Description
This Finance Use Case module enables learners to perform a series of practical exercises using Microsoft 365 Copilot to handle common financial-related business tasks. The focus is on using Copilot across Microsoft 365 apps (such as Excel, Teams, Outlook, PowerPoint, and Loop) to analyze data, summarize meetings, evaluate scenarios, and produce finance-oriented outputs.
Product
Microsoft 365 Copilot
Prerequisites
Basic functional experience with Microsoft 365 services (such as Outlook, Word, Excel, Teams, PowerPoint).
Level
Beginner
Duration
1 hour
Course objectives
- Analyze financial data in Excel using Copilot (e.g., analyze cost of goods sold (COGS) or revenue scenarios).
- Summarize meeting notes in Teams related to financial discussions.
- Use Copilot Chat to evaluate scenarios such as a potential acquisition.
- Model “what-if” scenarios in Excel with Copilot.
- Create financial presentations in PowerPoint that highlight key insights.
- Use Copilot in Outlook to draft professional finance-oriented communications (e.g., requesting feedback or summarizing financial insights).
- Integrate insights into Copilot in Loop to turn ideas into actionable content.
Who should attend - Business users involved in financial analysis, reporting, budgeting, forecasting, or finance-related communications
- Finance professionals who want to use AI to enhance productivity
- Teams looking to integrate AI tools into financial workflows
- Learners participating in the broader MS-4004 Copilot Use Cases training.
