Learn how to use Microsoft 365 Copilot to analyze financial data faster, make better forecasts, and optimize reports for data-driven decision-making.
Enhance Your Financial Analysis with AI
Discover how Microsoft 365 Copilot helps you analyze financial data faster and more accurately, improve reports, and strengthen data-driven decision-making. This training provides practical insights into using generative AI to make your work as a finance professional more efficient with Microsoft 365.
What to expect
Introduction (5 minutes) | We’ll begin with a brief overview of what Microsoft 365 Copilot is and how it can support your daily tasks. |
What is Copilot for Finance? (10 minutes) | – How does Copilot in Microsoft 365 work? – What are the possibilities of generative AI for finance? – How can you use Copilot to improve your financial processes? |
Practical demo (20 minutes) | Financial Analysis: Accelerate the analysis of financial data and quickly identify trends and patterns. Forecasting and Risk Analysis: Use AI to improve predictions and minimize risks. Excel Analysis: Gain deeper insights into your financial data with advanced analytical tools in Excel. Financial Reporting: Create comprehensive and visually engaging reports and dashboards for better insights into your numbers. And More… |
Tips & Tricks (10 minutes) | Discover how to make the most of Copilot with practical examples and common pitfalls to avoid. |
Q&A (10 minutes) | Ask your questions and get direct answers from our trainers. Wrap up with a preview of additional training and tools. |
Why Join?
Whether you’re analyzing financial data, preparing reports, or improving forecasts, this training will show you how to use Microsoft Copilot for Finance to make your workday more efficient. From faster data analysis to data-driven decision-making, Copilot helps elevate your financial processes to the next level.
What Will You Gain from This Training?
- Faster Analysis: Analyze financial data more quickly and with greater precision.
- Better Forecasting: Strengthen your financial predictions by identifying patterns and trends.
- More Efficient Reporting: Create visually appealing financial reports and dashboards.
- Data-Driven Decision-Making: Make better-informed financial decisions with advanced AI tools.
This training is ideal for
Finance professionals looking to enhance their financial workflows by leveraging generative AI in Microsoft 365.