Microsoft Copilot for Finance Professionals: AI-Accelerated Reporting and Analysis
Transform finance operations with AI-driven insights, streamlining reporting and analysis tasks using Microsoft Copilot.
Course Guaranteed to Run
Course guaranteed to run. If only one participant registers, the course is converted into private flexible 1-to-1 training and consulting.
Why This Course Matters
THE BUSINESS PROBLEM WE SOLVE
Finance teams spend significant time preparing data, formatting reports, and performing administrative tasks, often at the cost of strategic analysis and insights. Microsoft Copilot helps reverse this trend by enabling finance professionals to generate insights rapidly and effectively. This course empowers participants to leverage Microsoft Copilot's capabilities to transform their approach to finance reporting and analysis.
Who Should Attend
Finance analysts Management accountants FP&A professionals CFOs Controllers Finance business partners
Prerequisites
Participants should possess a working knowledge of Microsoft Excel and Outlook, as well as familiarity with essential financial reporting concepts such as P&L, variance analysis, and budgeting. Access to a Microsoft 365 Copilot-enabled tenant is also required.
Learning Objectives
• Identify core Copilot capabilities relevant to finance workflows. • Apply Copilot in Excel to expedite variance analysis and forecasting. • Configure Power BI Copilot for finance dashboard creation. • Compose finance-specific prompts for automated report generation. • Extract action items from financial meeting transcripts using Copilot. • Optimize month-end workflows by integrating Copilot throughout the finance process.
Programme
Module 1: Copilot in the Finance Ecosystem
• Overview of the Microsoft 365 Copilot architecture, data access, and privacy fundamentals.
Module 2: Copilot in Excel - Foundations
• Activation and basic functionalities of Copilot in Excel for data analysis, variance commentary, etc.
Module 3: Copilot in Excel - Advanced Financial Modelling
• Use of AI for complex forecasting and scenario planning.
Module 4: Power BI Copilot for Finance Dashboards
• Building finance dashboards with natural language queries in Power BI.
Module 5: Copilot in Outlook for Finance Communications
• Drafting finance-related emails and automating follow-ups.
Module 6: Copilot in Teams for Finance Meetings
• Enhancing finance team productivity during meetings through transcription and summarization.
Module 7: Regulatory Compliance & Audit Considerations
• Understanding compliance implications when using Copilot in finance.
Module 8: Integrated Finance Workflow & Capstone
• Applying all learned skills in a simulated finance reporting scenario.
Practical Exercises
Participants will engage in practical lab sessions to apply their learnings in real-world contexts covering variance reports, financial summaries, and dashboards.
Teaching Methods
The course consists of a mix of instructor-led theory, guided lab practice, case studies, and peer discussions.
Course Outputs
• Personal finance-specific prompt library.
• Completed finance reports and summaries.
FAQ
Q: How long is the course?
A: The course lasts 2 days, totaling 14 hours.
Q: Who is the course instructor?
A: The course is taught by DanAf-certified trainers with practical finance experience.
Q: Is there any exam or certification?
A: Participants will receive a course completion certificate aligned with AB-730 AI Business Professional.
SEO Title
Microsoft Copilot Finance Training for Professionals
SEO Description
Learn to harness Microsoft Copilot for finance reporting and analysis in this comprehensive 2-day course.
Target Keywords
Microsoft Copilot, Finance Training, AI in Finance, Business Intelligence, Power BI, Finance Reporting, Excel Training, Professional Development.
Who Should Attend
What You Will Be Able to Do
- Identify core Copilot capabilities relevant to finance workflows.
- Apply Copilot in Excel to expedite variance analysis and forecasting.
- Configure Power BI Copilot for finance dashboard creation.
- Compose finance-specific prompts for automated report generation.
- Extract action items from financial meeting transcripts using Copilot.
- Optimize month-end workflows by integrating Copilot throughout the finance process.
Programme
Practical Exercises & Labs
- Hands-on labs simulating real-world finance tasks such as variance analysis, report generation, and dashboard creation.
Practical Deliverables
Teaching Methods
Certification & Exam Alignment
Certification alignment: AB-730 AI Business Professional, PL-900 Power Platform Fundamentals
Direct alignment with AB-730 AI Business Professional and PL-900 Power Platform Fundamentals. DanAf provides readiness support for these certifications.
The exam is not automatically included unless explicitly stated. The exam may be administered independently by the relevant certification body or testing provider.
Prerequisites
Assessment
Delivery Options
Upcoming Sessions
No upcoming sessions scheduled.
Request a date or private session.
FAQ
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