Description
This Finance Use Case session is part of the broader Empower your workforce with Microsoft 365 Copilot Use Cases (MS-4004) training. It focuses on applying Microsoft 365 Copilot to real-world finance scenarios, guiding learners through hands-on exercises that demonstrate how AI can enhance financial analysis, reporting, communication, and decision-making using common Microsoft 365 tools like Excel, Outlook, Word, Teams, PowerPoint, Copilot Chat and Loop.
Product
Microsoft 365 Copilot
Prerequisites
- Basic familiarity with Microsoft 365 applications (Excel, Outlook, Word, PowerPoint, Teams).
- Access to a Microsoft 365 subscription licensed for Copilot
- A Microsoft OneDrive account for file sharing used in the exercises.
- No formal prerequisites are required beyond these.
Level
Beginner
Duration
1 hour
Course objectives
- Use Copilot in Excel to analyze financial data (e.g., cost of goods sold, revenue scenarios) and visualize insights.
- Summarize meeting notes from Teams using Copilot to extract key action items or outcomes.
- Analyze scenarios with Copilot Chat, such as evaluating acquisitions or vendor-related contract elements.
- Generate executive-ready presentations and reports using Copilot in PowerPoint and Word based on financial analysis results.
- Draft finance-related communications (e.g., an Outlook email requesting a meeting about insurance costs).
- Integrate insights into actionable content using Copilot in Loop and other apps.
Who should attend
- Finance professionals and business analysts
- Finance team members involved in reporting, analysis, budgeting, and planning
- Microsoft 365 business users who want to apply AI to financial workflows
- Anyone interested in upskilling on AI-driven productivity tools within finance contexts.
