Microsoft 365 Copilot for Finance

Microsoft 365 Copilot Course for Finance Professionals

This course is taught online and consists of 10 units.  

The course lasts 60 hours , divided between course content and collaborative tools. Upon completion, students will receive a certificate of completion.    

The training is delivered through our Virtual Campus. With this format, you will have access to all the course materials on the platform, available 24/7 from the start date. Students will also have access to discussion forums and ongoing 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.

• Access to the platform: 8 weeks
• Individualized support

Introduction

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

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

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

Addressed to

The Microsoft 365 Copilot for Finance course is specifically designed for finance professionals, CFOs, CEOs, and other professionals who work with financial data. It teaches how this tool can simplify communication and improve content creation, particularly 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 within the Microsoft 365 environment, focusing on improving productivity and efficiency in financial tasks. Furthermore, the course is accessible to all professionals, regardless of prior experience with artificial intelligence.

Microsoft 365 Copilot for Finance course content

Module 1: What is Microsoft 365 Copilot?

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

Module 2: Copilot in Outlook

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

Module 3: Copilot in Word

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

Module 4: Copilot in Excel

• Data analysis and trend identification with AI
• Delving deeper into the trends
• How to use natural language in Excel to generate data
• Using the copilot to create highlighted graphics based on natural language queries
• Creation of new models
• Drawing quick conclusions from data

Module 5: Co-pilot in PowerPoint

• Transferring an email or Word document to PowerPoint
• Creating documents from a PowerPoint
• Creating presentations from a base file
• Slide animation
• Speaker Note Generation
• 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
• Meeting resume management.
• How to analyze the unresolved questions and main conclusions of the meeting
• Creation of new proposals and integrated management with other applications.
• How to track meetings and summaries of actions
• The management of tasks that are established in the meetings.
• How to improve understanding of the topics covered by clarifying issues
• How to save time managing meetings with Teams Copilot

Module 7: The Copilot in OneNote

• Managing grade transcripts.
• How to identify unanswered questions in notes and group them in a centralized location
• Creation of work plans.
• Creating lists
• Creating tasks based on completed 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 Managers

• 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 cost-effectiveness of using Microsoft 365 Copilot in organizations
• ROI of using Microsoft 365 Copilot by role: Management, Sales, Finance, Marketing, HR, Operations and IT

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

• Find relevant information about the company.
  
• Review of business results.
• Summarize the main business trends.
• Improve the presentations and their content.
• Design more compelling speeches
• To follow the topics more quickly
• Summarizing meetings with generative AI
• Analyze the main issues and make more productive decisions
• Summarize email threads and design impactful message bodies
• Automate daily routines
• Generate reports quickly and analyze data.
• Staying constantly updated by managing important messages
• How to delegate tasks with Microsoft 365 Copilot and manage their tracking
• 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

Module 10: Microsoft 365 for Finance

• Summarizing financial information with Microsoft 365 Copilot
• Discover financial information with AI and verify income proposals
• Refine the analysis of proposals based on negotiations with clients using Microsoft Copilot 365
• Get quick answers to your billing questions
• Simplify financial reporting
• Draw quick conclusions
• Identify performance improvements
• Follow up on financial conversations

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
• Table editing, management, and formatting
• Conclusions

Prerequisites

Knowledge of the main Microsoft 365 applications.

Other training modalities

Important*

* The rate of Subsidized course plus annual Microsoft 365 copilot license It is for those users who already have the Microsoft 365 E3 or E5 license.

Available languages

• Spanish
• English