Microsoft 365 Copilot for Finance Managers

Course Description: Microsoft 365 Copilot for Finance Managers

A training program for Finance professionals. Our Microsoft 365 Copilot course for managers offers all the knowledge necessary to improve the use of the platform in the company . This course, taught by experts, will help you manage and improve decision making.

Get a 1065% ROI rate and get the most out of this working tool by taking this course!

This course is taught online and consists of 10 units.

The duration of the course is 70 hours , which is distributed between content and collaboration tools. Upon completion, the student will receive an accrediting 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 day of the course, 24 hours a day, every day of the week. The student will also have participation forums, as well as continuous tutoring.

The course fee applies to the tele-training modality (100% subsidized option). In-person and tele-in-person training actions can be carried out on demand.


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 writing offer letters. In this training program, you will learn how to use Copilot in Word, Loop, and Outlook to streamline the hiring process and find the best candidates for your organization.


  • 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 that compares the strengths and weaknesses of each candidate, 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 job.

Addressed to

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

This training program is aimed at Finance professionals who want to take advantage of 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.

Course contents

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 AI ​​work paradigm
  • The advantages of AI for every job
  • Notices and natural language.
  • Where does Copilot apply?

Unit 2: Copilot in Outlook

  • Prioritizing the most important emails with Copilot
  • How to resume communication threads in long emails
  • Reply to emails with data from Excel or other sources.
  • Change of styles and creation of summaries for writing the email.
  • Optimizing message content with Copilot

Unit 3: Copilot in Word

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

Unit 4: Copilot in Excel

  • Data analysis and trending with AI
  • Delve 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
  • Making quick conclusions about data

Unit 5: Copilot in Power Point

  • Move an email or Word document to PowerPoint
  • Creating documents from PowerPoint
  • Creating presentations from a base file
  • Slide animation
  • Speaker Note Generation
  • Using AI with Dall-e to optimize images and slide graphics

Unit 6: Copilot in Microsoft Teams

  • How to increase productivity in Teams with AI
  • Managing meeting resumes.
  • How to analyze unresolved questions and key takeaways from the meeting
  • Creation of new proposals and integrated management with other applications.
  • How to track meetings and summaries of actions
  • The management of tasks 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

  • The management of resumes of notes.
  • How to identify unanswered questions in notes and group them in a centralized place
  • Creation of work plans.
  • List creation
  • Creation of tasks based on notes made
  • Generating creative ideas based on AI with OneNote and my notes
  • How to remember the information that the employee needs
  • Visual management of notes with relevant images.

Unit 8: Managing Microsoft 365 for managers

  • Case studies of organizations that have successfully used Microsoft365 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 co-pilot by roles: Managers, Sales, Finance, Marketing, HR, Operations and IT

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

  • Find relevant information on 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 the main issues and make more productive decisions
  • Summarize email threads and design message bodies with impact
  • Automate daily routines
  • Quickly generate reports and analyze data.
  • Be permanently 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: Financial tasks with Microsoft 365 Copilot

  • Compose an email to your insurance company using Copilot in Outlook
  • Analyze a financial spreadsheet using Copilot in Excel18 min
  • Create a financial analysis report with Copilot in Word5 min
  • 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
  • Table editing, management and formatting
  • 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 responsibilities documents, resumes and offer letters. You can use the ones provided in the exercises or create your own.

Other training modalities

If you are interested in taking this course in telepresence or in person, contact us: email: , Telephone: +34 91 031 66 78, WhatsApp: +34 685 60 05 91

Important *

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

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