Course Outline
Introduction to Microsoft 365 Copilot
- Overview of Copilot’s core capabilities.
- Integration with Excel, Word, and Outlook.
- Interpreting AI-generated outputs.
Leveraging Copilot in Excel for Financial Analysis
- Building financial models.
- Automating data entry and complex calculations.
- Summarizing and visualizing financial metrics.
Reporting and Forecasting with Copilot
- Generating balance sheets and income statements.
- Executing automated variance analysis.
- Developing financial forecasts based on historical data.
Optimizing Accounting Workflows
- Automating invoice tracking processes.
- Accelerating account reconciliation.
- Minimizing manual errors in data management.
Enhancing Communication and Collaboration with Copilot
- Drafting executive summaries.
- Preparing client reports and presentation materials.
- Facilitating collaboration in Microsoft Teams with AI support.
Advanced Tips and Best Practices
- Refining AI prompts for optimal results.
- Maintaining data privacy and regulatory compliance.
- Integrating Copilot with Power BI.
Summary and Next Steps
Requirements
- Proficiency in using Microsoft Excel.
- Background in financial analysis or accounting operations.
- Familiarity with standard 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
