Copilot: Finance Use Case

Module 5: Empower your workforce with Microsoft 365 Copilot: Finance Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Finance-related business scenarios.

For the full course, including all modules, follow this learning pathway: https://ace.co.nz/MS4004.

Anyone working in Finance.

There are no prerequisites for this course; however, it is highly recommended that you have a Copilot license, as this session will be hands-on.

By the end of this module, you should be able to:

• Use Microsoft 365 Copilot in Outlook to draft an email to your insurance company that requests a meeting to discuss the increases in your company's medical insurance premiums.
• Use Microsoft 365 Copilot in Excel to analyze a spreadsheet containing projected revenue and user engagements for your company's Q1 marketing campaigns, then add new calculations and charts to visualize the data.
• Use Microsoft 365 Copilot in Word to create a marketing campaign report based on the financial results from your company's Q1 marketing campaigns.
• Use Microsoft 365 Copilot in Word to summarize your company's financial statement results for the past five years, including trends, growth patterns, profitability analysis, and areas of concern.

• Introduction
• Exercise: Draft an email to your insurance company using Microsoft 365 Copilot in Outlook
• Exercise: Analyze a financial spreadsheet using Microsoft 365 Copilot in Excel
• Exercise: Create a financial analysis report using Microsoft 365 Copilot in Word
• Exercise: Summarize financial results using Microsoft 365 Copilot in Word
• Knowledge check
• Summary