Summary
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 examined some of the skills and knowledge necessary to use Copilot in various Microsoft 365 apps to streamline your workflow and enhance your productivity.
As a Finance professional, your ability to effectively use Microsoft 365 Copilot is crucial for helping you with budgeting, forecasting, and even tax preparation. You can use Copilot to help you analyze financial statements, identify trends, and even predict future outcomes. Copilot can improve your productivity by helping you with data entry, report generation, and even proofreading. It can also help you build your collaboration skills through project management, team communication, and even document sharing.
The exercises in this module guided you in using Microsoft 365 Copilot in Outlook, Excel, and Word. You used Copilot in the following scenarios:
- Creating a new email to the company's insurance carrier to discuss the exorbitant increases in its medical insurance premiums.
- Analyzing a spreadsheet containing projected revenue for Q1 marketing campaigns and then adding new calculations and charts to visualize the data.
- Creating a marketing campaign report based on the company's Q1 marketing campaign spreadsheet.
- Summarizing a company's financial results for the past five years.