Introduction

  • 1 minute

By using Microsoft 365 Copilot, Finance professionals can save time and effort, streamline their work, and make informed decisions based on data insights. This module equips Finance professionals with the skills and knowledge necessary to use Copilot’s AI-powered code completion tool to streamline your workflow and enhance your productivity. As a Finance professional, your ability to effectively use Microsoft 365 Copilot is crucial for:

  • Automating financial tasks: Copilot can help Finance professionals automate repetitive financial tasks. For example, it can help you with budgeting, forecasting, and even tax preparation.
  • Providing insights: Copilot can help Finance professionals gain insights into their financial data. For example, it can help you analyze financial statements, identify trends, and even predict future outcomes.
  • Improving productivity: Copilot can help Finance professionals save time by automating manual tasks. For example, it can help you with data entry, report generation, and even proofreading.
  • Collaboration: Copilot can help Finance professionals collaborate more effectively. For example, it can help you with project management, team communication, and even document sharing.

Microsoft 365 Copilot acts as an AI-powered writing assistant. It understands context, suggests phrases, and helps generate content, all of which can enhance the quality of your work. The exercises in this Use Case module are designed to help Finance professionals build the following skills:

  • Use Microsoft 365 Copilot in Outlook to create a new email to the company's insurance carrier to discuss the exorbitant increases in its medical insurance premiums.
  • Use Microsoft 365 Copilot in Excel to analyze a spreadsheet containing projected revenue for Q1 marketing campaigns and 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 company's Q1 marketing campaign spreadsheet.
  • Use Microsoft 365 Copilot in Word to summarize a company's financial results for the past five years.