What's new or changed in Copilot for Finance in December 2024
[This article is prerelease documentation and is subject to change.]
This article lists the features that are new or changed for Microsoft 365 Copilot for Finance in each release that is shipped in December 2024.
Learn more about upcoming and recently released capabilities in Copilot for Finance that you can use for planning in the Dynamics 365 and Microsoft Power Platform Release planner.
Features included in this release
This section contains a list of the features or changes that are included in each release. We might update this article to include features that were added to the release after this article was originally published.
| Release date | Feature area | Feature name | More information | Learn more |
|---|---|---|---|---|
| December 19, 2024 | Reconciliation in Excel | Non-monetary matching | This feature extends the use cases for reconciliation in Excel by enabling matching to occur based on text/string mapping keys. A monetary key (amount key) isn't required. | Match without using a monetary key in data reconciliation |
| December 19, 2024 | Reconciliation in Excel | Tolerance Matching (Amount) | This capability extends the matching rules. Tolerance expands the matching range by enabling monetary keys to match not only through exact amounts but also through amounts that are within a user-provided range. | Use amount tolerances in data reconciliation |
| December 20, 2024 | Customer Communications in Outlook | New Feature: Email Summary ERP attribution | This new feature enhances the existing email summaries with relevant financial data. That data includes the customer's outstanding balance and, when invoice amounts are referenced, the invoice amounts and dates. | Not applicable |
New customers automatically get the latest version of Copilot for Finance. If you're an existing partner or customer, check your email for notifications about updates.