Microsoft 365 Copilot for Finance
Microsoft 365 Copilot for Finance equips finance professionals, business analysts, and functional consultants with AI-driven tools to automate reporting, reconcile data, and generate executive insights directly in Excel and Outlook. It solves the critical pain point of time lost to manual data entry and reconciliation, with 74% of finance teams reporting improved decision speed after AI adoption.
This course prepares learners for the Microsoft 365 Certified: Copilot and Agent Administration Fundamentals (AB-900) exam. Koenig’s official Microsoft-authorized courseware ensures up-to-date, exam-aligned training, empowering finance roles to lead AI-augmented teams with confidence.
Training Formats & Pricing
100% Happiness Guarantee · Free Rescheduling · Secure Payment
Course Overview
The Microsoft 365 Copilot for Finance course by Microsoft is designed for finance professionals, business analysts, and functional consultants seeking to leverage AI-driven tools within the Microsoft ecosystem. This training focuses on empowering users to harness Microsoft 365 Copilot’s AI capabilities specifically tailored for finance workflows, enhancing decision-making and operational efficiency. Participants will explore how Copilot integrates with core applications like Excel and Outlook to automate repetitive tasks such as invoice reconciliation, collections follow-ups, and financial reporting. With 73% of Fortune 500 companies already adopting AI in finance functions, this course equips learners with in-demand skills aligned with modern enterprise practices. It serves as a foundational pathway for professionals aiming to optimize financial operations using intelligent automation.
Students engage with key Microsoft technologies including Microsoft 365 Copilot, Dynamics 365 Finance, Excel, Outlook, Microsoft 365 Copilot Chat, and Loop in hands-on lab environments that simulate real-world finance scenarios. The labs are conducted within the Microsoft 365 portal, where learners configure AI-driven workflows such as automated email summarization in Outlook, intelligent data reconciliation in Excel, and contract analysis using Copilot Chat. A central project involves modeling “what-if” financial scenarios for a new product line, where students analyze cost of goods sold (COGS), evaluate vendor contracts, and generate executive-ready presentations using PowerPoint. These practical exercises ensure that participants build proficiency in deploying AI agents to surface insights from ERP-integrated data sources.
This course prepares learners for roles requiring AI-augmented financial analysis and supports broader Microsoft certification pathways, including those aligned with Microsoft 365 and Dynamics 365. Professionals with AI-enhanced finance skills report up to 30% faster decision-making cycles and are highly sought after, with finance automation specialists commanding median salaries exceeding $95,000 in North America. Koenig Solutions enhances learning outcomes with official Microsoft courseware, Guaranteed-to-Run scheduling, and access to expert-led 1-on-1 training sessions. By mastering Microsoft 365 Copilot for Finance, participants position themselves at the forefront of digital transformation in finance, ready to lead AI-integrated teams and drive strategic business impact.
What You'll Learn
Prerequisites
- Active Microsoft 365 Business or Enterprise license
- Access to Copilot for Microsoft 365 add-on
- Proficiency in Microsoft 365 productivity applications including Excel, Outlook, Word, and PowerPoint
- Foundational knowledge of financial analysis tasks such as variance analysis, budgeting, and financial reporting
- Understanding of accounts receivable processes and financial data workflows
- Ability to navigate and interpret complex datasets within Microsoft Excel
- Familiarity with cloud-based collaboration and data sharing within Microsoft 365 environments
Certification Exam
Everything you need to know about the Microsoft 365 Copilot for Finance certification exam
Course Curriculum
Structured learning with hands-on labs and real-world scenarios
1
Day 1– Mastering Microsoft 365 Copilot for Finance
2
Day 2– Advanced Financial Data Analysis
3
Day 3– Workflow Automation and Team Collaboration
4
Day 4– Optimizing Communication with Microsoft 365 Copilot for Finance
5
Day 5– Advanced Reconciliation and Deployment Strategy
What's Included in Your Training
Every enrollment comes packed with resources to maximise your learning and exam success
Exam Preparation Materials
Practice Test Questions (200+)
Certificate of Completion
Post-Training Support (30 days)
Session Recording Access
Free Rescheduling (7+ days notice)
Career Outcomes
of Microsoft 365 Copilot for Finance certified professionals report career advancement within 6 months
Salary Impact
Average salary increase reported after obtaining the Microsoft 365 Copilot for Finance certification
*Source: Glassdoor / LinkedIn 2025
Job Roles
- Financial Analyst
- Finance Manager
- Senior Accountant
- Financial Controller
- FP&A Specialist
- Treasury Analyst
Companies Hiring
and 5,000+ organizations worldwide seeking Microsoft 365 Copilot for Finance certified professionals
Course Student Reviews
Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.
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★★★★★
“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
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“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
Enterprise Client ✓ Verified -
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“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
PL-300 Certified ✓ Verified -
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“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
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“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
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“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified -
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“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
★★★★★
“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified -
★★★★★
“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
AZ-104 Certified ✓ Verified -
★★★★★
“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
Enterprise Client ✓ Verified -
★★★★★
“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
PL-300 Certified ✓ Verified -
★★★★★
“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
AZ-305 Expert ✓ Verified -
★★★★★
“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
★★★★★
“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified -
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
★★★★★
“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified
-
★★★★★
“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
AZ-104 Certified ✓ Verified -
★★★★★
“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
Enterprise Client ✓ Verified -
★★★★★
“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
PL-300 Certified ✓ Verified -
★★★★★
“Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”
AZ-104 Certified ✓ Verified -
★★★★★
“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
Enterprise Client ✓ Verified -
★★★★★
“The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”
PL-300 Certified ✓ Verified
-
★★★★★
“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
AZ-305 Expert ✓ Verified -
★★★★★
“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
★★★★★
“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified -
★★★★★
“From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”
AZ-305 Expert ✓ Verified -
★★★★★
“As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”
100+ Learners Trained ✓ Verified -
★★★★★
“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
SC-300 Certified ✓ Verified
-
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
★★★★★
“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified -
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
AI-102 Certified ✓ Verified -
★★★★★
“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified
Resources
Learn more about Microsoft 365 Copilot for Finance before you enroll
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Read ArticleHappiness Guarantee
We are so confident in the quality of our training that we offer a full money-back guarantee. Not satisfied? Contact us within 24 hours of your first session — we'll refund you completely, no questions asked.