--- id: video/YL50nOTAPIY type: video title: "Introducing: Copilot for Finance: Why Is This a Game Changer (2024 release wave 2)" summary: Copilot for Finance, a Microsoft 365 role-based agent next to Copilot for Sales and Copilot for Service, is introduced for accounts receivable and collections. The video covers its Outlook and Excel integrations, the Teams integration still on the roadmap, and extensibility with custom fields through Copilot Studio. tier: official language: en tags: - copilot for finance - role-based agents - accounts receivable - collections - task switching - outlook integration - excel integration - teams integration - extensibility - roadmap system: finance review: state: reviewed by: opus at: "2026-10-07T23:04:38.972Z" flags: [] generated: at: "2026-10-13T00:32:41.360Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 496eb491f5204da0f25d03adb7ed5485d7a8504d6bec9dea9b47f2318e407503 evidence: - kind: video url: https://www.youtube.com/watch?v=YL50nOTAPIY&t=6s title: "Introducing: Copilot for Finance: Why Is This a Game Changer (2024 release wave 2)" date: "2024-10-08T15:00:40.000Z" commit: null t: 6 quote: co-pilot for finance is a new product in the Office 365 the Microsoft 365 Suite of applications it lives among what we call the - kind: video url: https://www.youtube.com/watch?v=YL50nOTAPIY&t=158s title: "Introducing: Copilot for Finance: Why Is This a Game Changer (2024 release wave 2)" date: "2024-10-08T15:00:40.000Z" commit: null t: 158 quote: those 4 hours actually become 5 weeks per year that's about 9% of the annual work time that we spent switching task switching context - kind: video url: https://www.youtube.com/watch?v=YL50nOTAPIY&t=198s title: "Introducing: Copilot for Finance: Why Is This a Game Changer (2024 release wave 2)" date: "2024-10-08T15:00:40.000Z" commit: null t: 198 quote: copilot for finance as I said before this is a new product that lives within the Microsoft 365 suite and really it empowers Finance - kind: video url: https://www.youtube.com/watch?v=YL50nOTAPIY&t=218s title: "Introducing: Copilot for Finance: Why Is This a Game Changer (2024 release wave 2)" date: "2024-10-08T15:00:40.000Z" commit: null t: 218 quote: this is now natively integrated with business Central in Outlook first and foremost but stay tuned - kind: video url: https://www.youtube.com/watch?v=YL50nOTAPIY&t=238s title: "Introducing: Copilot for Finance: Why Is This a Game Changer (2024 release wave 2)" date: "2024-10-08T15:00:40.000Z" commit: null t: 238 quote: there's also an integration uh well semi integration to excel as you know business Central has very cool integration to excel already - kind: video url: https://www.youtube.com/watch?v=YL50nOTAPIY&t=336s title: "Introducing: Copilot for Finance: Why Is This a Game Changer (2024 release wave 2)" date: "2024-10-08T15:00:40.000Z" commit: null t: 336 quote: if you go to the road map right now and look at what's planned for copal the finance there are some really interesting things - kind: video url: https://www.youtube.com/watch?v=YL50nOTAPIY&t=372s title: "Introducing: Copilot for Finance: Why Is This a Game Changer (2024 release wave 2)" date: "2024-10-08T15:00:40.000Z" commit: null t: 372 quote: the extensibility option basically what this means is that if you have custom fields on your entities in business Central you can surf those links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: YL50nOTAPIY channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=YL50nOTAPIY published_at: "2024-10-08T15:00:40.000Z" duration_s: 430 captions: full audience: - decision maker - functional consultant - administrator chapters: - t: 0 title: Introduction and Finance Function Evolution - t: 82 title: Task Switching and Time Waste Challenge - t: 178 title: Copilot for Finance Overview - t: 218 title: Excel Integration and Collections Features - t: 279 title: Outlook Integration for Collections Management - t: 336 title: Roadmap and Extensibility - t: 393 title: Summary and Call to Action features: - name: Copilot for Finance status: unclear t: 6 verified: false status_source: video - name: Copilot for Finance Outlook Integration status: unclear t: 279 verified: false status_source: video - name: Copilot for Finance Excel Integration status: unclear t: 238 verified: false status_source: video - name: Copilot for Finance Teams Integration status: unclear t: 336 verified: false status_source: video - name: Copilot for Finance Extensibility status: unclear t: 372 verified: false status_source: video objects_mentioned: - other Copilot Studio quotes: - t: 6 text: co-pilot for finance is a new product in the Office 365 the Microsoft 365 Suite of applications it lives among what we call the check: exact - t: 158 text: those 4 hours actually become 5 weeks per year that's about 9% of the annual work time that we spent switching task switching context check: exact - t: 198 text: copilot for finance as I said before this is a new product that lives within the Microsoft 365 suite and really it empowers Finance check: exact - t: 218 text: this is now natively integrated with business Central in Outlook first and foremost but stay tuned check: exact - t: 238 text: there's also an integration uh well semi integration to excel as you know business Central has very cool integration to excel already check: exact - t: 336 text: if you go to the road map right now and look at what's planned for copal the finance there are some really interesting things check: exact - t: 372 text: the extensibility option basically what this means is that if you have custom fields on your entities in business Central you can surf those check: exact --- # Introducing: Copilot for Finance: Why Is This a Game Changer (2024 release wave 2) > Copilot for Finance, a Microsoft 365 role-based agent next to Copilot for Sales and Copilot for Service, is introduced for accounts receivable and collections. The video covers its Outlook and Excel integrations, the Teams integration still on the roadmap, and extensibility with custom fields through Copilot Studio. [Watch on YouTube](https://www.youtube.com/watch?v=YL50nOTAPIY) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-10-08 · 7:10 · tier official · reviewed (checked by Opus) ## Overview The video, from the 2024 release wave 2 series, presents Copilot for Finance as a product in the Microsoft 365 suite of role-based agents. It starts with the cost of task switching, citing about 4 hours of switching, which the speaker puts at about 5 weeks per year, or roughly 9% of annual work time. It then shows how Copilot for Finance brings data from other applications into the flow of work. The first focus is accounts receivable and collections. The Outlook integration lets a collections manager summarize email threads, see customer information and update Business Central without leaving Outlook. Excel gets a semi-integration to reconcile data sets with Business Central, with variance analysis coming soon. Managing receivables from Teams is on the roadmap. Custom fields on Business Central entities can be exposed through APIs and surfaced in apps such as Outlook, with Copilot Studio used for authoring. ## Key points - Copilot for Finance sits in the Microsoft 365 suite of role-based agents, alongside Copilot for Sales and Copilot for Service. - Current focus is accounts receivable and collections; the speaker says more is to come. - The Outlook integration summarizes email threads, surfaces customer information and updates data back into Business Central without switching applications. - The Excel integration is described as a semi-integration to reconcile data sets between Business Central and Excel; variance analysis is coming soon. - Managing accounts receivable from within Teams is still on the roadmap and not yet released. - Custom fields on Business Central entities can be exposed from APIs and surfaced in apps like Outlook; Copilot Studio is needed to author these experiences. - The speaker cites research saying task switching costs about 4 hours per week, which adds up to about 5 weeks per year, roughly 9% of annual work time. ## Chapters - [0:00](https://www.youtube.com/watch?v=YL50nOTAPIY&t=0s) Introduction and Finance Function Evolution - [1:22](https://www.youtube.com/watch?v=YL50nOTAPIY&t=82s) Task Switching and Time Waste Challenge - [2:58](https://www.youtube.com/watch?v=YL50nOTAPIY&t=178s) Copilot for Finance Overview - [3:38](https://www.youtube.com/watch?v=YL50nOTAPIY&t=218s) Excel Integration and Collections Features - [4:39](https://www.youtube.com/watch?v=YL50nOTAPIY&t=279s) Outlook Integration for Collections Management - [5:36](https://www.youtube.com/watch?v=YL50nOTAPIY&t=336s) Roadmap and Extensibility - [6:33](https://www.youtube.com/watch?v=YL50nOTAPIY&t=393s) Summary and Call to Action ## Features Every feature below: status not stated. | Feature | At | |---|---| | Copilot for Finance | [0:06](https://www.youtube.com/watch?v=YL50nOTAPIY&t=6s) | | Copilot for Finance Outlook Integration | [4:39](https://www.youtube.com/watch?v=YL50nOTAPIY&t=279s) | | Copilot for Finance Excel Integration | [3:58](https://www.youtube.com/watch?v=YL50nOTAPIY&t=238s) | | Copilot for Finance Teams Integration | [5:36](https://www.youtube.com/watch?v=YL50nOTAPIY&t=336s) | | Copilot for Finance Extensibility | [6:12](https://www.youtube.com/watch?v=YL50nOTAPIY&t=372s) | ## AL objects mentioned As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named. - other "Copilot Studio" at [6:33](https://www.youtube.com/watch?v=YL50nOTAPIY&t=393s) ## Quotes - [0:06](https://www.youtube.com/watch?v=YL50nOTAPIY&t=6s) "co-pilot for finance is a new product in the Office 365 the Microsoft 365 Suite of applications it lives among what we call the" - [2:38](https://www.youtube.com/watch?v=YL50nOTAPIY&t=158s) "those 4 hours actually become 5 weeks per year that's about 9% of the annual work time that we spent switching task switching context" - [3:18](https://www.youtube.com/watch?v=YL50nOTAPIY&t=198s) "copilot for finance as I said before this is a new product that lives within the Microsoft 365 suite and really it empowers Finance" - [3:38](https://www.youtube.com/watch?v=YL50nOTAPIY&t=218s) "this is now natively integrated with business Central in Outlook first and foremost but stay tuned" - [3:58](https://www.youtube.com/watch?v=YL50nOTAPIY&t=238s) "there's also an integration uh well semi integration to excel as you know business Central has very cool integration to excel already" - [5:36](https://www.youtube.com/watch?v=YL50nOTAPIY&t=336s) "if you go to the road map right now and look at what's planned for copal the finance there are some really interesting things" - [6:12](https://www.youtube.com/watch?v=YL50nOTAPIY&t=372s) "the extensibility option basically what this means is that if you have custom fields on your entities in business Central you can surf those" ## Disclaimers in the video - [3:58](https://www.youtube.com/watch?v=YL50nOTAPIY&t=238s) coming-later: variance analysis as well soon interesting features will come - [5:19](https://www.youtube.com/watch?v=YL50nOTAPIY&t=319s) coming-later: there's a lot more to come here this is only the beginning - [5:36](https://www.youtube.com/watch?v=YL50nOTAPIY&t=336s) coming-later: the ability to manage your accounts receivables from within teams if you go to the road map right now and look at what's planned for copal the finance there are some really interesting things coming