Course Outline
Getting Started with Microsoft 365 Copilot
- A comprehensive look at Copilot’s core functionalities
- Seamless integration with Excel, Word, and Outlook
- Interpreting AI-generated outcomes effectively
Applying Copilot in Excel for Financial Analysis
- Building robust financial models
- Automating data input and complex calculations
- Condensing and visualizing financial metrics
Copilot-Driven Reporting and Forecasting
- Generating balance sheets and profit and loss statements
- Establishing automated variance tracking
- Deriving financial projections from past performance data
Optimizing Accounting Processes
- Streamlining invoice monitoring and management
- Accelerating account reconciliation efforts
- Minimizing manual errors in data processing
Leveraging Copilot for Enhanced Communication and Teamwork
- Drafting high-level executive summaries
- Preparing client-facing reports and presentation materials
- Facilitating collaboration in Microsoft Teams with AI support
Advanced Techniques and Industry Best Practices
- Fine-tuning AI prompts for optimal output
- Upholding data privacy standards and regulatory compliance
- Connecting Copilot with Power BI for deeper analytics
Key Takeaways and Future Actions
Requirements
- Practical experience utilizing Microsoft Excel
- Background in financial analysis or core accounting operations
- Knowledge of fundamental business and financial terminology
Target Audience
- Financial specialists
- Certified accountants
- Corporate 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
