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Course Outline
Introduction to Microsoft 365 Copilot
- Overview of Copilot’s capabilities
- Integration with Excel, Word, and Outlook
- Understanding AI-generated results
Using Copilot in Excel for Financial Analysis
- Creating 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
- Producing financial forecasts from historical data
Enhancing Accounting Workflows
- Automating invoice tracking
- Reconciling accounts faster
- Reducing manual errors in data handling
Using Copilot for Communication and Collaboration
- Creating executive summaries
- Drafting client reports and presentations
- Collaborating in Microsoft Teams with AI assistance
Advanced Tips and Best Practices
- Refining AI prompts for better results
- Ensuring data privacy and compliance
- Integrating Copilot with Power BI
Summary and Next Steps
Requirements
- Experience working with Microsoft Excel
- Experience in financial analysis or accounting processes
- Familiarity with basic business and financial terminology
Audience
- Finance professionals
- Accountants
- Business analysts
7 Hours
Testimonials (1)
I very much appreciated the way the trainer presented everything. I understood everything even if Finance is not my area, he made sure that every participant was on the same page, while keeping up with the time left. The exercises were placed at good intervals. Communication with the participants was always there. The material was perfect, not too much, not too little. He elaborated very well on a bit more complicated subjects so that it can be understood by everyone.
