Course Outline
\r\n Introduction to Microsoft 365 Copilot\r\n
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- \r\n Overview of Copilot’s core capabilities\r\n \r\n
- \r\n Integration across Excel, Word, and Outlook\r\n \r\n
- \r\n Interpreting AI-generated outcomes\r\n \r\n
\r\n Applying Copilot in Excel for Financial Analysis\r\n
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- \r\n Building financial models\r\n \r\n
- \r\n Automating data entry and complex calculations\r\n \r\n
- \r\n Condensing and visualizing financial information\r\n \r\n
\r\n Reporting and Forecasting with Copilot\r\n
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- \r\n Generating balance sheets and income statements\r\n \r\n
- \r\n Developing automated variance analysis\r\n \r\n
- \r\n Creating financial forecasts based on historical data\r\n \r\n
\r\n Optimizing Accounting Workflows\r\n
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- \r\n Automating invoice monitoring\r\n \r\n
- \r\n Accelerating account reconciliation processes\r\n \r\n
- \r\n Minimizing manual errors in data management\r\n \r\n
\r\n Leveraging Copilot for Communication and Collaboration\r\n
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- \r\n Drafting executive summaries\r\n \r\n
- \r\n Composing client reports and presentations\r\n \r\n
- \r\n Enhancing collaboration in Microsoft Teams with AI support\r\n \r\n
\r\n Advanced Techniques and Best Practices\r\n
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- \r\n Optimizing AI prompts for superior outcomes\r\n \r\n
- \r\n Safeguarding data privacy and ensuring compliance\r\n \r\n
- \r\n Connecting Copilot with Power BI\r\n \r\n
\r\n Recap and Future Directions\r\n
Requirements
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- \r\n Proficiency in working with Microsoft Excel\r\n \r\n
- \r\n Background in financial analysis or accounting procedures\r\n \r\n
- \r\n Understanding of fundamental business and financial terminology\r\n \r\n
\r\n Target Audience\r\n
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- \r\n Finance professionals\r\n \r\n
- \r\n Accountants\r\n \r\n
- \r\n Business analysts\r\n \r\n
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
