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 Duration 7 hours

Course Outline

Getting Started with Microsoft 365 Copilot

  • Understanding the full scope of Copilot’s features
  • Working within Excel, Word, and Outlook environments
  • Interpreting AI-generated outputs

Applying Copilot in Excel for Financial Analysis

  • Building financial models
  • Automating data input and computational tasks
  • Consolidating and visualizing financial information

Generating Reports and Forecasts with Copilot

  • Producing balance sheets and income statements
  • Developing automated variance analyses
  • Creating financial forecasts based on historical records

Optimizing Accounting Processes

  • Streamlining invoice monitoring
  • Accelerating account reconciliation
  • Minimizing manual errors in data management

Utilizing Copilot for Communication and Teamwork

  • Drafting executive summaries
  • Preparing client reports and presentations
  • Enhancing collaboration in Microsoft Teams with AI support

Expert Advice and Best Practices

  • Crafting effective AI prompts for optimal outcomes
  • Maintaining data privacy and regulatory compliance
  • Connecting Copilot with Power BI

Wrap-up and Future Actions

Requirements

  • Practical experience with Microsoft Excel
  • Background in financial analysis or accounting procedures
  • Knowledge of fundamental business and financial terminology

Target Audience

  • Finance specialists
  • Accountants
  • Business analysts

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