Microsoft 365 Copilot for Finance

Microsoft 365 Copilot Course for Financial Professionals

This course is taught online and consists of 10 units.   

The course duration is 80 hours which are distributed between content and collaboration tools. Upon completion, students will receive an accreditation diploma.    

The training is carried out through our Virtual Campus, with this modality you will have all the didactic content on the course platform and it will be accessible, from the start date of the course, 24 hours a day, every day of the week. Students will also have participation forums, as well as continuous tutoring.

The course fee applies to the e-learning modality (100% bonus option). Face-to-face and telepresence training actions can be carried out on demand.

• Platform access: 8 weeks
• Individualized support

Introduction

Welcome to the Microsoft 365 Copilot for Financial Professionals course. This innovative program is designed to empower financial professionals in the age of artificial intelligence, teaching them how to use the Microsoft 365 Copilot tool to optimize their daily work. Throughout several practical and illustrative modules, we will explore how Copilot can simplify communication, enhance content creation, and maximize productivity in financial data management.

This course is a unique opportunity for financial and related professionals, regardless of their previous AI experience, to immerse themselves in the world of advanced technology and learn how to use it to improve their financial processes and analysis. Prepare to transform the way you work with financial data using Microsoft 365 Copilot's artificial intelligence!

Expected ROI: According to a study among 1,000 users, the ROI for financial professionals and executives who take this course is 468%.

Aimed at

The Microsoft 365 Copilot for Financial Professionals course is specifically aimed at finance professionals, financial directors, CEOs, and other professionals who work with financial data. It is designed to teach them how this tool can simplify communication and improve content creation, especially in the context of financial data analysis and management. The modules cover everything from a basic introduction to optimizing and extending the use of Copilot in the Microsoft 365 environment, focusing on improving productivity and efficiency in financial tasks. Furthermore, the course is accessible to all professionals, with no prior experience in artificial intelligence required.

Microsoft 365 Copilot Course Content for Financial Professionals

Module 1: What is Microsoft 365 Copilot?

• Overview of Microsoft 365 Copilot: the Copilot system
• Employee aptitude and the paradigm of working with AI
• The advantages of AI for every job position
• Prompts and natural language.
• Where is Copilot applied?

Module 2: Copilot in Outlook

• Prioritizing the most important emails with Copilot
• How to resume communication threads in long emails
• Responding to emails with data from Excel or other sources.
• Changing styles and creating summaries for email drafting.
• Optimizing message content with Copilot

Module 3: Copilot in Word

• Creating documents based on other information.
• Generating drafts with key data related to the document to be created or edited
• Customizing documents according to templates or styles with natural language.
• Creating document summaries and using suggestions.
• Automatically creating questions and answers about documents.

Module 4: Copilot in Excel

• Data analysis and trend extraction with AI
• Deep diving into trends
• How to use natural language in Excel to generate data
• Using Copilot to create highlighted charts based on natural language queries
• Creating new models
• Drawing quick conclusions from data

Module 5: Copilot in PowerPoint

• Transferring an email or a Word document to PowerPoint
• Creating documents from a PowerPoint
• Creating presentations from a base file
• Animating slides
• Generating speaker notes
• Using AI with Dall-e to optimize images and graphics with slides

Module 6: Copilot in Microsoft Teams

• How to increase productivity in Teams with AI
• Managing meeting resumes.
• How to analyze unresolved questions and key meeting takeaways
• Creating new proposals and integrated management with other applications.
• How to track meetings and summarize actions
• Managing tasks established in meetings.
• How to improve understanding of discussed topics by clarifying issues
• How to save time with meeting management using Teams Copilot

Module 7: Copilot in OneNote

• Note resume management.
• How to identify unanswered questions in notes and group them in a centralized location
• Creating work plans.
• Creating lists
• Creating tasks based on existing notes
• Generating creative ideas based on AI with OneNote and my notes
• How to remember the information the employee needs
• Visual management of notes with relevant images.

Module 8: Microsoft 365 Management for Executives

• Case studies of organizations that have successfully used Microsoft 365 Copilot
• Practical examples of how to make the most of Microsoft 365 Copilot features
• The profitability of using Microsoft 365 Copilot in organizations
• The ROI of using Microsoft 365 Copilot by roles: Executives, Sales, Finance, Marketing, HR, Operations, and IT

Module 9: How to use Microsoft 365 Copilot as an Executive

• Find relevant company information.
  
• Review business results.
• Summarize key business trends.
• Improve presentations and their content.
• Design more convincing speeches
• Follow topics more agilely
• Summarize meetings with generative AI
• Analyze main topics and make more productive decisions
• Summarize email threads and design impactful message bodies
• Automate daily routines
• Generate reports quickly and analyze data.
• Stay constantly updated by managing important messages
• How to delegate tasks with Microsoft 365 Copilot and manage their follow-up
• Manage workloads more efficiently with Microsoft 365 Copilot
• How to eliminate repetitive work with Microsoft Copilot and focus on strategic work
• Practical examples of how to make the most of Microsoft 365 Copilot features

Module 10: Microsoft 365 for Finance

• Summarizing financial information with Microsoft 365 Copilot
• Discovering financial information with AI and verifying revenue proposals
• Refine the analysis of proposals based on client negotiations with Microsoft Copilot 365
• Answer invoice questions quickly
• Simplify financial reporting
• Draw quick conclusions
• Identify performance improvements
• Track financial conversations

Unit 11: Financial tasks with Microsoft 365 Copilot

• Draft an email to your insurance company using Copilot in Outlook
• Analyze a financial spreadsheet using Copilot in Excel
• Create a financial analysis report with Copilot in Word
• Summarize financial results using Copilot in Word
• Create pivot tables with Copilot
• Create charts and visuals with Copilot Excel
• Create and edit tables by inserting columns
• Edit, manage, and format tables
• Conclusions

Prerequisites

Knowledge of the main Microsoft 365 applications. 

Other training modalities

Important*

* The rate for the subsidized course plus an annual Microsoft 365 Copilot license is for users who already have an active Microsoft 365 E3 or E5 license.

Available languages

• Spanish
• English