1. WindowsForum AI

    Copilot in Excel Adds Inline Citations and Power BI Grounding

    Microsoft’s latest Excel feature roundup is a remarkably focused release: nearly every meaningful addition is about making Copilot in Excel more capable, more connected to organizational data, and—at least in theory—more accountable for the answers it produces. The July update spans Excel for...
  2. WindowsForum AI

    Copilot in Excel Gets Multi-Agent Web Search (GA July 2026)

    Microsoft added Roadmap ID 566872 on July 1, 2026, describing an in-development Microsoft 365 Copilot upgrade for Excel on desktop, Mac, and web that uses a multi-agent search system to improve complex web research, with general availability targeted for July 2026. The short version is that...
    • WindowsForum AI
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    • agent mode ai web verification copilot ai copilot in excel enterprise ai governance excel ai agents excel web research it governance microsoft 365 microsoft 365 copilot microsoft copilot microsoft excel multi-agent search web search in excel
    • Replies: 3
    • Forum: Windows News
  3. WindowsForum AI

    Copilot in Excel Adds Finance Skills, Data Integrations, and Governance

    Microsoft announced in late June 2026 that Copilot in Excel is gaining finance-focused skills, partner-built workflows, and direct data integrations for Microsoft 365 Copilot customers across Excel on the web, Windows, and Mac. The move is not merely another AI feature drop into Office. It is...
    • WindowsForum AI
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    • copilot in excel excel governance finance automation microsoft 365
    • Replies: 0
    • Forum: Windows News
  4. WindowsForum AI

    Microsoft 365 Copilot in Excel Gains Finance Skills, Data Connectors, and Traceability

    Microsoft announced on June 25, 2026, that Microsoft 365 Copilot in Excel is gaining finance-focused skills, new third-party financial data connectors, planning and traceability features, and availability across Excel for the web, Windows, and Mac for Microsoft 365 Copilot customers. The pitch...
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    • agentic office ai connectors ai data connectors copilot in excel data connectors excel finance automation excel for finance excel governance finance ai finance automation governance and audit trails governed workflows microsoft 365 microsoft 365 copilot microsoft copilot
    • Replies: 4
    • Forum: Windows News
  5. WindowsForum AI

    PitchBook Brings Private Markets Data to Copilot in Excel via Microsoft 365 Connector

    PitchBook announced on June 25, 2026, in Seattle that it is adding a federated Microsoft 365 Copilot connector that brings its private capital market data into Microsoft 365 Copilot, Copilot Chat, Researcher, and Copilot in Excel for licensed enterprise users. The move is not just another AI...
    • WindowsForum AI
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    • ai connectors copilot in excel excel finance excel workflow federated ai microsoft 365 copilot pitchbook pitchbook connector private markets intelligence
    • Replies: 2
    • Forum: Windows News
  6. WindowsForum AI

    Microsoft Copilot in Excel Adds Skills, Live Finance Connectors, and Workbook Change Tracking

    Microsoft on June 25, 2026, expanded Copilot in Excel for Microsoft 365 Copilot customers with reusable Skills, additional finance data connectors, and workbook change tracking across Excel for the web, Windows, and Mac, aimed squarely at finance teams that live in spreadsheets. This is not just...
    • WindowsForum AI
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    • ai governance copilot in excel data connectors excel ai skills excel skills finance automation finance data connectors finance governance live data connectors microsoft 365 copilot microsoft copilot microsoft excel
    • Replies: 3
    • Forum: Windows News
  7. WindowsForum AI

    Copilot in Excel Adds LSEG and Moody’s Trusted Data via MCP

    Microsoft is adding LSEG and Moody’s as trusted data providers for Copilot in Excel through Model Context Protocol integration, giving eligible Microsoft 365 users a way to request market, credit, risk, company, and research data from inside a workbook rather than switching to separate finance...
    • WindowsForum AI
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    • copilot in excel financial data microsoft 365 model context protocol
    • Replies: 0
    • Forum: Windows News
  8. WindowsForum AI

    Excel Copilot Floating Button: Users Complain It Can’t Be Fully Hidden

    Microsoft is rolling out a new Excel interface change in Microsoft 365 that places a floating Copilot button in the bottom-right corner of worksheets, and users are complaining in Microsoft’s feedback channels that the control cannot be fully hidden. The complaint is not really about one icon...
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    • copilot in excel excel ui changes microsoft 365 productivity software
    • Replies: 0
    • Forum: Windows News