Microsoft 365 Copilot for Finance — Lesson 1: Finance Use Cases, Data Readiness and Prompting

Learning Objectives

• 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
• Validate finance use cases, data readiness and prompting decisions with documented requirements, test evidence, risk controls, and measurable acceptance criteria

Detailed Topics

• Identify finance tasks: Identify finance tasks, decisions, reports, data sources, controls, risks, owners, and measurable outcomes
• Write prompts with context: Write prompts with context, assumptions, financial periods, source data, constraints, and expected format
• Validate finance use cases: Validate finance use cases, data readiness and prompting decisions with documented requirements, test evidence, risk controls, and measurable acceptance criteria

Guided Demonstration

1. Review the requirement, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant design, configuration, development, analysis, administration, or support workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, test results, and other useful evidence.
4. Compare the observed result with acceptance criteria and explain any corrective action.

Hands-On Activity

Create a finance-specific prompt and verification library.

• Document assumptions, prerequisites, and the planned sequence before starting.
• Complete the activity and preserve evidence of normal, boundary, and failure behavior.
• Record issues, corrective actions, reusable notes, and the next improvement priority.

Scenario Analysis

• Identify the business or technical decision that must be made.
• Compare valid implementation approaches and their trade-offs.
• Consider security, privacy, accessibility, performance, support, and operational impact.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, data, permissions, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, ownership, user impact, and business continuity.

Validation Checklist

• The requirement, scope, inputs, and expected outcome are clear.
• The selected design or configuration is documented and follows approved standards.
• Normal, boundary, failure, security, accessibility, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Finance Use Cases, Data Readiness and Prompting in a realistic scenario and validate the result with documented evidence.