Microsoft 365 Copilot Training for Finance

Microsoft 365 Copilot Training for Finance

During this tutorial, you’ll discover how to create prompts that deliver results, build foundational AI skills, and get the most out of Copilot in the apps you use every day. Engage with Microsoft experts to ask questions and get answers on how to apply AI to your daily tasks.


Who should attend:Finance professionals looking to learn fundamental AI skills with Copilot
Technical level:This is a foundational-level course.

You’ll gain skills to use Copilot to:

- Synthesize your emails, meetings, and chats in Microsoft Teams relating to a specific finance topic or project.
- Perform data analysis on financial statements and reports and create summaries to aid in decision making.
- Develop ideas for controlling costs and cutting expenses in a Microsoft Word document.
- Draft an email about financial projections for the upcoming quarter in Microsoft Outlook.
- Create a presentation using Microsoft PowerPoint to share financial projections with leadership.

Microsoft 365 Copilot Training for Finance

Explore the fundamentals of using Copilot as your own AI assistant. Through expert-led demos, discover how Copilot helps summarize data for financial insights, optimizes processes, and saves time.

During this tutorial, you’ll discover how to create prompts that deliver results, build foundational AI skills, and get the most out of Copilot in the apps you use every day. Engage with Microsoft experts to ask questions and get answers on how to apply AI to your daily tasks.

1.Agenda
2.Introduction   
3.What is Microsoft 365 Copilot
4.Prompting basics—learn to write prompts for Copilot to get the best results
5.Demonstrations on how to use Copilot
6.Resource review, closing question and answer

Disclaimer: Microsoft 365 Copilot Training for Finance is open to the public and offered at no cost. Prior to registering for this event, government employees must check with their employers to ensure that their participation is permitted and in accordance with applicable policies and laws.

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