Course Outline
Introduction to Microsoft 365 Copilot
- Overview of Copilot’s core capabilities.
- Integration with Excel, Word, and Outlook.
- Comprehending AI-generated outcomes.
Utilizing Copilot in Excel for Financial Analysis
- Developing financial models.
- Automating data entry and complex calculations.
- Summarizing and visualizing financial data.
Reporting and Forecasting with Copilot
- Generating balance sheets and income statements.
- Creating automated variance analysis.
- Deriving financial forecasts from historical data.
Optimizing Accounting Workflows
- Automating invoice tracking.
- Accelerating account reconciliation.
- Minimizing manual errors in data processing.
Leveraging Copilot for Communication and Collaboration
- Creating executive summaries.
- Drafting client reports and presentations.
- Collaborating in Microsoft Teams with AI support.
Advanced Techniques and Best Practices
- Refining AI prompts for optimal results.
- Ensuring data privacy and regulatory compliance.
- Integrating Copilot with Power BI.
Summary and Future Steps
Requirements
- Proficiency in working with Microsoft Excel.
- Background in financial analysis or accounting operations.
- Familiarity with standard business and financial terminology.
Target Audience
- Finance professionals.
- 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
