Copilot for Microsoft 365: Empower your workforce with Copilot for Microsoft 365: Finance Use Case Course Overview

Prerequisites for Copilot for Microsoft 365: Empower Your Workforce with Copilot for Microsoft 365: Finance Use Case Course

To successfully undertake the "Copilot for Microsoft 365: Empower Your Workforce with Copilot for Microsoft 365: Finance Use Case" course, we recommend that students have:

• Basic Understanding of Microsoft 365 Applications: Familiarity with core Microsoft 365 applications such as Word, Excel, PowerPoint, and Outlook.
• Fundamental Knowledge of Financial Concepts: Basic grasp of financial terms and processes to better understand and apply Copilot functionalities in finance-related tasks.
• General IT Skills: Comfort with general IT tasks and navigating different software environments.
• Interest in AI Tools: Willingness to explore and leverage AI capabilities to enhance productivity and efficiency in business scenarios.

These prerequisites are designed to ensure that you can effectively engage with the interactive use case exercises and gain the most benefit from the course content. If you meet these requirements, you are well-prepared to elevate your skills with Copilot for Microsoft 365 in finance business scenarios.

Target Audience for Copilot for Microsoft 365: Empower your workforce with Copilot for Microsoft 365: Finance Use Case

Introduction: The "Copilot for Microsoft 365: Finance Use Case" course empowers finance professionals with advanced Microsoft 365 skills to enhance productivity through interactive use case exercises.

Job Roles/Audience:

• Financial Analysts
• Accountants
• Finance Managers
• Business Analysts
• Data Analysts
• Financial Controllers
• Investment Analysts
• CFOs (Chief Financial Officers)
• Financial Planners
• Risk Managers
• Auditors
• Budget Analysts
• Treasury Analysts
• Financial Consultants
• Finance Students and Graduates
• IT Professionals supporting finance teams
• Corporate Trainers in Finance
• Finance Operations Managers

Learning Objectives - What you will Learn in this Copilot for Microsoft 365: Empower your workforce with Copilot for Microsoft 365: Finance Use Case?

Introduction

The "Copilot for Microsoft 365: Finance Use Case" course empowers students with real-world proficiency by engaging them in interactive exercises to enhance their Copilot skills specifically tailored for financial business scenarios within Microsoft 365.

Learning Objectives and Outcomes

• Understand the Purpose and Functionalities of Copilot for Microsoft 365

  • Describe the purpose and functionalities of Copilot for Microsoft 365.
  • Outline the working principles behind Copilot for Microsoft 365.
  • Identify the core components integral to Copilot for Microsoft 365.
  • Examine how Microsoft is committed to responsible AI.

• Explore Key Features within Microsoft 365 Applications

  • Identify and apply the key features of Copilot for Microsoft 365 in each Microsoft 365 application.
  • Understand the integration of Copilot with Teams for a centralized work hub.
  • Utilize AI capabilities of Copilot to transform tasks and enhance productivity.

• Optimize and Extend Usage of Copilot

  • Describe the best practices for using Copilot.
  • Understand and effectively prompt Copilot.
  • Review prompting best practices.
  • Describe the functionalities of plugins within Copilot.
  • Understand Microsoft Graph connectors for data integration.

• Practical Application in Financial Scenarios