Microsoft 365 Copilot for Finance Managers

Microsoft Copilot is a powerful AI assistant that helps you create, analyze, and communicate documents with ease. Copilot can help you with a variety of tasks, such as writing job descriptions, comparing resumes, creating interview questions, and drafting offer letters. In this training program, you'll learn how to use Copilot in Word, Loop, and Outlook to streamline the hiring process and find the best candidates for your organization.

Goals

• Use Copilot in Word to create a job description based on a Finance responsibilities document.
• Use Copilot in Word to analyze multiple resumes for a job, create a report comparing each candidate's strengths and weaknesses, and make a final recommendation.
• Use Copilot in Loop to create a set of interview questions for a new job.
• Use Copilot in Outlook to write an email offer letter to a candidate for a new position.

CEOs, executives, managers, department heads, and professionals with management skills in the area of ​​Finance.

This training program is aimed at finance professionals who want to leverage the power of artificial intelligence to improve their efficiency and quality in contracting. No prior experience with Copilot is required, but basic familiarity with Microsoft 365 applications is required.

This training program consists of 10 units , each with a practical exercise and a knowledge check.

Unit 1: What is Microsoft 365 Copilot?

• Microsoft 365 Copilot Overview: The Copilot System
• Employee aptitude and the paradigm of how we work with AI
• The advantages of AI for every job
• Notices and natural language.
• Where is Copilot applied?

Unit 2: Copilot in Outlook

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

Unit 3: Copilot in Word

• Creating documents based on other information.
• Generation of drafts with the main data referring to the document to be created or edited
• Personalization of documents according to templates or styles using natural language.
• Create summaries of documents and use suggestions.
• Automatic creation of questions and answers about documents.

Unit 4: Copilot in Excel

• Data analysis and trending with AI
• Dig deeper into trends
• How to use natural language in Excel to generate data
• Using Copilot to create highlighted charts based on natural language queries
• Creation of new models
• Drawing quick conclusions from data

Unit 5: Copilot in PowerPoint

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

Unit 6: Copilot in Microsoft Teams

• How to Boost Teams Productivity with AI
• Managing meeting resumes.
• How to analyze the unresolved questions and key findings of the meeting
• Creation of new proposals and integrated management with other applications.
• How to follow up on meetings and action summaries
• The management of tasks that are established in meetings.
• How to improve understanding of the topics covered by clarifying issues
• How to save time managing meetings with Teams Copilot

Unit 7: The Copilot in OneNote

• Managing grade resumes.
• How to identify unanswered questions in your notes and group them in one central place
• Creation of work plans.
• Creating lists
• Creating tasks based on notes made
• 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.

Unit 8: Managing Microsoft 365 for Executives

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

Unit 9: How to use Microsoft 365 Copilot by a manager

• Find relevant information about the company.
• Review of business results.
• Summarize the main business trends.
• Improve presentations and their content.
• Design more convincing speeches
• Follow topics more quickly
• Summarize meetings with generative AI
• Analyze key issues and make more productive decisions
• Summarize email threads and design impactful message bodies
• Automate daily routines
• Quickly generate reports 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 effectively with Microsoft 365 Copilot
• How to eliminate repetitive work with Microsoft Copilot and focus on strategic work
• Practical examples of how to get the most out of Microsoft 365 Copilot features

Unit 10: Microsoft Copilot for Finance

• Introduction to Microsoft Copilot for Finance

• Comparison with other Microsoft financial tools

• Automated data reconciliation

• Variance analysis and forecast improvement

• Communication with clients and invoice management

• Comparison with Business Central

• Copilot for Finance Demo in Outlook

• Copilot for Finance Demo in Excel

• Conclusion and support
  

Unit 11: Financial Tasks with Microsoft 365 Copilot

• Compose 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
• Creating pivot tables with Copilot
• Creating charts and visuals with Copilot Excel
• Creating and editing tables by inserting columns
• Editing, managing and formatting tables
• Conclusions

To complete this training program, you will need:

• A Microsoft 365 account with access to Copilot, Word, Loop, and Outlook.
• A device with an internet connection and a web browser.
• Some sample finance documents, such as accountability statements, resumes, and offer letters. You can use the ones provided in the exercises or create your own.

If you are interested in taking this course online or in person, please contact us: email: info@nanforiberica.com , Telephone: +34 91 031 66 78, WhatsApp: +34 685 60 05 91

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