Free Microsoft 365 Copilot for Finance Course

Free Microsoft 365 Copilot Course for Finance

• Lesson 01: Course Introduction

  03:55

  • 1.01 Course Introduction Microsoft 365 Copilot Training for Finance

    03:55

• Lesson 02: Learning Objectives

  00:44

  • 2.01 Learning Objectives

    00:44

• Lesson 03: Copilot for Finance Modernization

  16:19

  • 3.01 Understanding Copilot in Finance

    02:11

  • 3.02 Financial Policy and Guideline Search with Copilot

    02:06

  • 3.03 Automating Finance FAQs

    01:32

  • 3.04 Drafting Finance Communications

    01:44

  • 3.05 Summarizing Financial Documents

    01:17

  • 3.06 Demo Summarizing Finance Policy and Generating FAQs

    07:29

• Lesson 04: Financial Data Analysis Using Copilot

  27:10

  • 4.01 Financial Data Analysis Using Copilot

    02:06

  • 4.02 Financial Data Interpretation

    01:27

  • 4.03 Variance and Trend Analysis

    01:09

  • 4.04 Budget vs Actual Variance Analysis

    01:42

  • 4.05 AI Generated Financial Insights

    02:19

  • 4.06 Demo Analyzing Financial Dataset and Identify Variances

    08:25

  • 4.07 Demo Generating Financial Insights Summary

    10:02

• Lesson 05: Report Generation and Communication

  21:11

  • 5.01 Report Generation and Communication

    02:10

  • 5.02 Management and Board Reports

    01:41

  • 5.03 Financial Narratives

    01:57

  • 5.04 Executive Summaries

    02:09

  • 5.05 Demo Generating Monthly Financial Report

    08:03

  • 5.06 Demo Creating Executive Summary Email

    05:11

• Lesson 06: Expense Procurement and Invoice Handling

  30:38

  • 6.01 Expense Procurement and Invoice Handling

    01:50

  • 6.02 Expense Analysis and Anomaly Detection

    01:45

  • 6.03 AI Powered Invoice Summarization

    01:57

  • 6.04 Procurement Insights

    02:29

  • 6.05 AI Powered Vendor Spend Analysis

    02:23

  • 6.06 Reviewing Expense Reports and Flagging Anomalies

    10:31

  • 6.07 Summarizing Invoices and Procurement Spend

    09:43

• Lesson 07: Audit and Compliance Workflows

  29:06

  • 7.01 Audit and Compliance Workflows

    01:12

  • 7.02 Audit Evidence Summarization

    02:34

  • 7.03 Compliance Checklist Generation

    02:20

  • 7.04 Risk and Control Insights

    03:18

  • 7.05 Policy Adherence Analysis

    01:01

  • 7.06 Demo Generating Audit Summary Report

    09:20

  • 7.07 Demo Creating Compliance Checklist Using Copilot

    09:21

• Lesson 08: Copilot Studio for Finance Agents

  24:10

  • 8.01 Copilot Studio Build Manage and Govern Enterprise AI Agents

    02:34

  • 8.02 Building Finance Chatbot in Copilot Studio

    01:06

  • 8.03 Creating a Finance AI Agent

    02:35

  • 8.04 Add finance documents as knowledge sources

    02:06

  • 8.05 AI Powered Finance Workflow Automation

    01:56

  • 8.06 Demo Building Finance FAQs Copilot with Copilot Studio

    13:53

• Lesson 09: Governance and Security for Financial AI

  26:59

  • 9.01 Governance and Security for Financial AI

    01:04

  • 9.02 Responsible AI Usage in Finance

    03:10

  • 9.03 Data Confidentiality and Access Control

    02:23

  • 9.04 Regulatory Considerations

    01:55

  • 9.05 AI Powered Finance Workflow Auditability and Traceability

    01:53

  • 9.06 Demo Evaluating Prompts for Compliance Risk

    07:53

  • 9.07 Demo Creating Financial AI Governance Checklist

    08:41

• Lesson 10: Key Takeaways

  01:40

  • 10.01 Key Takeaways

    01:40

• RM

  • Knowledge check