Course Outline
Foundations of Microsoft 365 Copilot
- An overview of Copilot’s core capabilities
- Integration workflows with Excel, Word, and Outlook
- Interpreting AI-generated outcomes
Leveraging Copilot in Excel for Financial Analysis
- Building financial models
- Automating data entry and complex calculations
- Condensing and visualizing financial information
Advanced Reporting and Forecasting with Copilot
- Drafting balance sheets and income statements
- Implementing automated variance analysis
- Deriving financial forecasts from historical records
Optimizing Accounting Workflows
- Automating invoice monitoring
- Accelerating the account reconciliation process
- Minimizing manual errors in data management
Utilizing Copilot for Communication and Collaboration
- Crafting executive summaries
- Preparing client reports and presentations
- Collaborating effectively in Microsoft Teams with AI support
Expert Tips and Best Practices
- Optimizing AI prompts for superior results
- Safeguarding data privacy and regulatory compliance
- Integrating Copilot with Power BI
Recap and Future Steps
Requirements
- Proficiency in working with Microsoft Excel
- Background in financial analysis or accounting procedures
- Working 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
