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Course Outline

Introduction to Microsoft 365 Copilot

  • Overview of Copilot’s core capabilities
  • Integration with Excel, Word, and Outlook
  • Understanding AI-generated outcomes

Using Copilot in Excel for Financial Analysis

  • Building financial models
  • Automating data entry and calculations
  • Summarizing and visualizing financial data

Reporting and Forecasting with Copilot

  • Generating balance sheets and income statements
  • Creating automated variance analysis reports
  • Producing financial forecasts based on historical data

Enhancing Accounting Workflows

  • Automating invoice tracking processes
  • Accelerating account reconciliation
  • Minimizing manual errors in data handling

Using Copilot for Communication and Collaboration

  • Crafting executive summaries
  • Drafting client reports and presentations
  • Collaborating effectively in Microsoft Teams with AI support

Advanced Tips and Best Practices

  • Refining AI prompts for superior results
  • Ensuring data privacy and regulatory compliance
  • Integrating Copilot with Power BI

Summary and Next Steps

Requirements

  • Practical experience working with Microsoft Excel
  • Background in financial analysis or accounting operations
  • Familiarity with fundamental business and financial terminology

Audience

  • Finance professionals
  • Accountants
  • Business analysts
 7 Hours

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Provisional Upcoming Courses (Require 5+ participants)

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