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Optimize processes with agent-led time, expense, and approvals

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Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts Mar 2025 Sep 2025

Business value

Copilot and agentic automation enable the detection of work from Outlook and Teams. By streamlining time entry, expense report creation, and approval processes, we significantly reduce administrative burdens and improve invoice accuracy. This leads to faster invoicing, fewer errors, and enhanced satisfaction for project managers, consultants, and invoice administrators.

Feature details

Using Copilot and agentic automation, we will eliminate inefficiencies in the invoice process by automatically detecting work from Microsoft Outlook calendars and Microsoft Teams meetings. These features will allow for automated creation and submission of time entries, and remove the need for alerts and reminders that often frustrate project managers, consultants, and invoice administrators.

Additionally, our automation will facilitate the creation, submission, and policy checking of expense reports from emails and receipt scans, and incorporate automatic policy validations. Project managers will have the capability to upload documents that contain rules to flag approvals that need review while allowing others to be automatically approved.

Overall, these advanced technologies, through natural language inferences and automation, will help project-centered companies submit accurate invoices, minimize corrections, and eliminate frustrations and last-minute issues for everyone involved.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Norway
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France