Microsoft 365 Copilot for Finance
Build practical skills in using Microsoft 365 Copilot for financial analysis, budgeting, reporting, communication, collaboration, governance, and decision support through four structured lessons with demonstrations, hands-on activities, troubleshooting, validation checklists, and an applied improvement plan.
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-by SkillDynamo
- 0 Students
- Last updated
Course Description
This SkillDynamo course develops practical, role-relevant capability in using Microsoft 365 Copilot for financial analysis, budgeting, reporting, communication, collaboration, governance, and decision support. The learning path progresses from essential concepts and planning to implementation, validation, troubleshooting, and operational use.
Learners work through realistic scenarios, guided demonstrations, applied exercises, and evidence-based reviews. Every topic is connected to workplace responsibilities, common risks, quality controls, and measurable outcomes.
The course helps professionals make informed decisions, identify failure points, communicate results, and create an actionable improvement plan for future projects.
What You Will Learn
- Identify finance tasks, decisions, reports, data sources, controls, risks, owners, and measurable outcomes
- Write prompts with context, assumptions, financial periods, source data, constraints, and expected format
- Use Copilot to explore data, explain formulas, identify trends, compare scenarios, and support budget workflows
- Validate calculations, assumptions, periods, currencies, classifications, and source integrity
- Use Copilot in Word and PowerPoint to prepare reports, management commentary, summaries, and decision materials
- Use Outlook and Teams to prepare meetings, communicate insights, track actions, and maintain ownership
- Apply confidentiality, permissions, data handling, audit, responsible AI, review, approval, and segregation controls
- Measure time, quality, risk, user confidence, reporting improvement, and business value
SkillDynamo Training Approach
SkillDynamo delivers this course through demonstrations, hands-on exercises, scenario analysis, validation checklists, structured troubleshooting, solution reviews, and a final improvement plan. Learners repeatedly practice planning, implementation, evidence collection, testing, correction, and communication so the skills transfer confidently into real workplace situations.
Curriculum
- 1 Section
- 4 Lessons
- 16 Hours
- Course Curriculum4 Items
- 1.1Microsoft 365 Copilot for Finance — Lesson 1: Finance Use Cases, Data Readiness and Prompting4 hours
- 1.2Microsoft 365 Copilot for Finance — Lesson 2: Excel Analysis, Budgeting and Forecast Support4 hours
- 1.3Microsoft 365 Copilot for Finance — Lesson 3: Financial Reporting, Presentations and Communication4 hours
- 1.4Microsoft 365 Copilot for Finance — Lesson 4: Governance, Controls and Finance Adoption4 hours
SkillDynamo Expert Team
SkillDynamo instructors combine platform knowledge, practical implementation experience, guided demonstrations, scenario-based exercises, troubleshooting methods, and validation checklists to help learners apply the course skills confidently in real work.
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