Empower your workforce with Microsoft 365 Copilot: Finance Use Case

Beginner
Administrator
Business Analyst
Business User
Data Analyst
Functional Consultant
Security Operations Analyst
Student
Microsoft 365
Office 365

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Finance-related business scenarios.

Learning objectives

By the end of this module, you should be able to:

  • Use Microsoft 365 Copilot in Outlook to draft an email to your insurance company that requests a meeting to discuss the increases in your company's medical insurance premiums.

  • Use Microsoft 365 Copilot in Excel to analyze a spreadsheet containing projected revenue and user engagements for your company's Q1 marketing campaigns, then add new calculations and charts to visualize the data.

  • Use Microsoft 365 Copilot in Word to create a marketing campaign report based on the financial results from your company's Q1 marketing campaigns.

  • Use Microsoft 365 Copilot in Word to summarize your company's financial statement results for the past five years, including trends, growth patterns, profitability analysis, and areas of concern.

Prerequisites

None