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Microsoft Copilot for Finance and Accounting
Introduction
Introduction (1:51)
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DOWNLOAD ME: Exercise Files
Copilot as an AI Assistant (2:30)
Accessing Copilot
Copilot Subscription Plans (4:16)
Accessing Copilot from your Device (4:22)
Copilot in Excel
Formula Generation (3:58)
Data Validation and Data Analysis (5:36)
Reconciliation (3:37)
Variance Analysis (4:38)
Exercise 1 (3:39)
Copilot in Word
Creating Templates: Invoices and Forms (4:08)
Drafting Policies and Reports (3:59)
Analyzing Documents (3:53)
Exercise 2 (2:57)
Copilot in Powerpoint
Scripting for Board Deck (5:03)
Designing Presentations and Image Generation (3:44)
Generating Speaker Notes (3:28)
Exercise 3 (2:57)
Copilot in Outlook
Improved Search and Follow-up (3:31)
Prioritizing Tasks (2:30)
Drafting and Summarizing Email (3:03)
Managing Calendar (3:38)
Exercise 4 (2:36)
Copilot in Teams
Automating Note-taking (3:37)
Using Copilot in Chat and Channels (3:01)
Course Conclusion and Quiz
Significance of Human Oversight (2:28)
Conclusion (1:17)
Course Quiz
Creating Templates: Invoices and Forms
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