Empower your workforce with Microsoft Copilot: Finance
Beginner
Administrator
Business Analyst
Business User
Data Analyst
Functional Consultant
Security Operations Analyst
Student
Microsoft 365
Office 365
Complete a series of exercises to build your Microsoft Copilot skills for common finance scenarios.
Learning objectives
By the end of this module, you should be able to:
- Analyze product costs and model acquisition scenarios with Copilot in Excel.
- Summarize financial reporting discussions and identify actions with Copilot in Teams.
- Analyze a potential acquisition and evaluate vendor contracts with Copilot Chat.
- Create an executive presentation from financial findings with Copilot in PowerPoint.
- Organize recommendations into collaborative actions with Copilot in Loop.
- Draft a stakeholder feedback request with Copilot in Outlook.
Prerequisites
Access to Microsoft Copilot and the Microsoft 365 apps used in the exercises.
Some tasks require a Microsoft 365 Copilot license. Copilot capabilities and availability depend on the licenses and admin settings configured for your organization.