Copilot for Finance and Accounting Professionals Training Course

Course Summary

Module 1: Understanding AI and Its Impact

• High-Level Overview of AI 
• AI Ethics 

Module 2: Overview of Popular AI Tools

• Overview of Popular LLMs 
• Considerations when Choosing an LLM 

Module 3: Exploring Popular AI Tools

• Introduction to Copilot: 
• Introduction to Google AI Studio: 
• Introduction to ChatGPT 
• Getting Better Results from AI tools 

Module 4: Expanding Your AI Toolkit

• Exploring AI Tools on Mobile Devices 
• Exploring other free generative AI tools (time permitting)  

By the end of this training, participants will be able to:

By the end of this training, participants will be able to:

Microsoft 365 Copilot is an AI-powered assistant embedded into familiar Microsoft tools to enhance content creation, automate routine tasks, and provide smart insights.

This instructor-led, live training (online or onsite) is aimed at public sector employees with limited or no prior experience using AI tools who wish to use Microsoft 365 Copilot to enhance communication, streamline document work, and extract insights more efficiently from data and meetings.

By the end of this training, participants will be able to:

• Use Copilot in Word, Excel, and Outlook to draft, analyze, and improve communications.
• Automate repetitive documentation and summarization tasks across Microsoft 365 apps.
• Generate insights from meeting notes, spreadsheets, and written reports.
• Follow responsible use guidelines for Copilot in a public sector context.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Microsoft 365 Copilot in sample government scenarios.
• Guided exercises focused on communication, reporting, and meeting productivity.

Course Customization Options

• To request a customized training for this course based on your department's workflows or internal tools, please contact us to arrange.

Work faster with Microsoft Copilot Pro in 2024 | Word, PowerPoint, Excel, Teams, Outlook | Microsoft Copilot for Microsoft 365.

Copilot Studio is a platform for creating and integrating AI-driven copilots and assistants into business applications to augment workflows and automate user tasks.

This instructor-led, live training (online or onsite) is aimed at advanced-level technical professionals and automation leads who wish to integrate Copilot Studio into existing applications to execute SQL queries, automate recruitment workflows, and trigger Power Automate flows in real-world production-like scenarios.

By the end of this training, participants will be able to:

• Design and configure Copilot assistants that securely execute SQL queries against HR datasets.
• Implement conversational flows that automate recruitment and hiring tasks.
• Integrate Copilot Studio with Power Automate to trigger and orchestrate automated flows.
• Apply security, data governance, and compliance best practices when exposing data to AI assistants.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs with Copilot Studio, SQL and Power Automate integrations.
• Workshops for building, testing, and securing production-ready copilots.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Description:

This one-day course is composed of two parts - Getting started with Microsoft 365 Copilot and Empower your workforce with Microsoft 365 Copilot Use Cases. 

Getting started with Microsoft 365 Copilot 

The first part of the course, introduces you to Copilot for Microsoft 365, examines how you can use Copilot throughout the various Microsoft 365 apps, explores best practices for using Copilot and building effective prompts, and examines how you can extend Copilot. 

Empower your workforce with Microsoft 365 Copilot Use Cases 

The second part of this training content is really the heart of this course. Students perform a series of hands-on exercises involving seven Use Cases - Executives, Sales, Marketing, Finance, IT, HR, and Operations. These exercises focus on using Copilot in various Microsoft 365 apps (such as Word, PowerPoint, Outlook, and so on) to complete a series of common business-related tasks pertaining to each Use Case.

Course Summary

Module 1: Get started with Microsoft 365 Copilot

• Introduction to Microsoft 365 Copilot
• Explore the possibilities with Microsoft 365 Copilot
• Optimize and extend Microsoft 365 Copilot

Module 2: Module 2: Craft effective prompts for Microsoft 365 Copilot

• Summarize and simplify information with Microsoft 365 Copilot
• Create and draft with Microsoft 365 Copilot
• Edit and transform content with Microsoft 365 Copilot
• Ask questions and analyse content with Microsoft 365 Copilot

By the end of this training, participants will be able to:

Microsoft 365 Copilot integrates AI into popular Office tools to boost productivity through smart suggestions, content generation, task automation, and advanced data analysis. It enables professionals to work more efficiently without needing advanced technical skills.

This instructor-led, live training (online or onsite) is aimed at beginner-level administrative professionals who wish to learn how to effectively use Microsoft 365 Copilot in their daily workflows.

By the end of this training, participants will be able to:

• Understand what Microsoft 365 Copilot is and how it works across Office apps.
• Use Copilot in Word to draft, summarize, and format documents.
• Apply Copilot in Excel to analyze data, generate formulas, and create reports.
• Use Copilot in Outlook to manage email communication and create meeting summaries.
• Collaborate using Copilot in Teams to streamline meetings and task follow-ups.

Format of the Course

• Interactive lecture and discussion
• Real-world exercises and examples
• Hands-on practice in Microsoft 365 applications

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Microsoft 365 Copilot Chat is an AI-powered assistant integrated into Microsoft 365 applications to help users write, summarize, analyze, and automate tasks more effectively.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level business professionals who wish to use Copilot Chat across Word, Excel, PowerPoint, and Outlook to improve daily productivity and communication.

By the end of this training, participants will be able to:

• Use Copilot Chat to generate content and insights in Word, Excel, PowerPoint, and Outlook.
• Create and refine prompts for more accurate and useful AI responses.
• Automate routine tasks using basic scripting and integration techniques.
• Apply best practices for security, ethics, and accuracy in generative AI usage.

Format of the Course

• Interactive lecture and discussion.
• Lots of hands-on practice in Microsoft 365.
• Real-world use cases and guided labs.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Microsoft 365 Copilot is an AI-powered assistant integrated into Microsoft Office apps to help users draft, analyze, summarize, visualize, and communicate more efficiently.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals who wish to leverage Microsoft 365 Copilot features across core applications to increase productivity and improve workflows.

By the end of this training, participants will be able to:

• Use Copilot in Word to draft, summarize, and rewrite documents.
• Analyze, visualize, and automate data tasks using Copilot in Excel.
• Create AI-assisted PowerPoint presentations from outlines or documents.
• Enhance email management and communication with Copilot in Outlook.
• Streamline collaboration, meeting follow-ups, and task tracking in Teams using Copilot.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Uzbekistan (online or onsite) is aimed at intermediate-level supervisors and programming officers who wish to expand their knowledge in administering SharePoint and effectively utilizing Microsoft 365 Copilot.

By the end of this training, participants will be able to:

• Understand the fundamentals of SharePoint architecture and administration.
• Configure and manage SharePoint sites and user permissions.
• Implement security and compliance measures within SharePoint.
• Integrate and manage Microsoft 365 Copilot features to enhance organizational productivity.
• Apply best practices for data governance and content management.