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 Duration 7 hours

Course Outline

Introduction to Microsoft 365 Copilot

  • Exploring the core capabilities of Copilot
  • Integration workflows with Excel, Word, and Outlook
  • Interpreting and understanding AI-generated outputs

Leveraging Copilot in Excel for Financial Analysis

  • Constructing robust financial models
  • Streamlining data entry and complex calculations
  • Summarising trends and visualising financial data

Reporting and Forecasting with Copilot

  • Generating balance sheets and income statements
  • Developing automated variance analysis
  • Formulating financial forecasts based on historical data

Optimising Accounting Workflows

  • Automating the tracking of invoices
  • Accelerating account reconciliation processes
  • Minimising manual errors in data handling

Enhancing Communication and Collaboration with Copilot

  • Creating concise executive summaries
  • Drafting client reports and presentations
  • Collaborating effectively in Microsoft Teams with AI support

Advanced Techniques and Best Practices

  • Refining AI prompts to achieve optimal results
  • Safeguarding data privacy and ensuring compliance
  • Integrating Copilot workflows with Power BI

Summary and Future Steps

Requirements

  • Proficiency in working with Microsoft Excel
  • Practical experience in financial analysis or accounting procedures
  • General knowledge of core business and financial terminology

Target Audience

  • Finance professionals
  • Accountants
  • Business analysts

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