Course Outline
Fundamentals of Microsoft 365 Copilot
- Snapshots of Copilot’s core features
- Seamless integration with Excel, Word, and Outlook
- Interpreting AI-generated outputs
Leveraging Copilot within Excel for Financial Insights
- Building robust financial models
- Streamlining data entry and computational tasks
- Summarizing and visually representing financial information
Crafting Reports and Projections with Copilot
- Producing balance sheets and profit & loss statements
- Developing automated variance analyses
- Generating financial forecasts based on past performance data
Optimizing Accounting Processes
- Automating the monitoring of invoices
- Accelerating account reconciliation efforts
- Minimizing manual errors in data management
Utilizing Copilot for Effective Communication and Teamwork
- Drafting concise executive summaries
- Preparing client reports and presentation materials
- Enhancing collaboration in Microsoft Teams with AI support
Advanced Techniques and Recommended Practices
- Refining prompts to achieve superior AI outcomes
- Maintaining data confidentiality and regulatory compliance
- Connecting Copilot with Power BI
Recap and Future Directions
Requirements
- Proficiency in using Microsoft Excel
- Background in financial analysis or accounting operations
- Basic understanding of standard business and financial vocabulary
Intended Audience
- Finance specialists
- Accounting professionals
- 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
