Microsoft 365 Copilot for Finance - SCORM

Microsoft 365 Copilot Course for Financial Professionals - SCORM

This course is taught online and consists of 10 units.  

The course lasts 60 hours and is divided between the content and the collaboration tools. Upon completion, the student will receive a certificate of completion.    

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 illustrative modules, we will explore how Copilot can simplify communication, boost content creation, and maximize productivity in managing financial data.

This course is a unique opportunity for financial and related professionals, regardless of their previous experience in AI, to dive into 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 artificial intelligence!

ROI rate to be obtained: According to a study carried out 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 targeted at finance professionals, CFOs, CEOs, and other professionals working 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 basic introduction to optimizing and extending the use of Copilot in the Microsoft 365 environment, focusing on improving productivity and efficiency in financial tasks. In addition, the course is accessible to all professionals, without the need for prior experience in artificial intelligence.

Course content

Module 1: What is Microsoft 365 Copilot?

• Microsoft 365 Copilot Overview: The Copilot System
• Employee aptitude and the AI-powered working paradigm
• The advantages of AI for every job
• Ads 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 regarding the document to be created or edited
• Personalization of documents according to models or styles with natural language.
• Create summaries of documents and use hints.
• Automatic creation of questions and answers about documents.

Module 4: Copilot in Excel

• Data analysis and trending with AI
• Digging deeper 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
• Making Quick Conclusions About Data

Module 5: Copilot in Power Point

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

Module 6: Copilot in Microsoft Teams

• How to increase productivity in Teams with AI
• Managing meeting resumes.
• How to analyze the unresolved questions and key takeaways from the meeting
• Creation of new proposals and integrated management with other applications.
• How to follow up on meetings and action summaries
• Managing 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

• Management of resumes.
• How to identify unanswered questions in notes and group them in a centralized place
• Creation of work plans.
• Creating lists
• Creating tasks on notes made
• AI-powered creative idea generation with OneNote and My Notes
• How to remember the information that the employee needs
• Visual management of notes with relevant images.

Module 8: Microsoft 365 Management for Executives

• Case studies from organizations that have successfully used Microsoft365 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 a manager

• Find relevant information about the company.
  
• Review of business results.
• Summarize the main business trends.
• Improve presentations and their content.
• Designing more compelling speeches
• Follow topics more quickly
• Summarizing 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 make the most of Microsoft 365 Copilot features

Module 10: Microsoft 365 for Finance

• Summarizing financial information with Microsoft 365 Copilot
• Discover financial insights with AI and verify revenue proposals
• Refine proposal analysis based on customer negotiations with Microsoft Copilot 365
• Answering invoice questions quickly
• Simplify financial reporting
• Make quick conclusions
• Identify performance improvements
• Follow up on financial conversations

Prerequisites

Knowledge of the main Microsoft 365 applications.