Summary

  • 1 minute

In this module, you used Microsoft Copilot to support connected finance workflows, from cost analysis and acquisition modeling to contract evaluation and stakeholder collaboration.

Across the exercises, you practiced how to:

  • Analyze financial information. Use Copilot in Excel to investigate product costs, identify cost drivers, and prepare management-ready insights.
  • Summarize reporting discussions. Use Copilot in Teams to extract decisions, actions, responsibilities, and milestones from simulated meeting notes.
  • Evaluate an acquisition. Use Copilot Chat to organize financial, operational, and integration findings about a potential acquisition.
  • Model financial scenarios. Use Copilot in Excel to test acquisition assumptions and visualize their effect on financial outcomes.
  • Assess contract risk. Use Copilot Chat to compare vendor contracts, identify risks, and develop negotiation points.
  • Communicate and coordinate recommendations. Use Copilot in PowerPoint, Loop, and Outlook to prepare an executive presentation, organize actions, and request stakeholder feedback.

The specific tasks might change, but the patterns you practiced can apply to many finance scenarios. Start with a clear goal, give Copilot the context and sources it needs, review the response, and refine your request when necessary. Verify important figures, formulas, assumptions, and source information before using Copilot output to guide a financial decision.

Continue exploring

Think about a finance workflow in your organization that requires information from several sources, repeated analysis, scenario modeling, or coordination across multiple stakeholders. Consider where Copilot could help you connect those activities or turn findings into a useful next step.

As you continue using Copilot, experiment with different prompts and approaches. Pay attention to what improves the response, where additional context helps, and when professional judgment or review from Finance, Legal, Procurement, or Compliance remains necessary.

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