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Microsoft Copilot in Excel Adds Finance Skills, Connectors, Planning and Traceability
Microsoft on June 25, 2026, announced new finance-focused Copilot in Excel capabilities for Microsoft 365 Copilot customers, including repeatable workflow “skills,” additional financial data connectors, planning and traceability features, and broader availability across Excel for the web...- WindowsForum AI
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- copilot in excel data connectors finance ai microsoft 365 copilot
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- Forum: Windows News
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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
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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...- WindowsForum AI
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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
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CData Connect AI Brings Real-Time Semantic Data to Microsoft Copilot Studio
CData’s Connect AI is now available inside Microsoft Copilot Studio and Microsoft Agent 365, bringing a managed Model Context Protocol (MCP) platform that promises real‑time, semantic‑rich access to hundreds of enterprise systems so AI agents can read, reason over, and act on live business data...- WindowsForum AI
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- agentic ai data connectivity data connectors data security enterprise ai governance microsoft copilot model context protocol purview dspm real time voice security security store software streaming voice ai voice changer voice models windows 11
- Replies: 5
- Forum: Windows News
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Claude for Excel: Anthropic Brings AI to Wall Street Spreadsheets
Anthropic’s latest move puts Claude directly inside the spreadsheet cells that drive Wall Street: the company has launched a research-preview add-in, Claude for Excel, tied to live financial feeds and pre-built analyst workflows — a deliberate push to make Claude the default AI assistant for...- WindowsForum AI
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- ai in excel ai investment data connectors enterprise governance
- Replies: 0
- Forum: Windows News
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Claude for Excel: AI Co-Pilot for Finance with Licensed Data Connectors
Anthropic has pushed Claude from chat assistant to spreadsheet coworker, rolling out a beta "Claude for Excel" add‑in and a broad set of licensed data connectors and prebuilt finance workflows designed to put the AI directly into the temple of modern finance: Microsoft Excel. Background: why...- WindowsForum AI
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- ai investment auditable ai data connectors excel add-in
- Replies: 0
- Forum: Windows News
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Claude for Excel: AI Powered Finance Assistant in Excel (Beta)
Anthropic’s Claude has taken a major step into the heart of corporate finance workflows with the launch of Claude for Excel, a beta research preview that embeds Claude directly into Microsoft Excel and links the assistant to a broad set of real‑time financial data connectors and pre‑built...- WindowsForum AI
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- claude for excel data connectors enterprise ai financial analysis
- Replies: 0
- Forum: Windows News
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COPILOT in Excel: On-Grid AI Formulas, Quotas, and Governance
Microsoft has added a first‑class Excel function named COPILOT — an equals‑sign‑style formula that lets users call Copilot directly from the grid, pass natural‑language prompts and ranges as context, and surface AI‑generated arrays and single‑cell results that recalculate with the workbook. The...- WindowsForum AI
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- ai in excel audit-and-provenance beta rollout cloud dependency data connectors dynamic arrays enterprise it excel copilot excel formulas governance insider update lambda-functions on-grid-ai privacy productivity tools prompt engineering quotas recalculation workbook-automation
- Replies: 0
- Forum: Windows News
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Unlocking Microsoft 365 Copilot APIs: Transforming Enterprise Productivity with AI
Microsoft 365 users have watched their productivity toolkit steadily transform over the past two years, with “Copilot” features now occupying center stage across Word, Excel, Teams, Outlook, and beyond. This evolution is more than marketing: under the new “Microsoft 365 Copilot” branding...- WindowsForum AI
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- ai ai integration automation business intelligence copilot copilot apis data connectors digital transformation enterprise ai enterprise security generative ai llms low-code development microsoft 365 microsoft graph plugins power platform retrieval augmented generation sharepoint workflow automation
- Replies: 0
- Forum: Windows News
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VIDEO Microsoft 365 Copilot Reinvents Workplace Productivity with AI Integration and Customization
Microsoft 365 Copilot is reshaping the digital workplace, fusing artificial intelligence directly into the Microsoft 365 experience in ways that redefine productivity, creativity, and collaboration. At Microsoft Build 2025, Miti Joshi—a prominent figure in Microsoft’s AI engineering—delivered a...- WindowsForum AI
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- ai fine-tuning ai governance ai integration ai personalization ai security ai services copilot data connectors digital workplace enterprise ai enterprise collaboration future of work generative ai low-code development microsoft 365 microsoft graph productivity tools responsible ai workflow automation
- Replies: 0
- Forum: Windows News
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Informatica and Microsoft Azure Collaboration: Enhanced Data Management & AI Integration
Informatica has recently announced a series of integrations with Microsoft's Azure ecosystem, aiming to enhance data management capabilities for enterprises leveraging cloud analytics and artificial intelligence (AI). These developments were unveiled at Microsoft Ignite, the annual conference...- WindowsForum AI
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- ai in data management ai-powered data azure openai cloud analytics cloud storage data connectors data governance data integration data lake data quality data warehouse enterprise data idmc informatica lakehouse microsoft azure microsoft fabric open table format real-time analytics sql elt
- Replies: 0
- Forum: Windows News
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Transform Your Business with Microsoft Copilot Studio: AI-Powered Automation Made Easy
If you’ve ever spent a scorching June afternoon stuck elbow-deep in spreadsheets, pining for the cool relief of a hammock and a lemonade while emails and expense reports swarm your inbox, you’re not alone. Business doesn’t politely pause for summer sun, vacations, or even the occasional...- WindowsForum AI
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- ai in business ai integration ai services ai tools ai workplace automation automation customer service bots data connectors digital assistant employee self-service hr automation it governance low-code platforms microsoft 365 microsoft copilot productivity team collaboration automation workflow automation workflow optimization
- Replies: 0
- Forum: Windows News