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Optimizing Financial Operations with Microsoft 365 Copilot for Finance in Excel

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#copilot

#excel

#finance

#operations

Dynamics 365 Finance

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Feb 26, 2025

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AI Summary

  • Microsoft 365 Copilot for Finance automates financial data reconciliation and provides actionable insights in Excel.
  • It consists of two key components: Copilot for Finance in Excel and Copilot for Finance in Outlook.
  • Installation involves navigating to Dynamics 365 Finance homepage and selecting Copilot for Finance (Preview) in Excel.
  • The data reconciliation process in Excel simplifies financial reconciliation through exporting, combining, and categorizing data.
  • Customer reconciliation with Microsoft 365 Copilot for Finance in Excel automates data comparison, identifies discrepancies, and generates reports.
  • Exporting customer-related financial data involves extracting Customer Posting Profile Transactions and Customer Transactions.
  • Combining data in Excel requires inserting both datasets into a single workbook and ensuring proper structuring.
  • Running data reconciliation with Copilot for Finance in Excel involves selecting datasets, confirming mappings, and initiating the analysis to generate a reconciliation report.

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