Microsoft 365 Copilot for Finance

Course Description: Microsoft 365 Copilot for Finance

This course is taught online and consists of 10 units.  

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

Training is provided through our Virtual Campus. With this option, you'll have access to all the course content on the course platform, accessible 24/7 from the start of the course. Students will also have access to participation forums and ongoing tutoring.

The course fee applies to the distance learning modality (100% bonus option) In-person and distance learning activities 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 era of artificial intelligence by teaching them how to use the Microsoft 365 Copilot tool to optimize their daily work. Throughout several practical and informative modules, we will explore how Copilot can simplify communication, enhance content creation, and maximize productivity when managing financial data.

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

ROI rate to be obtained: According to a study conducted among 1,000 users, the ROI rate of financial professionals and managers who take this course is 468%.

Addressed to

The Microsoft 365 Copilot for Finance course is specifically aimed at finance professionals, CFOs, 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 with artificial intelligence required.

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 how we work with AI
• The advantages of AI for every job
• Notices 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
• Create email responses 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.
• 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.

Module 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

Module 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

Module 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

Module 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.

Module 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

Module 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

Module 10: Microsoft 365 for Finance

• Summarizing financial information with Microsoft 365 Copilot
• Uncover financial insights with AI and verify revenue proposals
• Refine your analysis of proposals based on customer negotiations with Microsoft Copilot 365
• Quick answers to billing questions
• Simplify financial reporting
• Draw quick conclusions
• Identify performance improvements
• Track 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
• Editing, managing and formatting tables
• Conclusions

Prerequisites

Knowledge of the main Microsoft 365 applications.

Other training modalities

Important*

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

Available languages

• Spanish
• English