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What's new or changed in Copilot for Finance in September 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 August 2024.

For information about upcoming and recently released capabilities in Copilot for Finance that you can use for planning, see 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
September 6, 2024 Reconciliation in Excel Quality update: Reconciliation stops at 10% This quality update ensures the reconciliation process doesn't unexpectedly stop at 10% if the data table column names include leading and trailing spaces. n/a
September 6, 2024 Reconciliation in Excel Quality update: Report completion indicator Add new status card on the top of the summary page notifies you the report was generated. n/a
September 6, 2024 Reconciliation in Excel Quality update: Reconciliation report record count improvement Corrected some scenarios when the transaction count in the reconciliation report summary was displayed incorrectly. n/a
September 6, 2024 Customer Communications in Outlook Quality update: Saving email summary improvements Corrected some scenarios when saving an email message summary action fails with an error message. n/a
September 6, 2024 Customer Communications in Outlook Quality update: Changed label in the contact card The contact card field Job title was replaced with Professional title to provide better context. n/a

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.