. 

Q: How often does the sync run? 
A: Bookings appear in Outlook and Teams within 15 minutes. 

Q: What happens if we already have an Exchange integration set up? 
A: You’ll begin to see Field Service work order bookings added to calendars after GA. Prepare users for this change to avoid confusion. Turn off the feature via mailbox or server profile settings if needed.

Q: Can we control which bookings sync? 
A: No, only work order related bookings will sync 2 weeks into the future and 1 week into the past. Admins can manage who is set up for integration by enabling or disabling the sync on their mailbox in Dynamics. 

Q: Do we need new licenses?
A: No additional licenses are required beyond standard Dynamics 365 Field Service and Microsoft 365 licensing. 

Conclusion 

With the Calendar Integration now generally available, your technicians gain a clearer view of their day, your dispatchers simplify scheduling, and your organization eliminates unnecessary friction. 

Ready to keep everyone in sync? Enable Calendar Integration in Dynamics 365 Field Service today.  [Learn more in our documentation] 

The post Integrate Field Service bookings with Outlook and Teams, now Generally Available.  appeared first on Microsoft Dynamics 365 Blog.

As innovation speeds up, staying agile is essential. To keep your business ahead of the curve with innovation across Microsoft Dynamics 365, Microsoft Power Platform, and Copilot Studio, join us for the Business Applications Launch Event, debuting live on the Dynamics 365 YouTube channel on Thursday, October 23, 2025 at 9 AM Pacific Daylight Time. Subscribe to our YouTube channel to get notified when the update is live.

The Business Applications Launch Event offers an exclusive first look at new capabilities launching over the next few months.

With a newly streamlined presentation format, you can quickly get up to speed on the most important and innovative capabilities—with expert insights and demonstrations from Microsoft product leaders and engineers. It’s our way of helping you stay current, make informed decisions, and move faster in the era of Copilot and AI agents.

Mark your calendar for the Business Applications Launch Event—Thursday, October 23, 2025.

The update is your opportunity to:

• Get insights about the latest low-code and AI innovation transforming business from Charles Lamanna, President, Business and Industry Copilot.
• Get a sneak preview of upcoming capabilities across Dynamics 365, Microsoft Power Platform, and Copilot Studio with live demonstrations from Microsoft product leaders and engineers.
• Discover where to access materials to learn about and plan for new and upcoming capabilities.
• All in a new presentation format designed to quickly get you up to speed on the latest updates, so you can get the most from them.

During this update, you’ll hear from the product leaders and engineers behind the technology, including new Copilot and AI agent innovation for Dynamics 365 and Microsoft Power Platform. Demo highlights will include:

Microsoft Dynamics 365 Sales

Learn about updates to the Sales qualification agent. It autonomously researches and engages with leads, helping sales teams quickly identify those with real purchase intent. In this wave, the agent goes further—moving the lead closer to full qualification and boosting the team’s opportunity pipeline with greater precision and impact.

Get an overview of 2025 release wave 2 highlights for Dynamics 365 Sales:

Microsoft Dynamics 365 Customer Service and Dynamics 365 Contact Center

The latest release wave of Dynamics 365 Contact Center helps service reps better understand customer needs and deliver what they need—quickly, efficiently, and with a human touch. Dynamics 365 Customer Service will continue to enhance agentic and Copilot capabilities for case and knowledge management, as well as AI-based routing. Dynamics 365 Contact Center will also focus on expanding agentic and Copilot capabilities to automate service journeys across digital and voice channels, along with introducing new omnichannel and supervisor features in the 2025 release wave 2.

Get an overview of 2025 update two highlights for Dynamics 365 Contact Center:

Dynamics 365 ERP products and solution in Microsoft 365 Copilot

Dynamics 365 Finance expands the capabilities of the Account Reconciliation Agent. Today, it supports your team in effortlessly resolving voucher amount mismatches. In this wave, it extends support to include ledger not in subledger and subledger not in ledger exceptions. Instead of relying on manual exception handling and static reports, the solution reviews all transactions on an ongoing basis, services exceptions, and presents them to you. The agent then suggests the most appropriate action for resolution, and you have the freedom to accept it or choose another path. Core updates to Dynamics 365 Finance also include the automation of remittance advice processing.

Dynamics 365 Supply Chain Management introduces capabilities that make AI-led demand planning more flexible. You can now bring in multiple external signals like inflation, weather, and industry indexes right into your forecast.

And new autonomous and intelligent productivity capabilities for finance solution in Microsoft 365 Copilot will reshape the finance process, from reconciliation to collections to advanced analytics help reduce repetitive work and surface actionable insights.

Get an overview of 2025 release wave 2 highlights for Dynamics 365 Finance:

Dynamics 365 Supply Chain Management:

Finance agents for Microsoft 365:

Microsoft Power Platform

Microsoft Power Platform is getting a major boost with AI and collaboration features. Power Apps now lets people and agents work together—agents can help with tasks like data entry, visualization, and app creation just by describing what you need or sharing an image. Power Automate is evolving with smarter automation tools, including generative AI actions, intelligent document processing, and new human-in-the-loop experiences like advanced approvals. It’s also, it’s adding stronger governance and security controls to help manage automation at scale. Power Pages is making it easier than ever to build secure, data-driven websites, with new tools for low-code makers and developers, and enhanced security insights to keep everything protected.

Get and overview of 2025 release wave 2 highlights for Power Apps:

See wave two highlights for Power Automate:

Copilot Studio

Copilot Studio continues to make agent creation and operation even easier and more powerful with autonomous agents in Microsoft 365 Copilot, the ability to build complete teams of agents that work seamlessly together, and improved governance for enterprise scalability. Copilot Studio will offer even deeper integration with Azure AI Foundry and Microsoft Graph, helping ensure your agents can use the latest AI technology alongside your data in the Microsoft Graph.

Get an overview of 2025 release wave 2 highlights for Copilot Studio:

Catch the wave—Mark your calendar for BALE

The Business Applications Launch Event will be live on the Dynamics 365 YouTube channel on Thursday, October 23, 2025, starting at 9 AM Pacific Daylight Time. We’ll see you there!

The post Explore new AI innovation for Dynamics 365, Microsoft Power Platform, and Copilot Studio at the Business Applications Launch Event appeared first on Microsoft Dynamics 365 Blog.