Course Outline
Introduction to Microsoft 365 Copilot
- Overview of Copilot’s core capabilities
- Integration features across Excel, Word, and Outlook
- Interpreting AI-generated outputs
Applying Copilot in Excel for Financial Analysis
- Developing financial models
- Automating data entry and complex calculations
- Summarizing and visualizing financial metrics
Reporting and Forecasting with Copilot
- Generating balance sheets and income statements
- Creating automated variance analyses
- Producing financial forecasts based on historical data
Optimizing Accounting Workflows
- Automating invoice tracking processes
- Accelerating account reconciliation
- Minimizing manual errors in data management
Using Copilot for Communication and Collaboration
- Drafting executive summaries
- Creating client reports and presentations
- Collaborating effectively in Microsoft Teams with AI assistance
Advanced Tips and Best Practices
- Refining AI prompts for optimal results
- Maintaining data privacy and compliance standards
- Integrating Copilot with Power BI
Summary and Next Steps
Requirements
- Proficiency in using Microsoft Excel
- Background in financial analysis or accounting operations
- Knowledge of fundamental business and financial terminology
Target Audience
- Finance specialists
- Accountants
- Business analysts
Testimonials (7)
i already have some reports that i know, i will use some of the prompts that looked at today
Kelly Cotham
Course - Copilot for Finance and Accounting Professionals
Trainer was very knowledgeable and easy to speak to
Gareth Gird - Teleflex Medical Europe Ltd
Course - Copilot for Finance and Accounting Professionals
It was fairly interactive, quite well focused on our areas of interest. It gives a good base for further development in the area
Donal Carroll - Teleflex Medical Europe Ltd
Course - Copilot for Finance and Accounting Professionals
He was very didactic and very organized
Patricia Uyeta - Teleflex Medical Europe Ltd
Course - Copilot for Finance and Accounting Professionals
it went through language right up to automation and made me aware of what capabilities I have.
Declan Glennon - Teleflex Medical Europe Ltd
Course - Copilot for Finance and Accounting Professionals
Ability to use the copilot feature on my own license as the course material was progressing
- Teleflex Medical Europe Ltd
Course - Copilot for Finance and Accounting Professionals
Trainers can answer all questions and accept any queries
