Microsoft 365 Copilot for Finance Course Overview

Microsoft 365 Copilot for Finance Course Overview

Unlock the power of Microsoft 365 Copilot for Finance with this comprehensive course designed for finance professionals. Participants will learn to seamlessly integrate AI-driven insights into their finance workflows, enhancing productivity and decision-making. Key learning objectives include understanding the core functionalities of Microsoft 365 Copilot and applying it to tasks like financial analysis, report generation, and budgeting. By the end of the course, learners will be equipped to leverage these tools for better data visualization and team collaboration. Dive into a hands-on experience that transforms how you approach financial challenges, making you a more effective contributor in your organization.

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850

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Course Fee 850
Total Fees
850 (USD)
  • Live Training (Duration : 16 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
  • Classroom Training fee on request
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  • Live Training (Duration : 16 Hours)
  • Per Participant
  • Classroom Training fee on request

♱ Excluding VAT/GST

You can request classroom training in any city on any date by Requesting More Information

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Course Advisor

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Saurabh Srivastava

8+ Years Experience

14+ years of experience in the field of information technology, design, and implementation, corporate consulting, technical support, corporate training & helping customers in their IT infrastructure design. More focused on product technologies like Cloud computing that includes Microsoft Azure as IaaS & PaaS, Microsoft 365, Office 365 as SaaS, Microsoft Skype for business servers, Microsoft Teams, Exchange servers, Automation, Microsoft Windows Server systems, server virtualization with System Center and Hyper-V.

Target Audience for Microsoft 365 Copilot for Finance

Microsoft 365 Copilot for Finance equips finance professionals with the skills to integrate AI technologies for enhanced productivity and decision-making in financial management.


  • Financial Analysts
  • Accountants
  • Finance Managers
  • CFOs (Chief Financial Officers)
  • Data Analysts
  • Business Intelligence Analysts
  • Financial Controllers
  • Risk Management Professionals
  • Corporate Finance Professionals
  • Budget Analysts
  • Tax Professionals
  • IT Managers in Finance
  • Business Process Analysts
  • Compliance Officers
  • Auditors


Learning Objectives - What you will Learn in this Microsoft 365 Copilot for Finance?

Microsoft 365 Copilot for Finance Course Overview

The Microsoft 365 Copilot for Finance course equips learners with essential skills to leverage AI-based tools for enhancing financial management, reporting, and analysis within Microsoft 365.

Learning Objectives and Outcomes

  • Understand the role of Microsoft 365 Copilot in modern finance functions.
  • Utilize AI capabilities to streamline financial reporting processes.
  • Analyze financial data using Copilot tools for improved decision-making.
  • Automate repetitive financial tasks to enhance efficiency.
  • Create dynamic financial reports and dashboards with Copilot features.
  • Collaborate effectively using Microsoft 365 tools integrated with financial functions.
  • Implement data-driven strategies for forecasting and budgeting.
  • Ensure data accuracy and compliance in financial documentation.
  • Recognize best practices for utilizing AI in finance.
  • Explore real-world case studies of Microsoft 365 Copilot applications in finance.

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