Finance teams are under constant pressure to deliver accurate, timely reports — while juggling emails, reconciliations, performance analyses, and decision-support documentation. Microsoft 365 Copilot Scenarios for Finance Department elevates finance by turning repetitive work into automated workflows.
This scenario-driven course helps finance professionals use Copilot to:
analyze financial datasets,
create dashboards & performance insights,
transform raw numbers into explanations and narratives,
summarize audit documents or meeting transcripts,
write financial memos & management updates,
automate month-end reporting cycles.
Participants will learn how Copilot enhances forecasting, budgeting, cost analysis, and financial communication, giving finance teams more time for strategic decision-making.
Training Duration: 1 Day
- Certificate Of Completion Available
- Group Private Class
- VILT Class Available
- HRD Corp SBL-Khas Claimable
This one-day workshop enables Finance professionals to apply built-in Microsoft 365 Copilot capabilities across Microsoft Excel (Agent Mode), Microsoft Word, Microsoft PowerPoint (Office Agent), Microsoft Outlook, Microsoft Teams, Microsoft 365 Chat, and Microsoft 365 Search.
Participants learn how to accelerate financial analysis, improve reporting quality, streamline budget preparation, enhance forecasting accuracy, and improve communication with internal stakeholders.
By the end of this course, participants will be able to:
- Conduct financial analysis and build models faster using Excel (Agent Mode).
- Summarize financial documents, contracts, and policies using Copilot in Word.
- Generate management reports, board decks, budget packs, and performance summaries.
- Prepare variance analysis and insights using Copilot-enhanced Excel workflows.
- Draft finance communications, including stakeholder updates, policy changes, and audit responses.
- Streamline vendor and procurement communications using Outlook + Copilot summarization.
- Improve collaboration during financial planning cycles using Teams recap and Copilot Search.
- Turn raw financial data into presentations using PowerPoint (Office Agent).
- Basic understanding of finance, budgeting, and organizational planning.
- Familiarity with Microsoft Excel, Word, PowerPoint, Outlook, and Teams.
- Readiness to adopt Artificial Intelligence-assisted analytic workflows.
- Finance Managers and Finance Executives
- Financial Analysts and Management Accountants
- Budget Owners and Cost Center Managers
- Corporate Planning and Strategy Teams
- Audit, Risk, and Compliance Teams
Module 1: Introduction to Microsoft 365 Copilot for Finance
- Overview: how Copilot works within Microsoft 365 applications for Finance.
- Key Finance Key Performance Indicators (KPIs) accelerated by Copilot:
- Forecast accuracy
- Budget cycle duration
- Financial reporting turnaround time
- Operating expense (OPEX) control
- Capital expenditure (CAPEX) tracking
- Vendor resolution time
- Copilot capabilities across Excel (Agent Mode), PowerPoint (Office Agent), Word, Outlook, Teams, and Microsoft 365 Chat.
- Understanding Copilot boundaries: no Financial ERP integrations, no custom Artificial Intelligence agents.
- Preparing financial files for ideal Copilot usage (data structure, formatting, and naming conventions).
Module 2: Financial Analysis and Modeling with Excel (Agent Mode)- Using natural language to perform data cleaning, transformation, and formula generation.
- Creating financial models using Agent Mode for:
- Cash flow analysis
- Profit and loss review
- Budget vs actual variance
- Scenario modeling (“best case”, “worst case”, “expected case”)
- Generating pivot tables and charts using Copilot suggestions.
- Summarizing insights automatically (trends, risks, variances).
- Building forecasting worksheets using Copilot-generated logic.
- Using Copilot to document model assumptions and methodology.
Module 3: Budgeting, Forecasting, and Financial Planning with Copilot- Drafting budgeting guidelines and instructions in Word using Copilot prompts.
- Summarizing budget submissions from multiple departments.
- Comparing budgeting versions (v1 vs v2) and extracting key changes.
- Using Excel (Agent Mode) to perform rolling forecasts and sensitivity analysis.
- Creating consolidated budget dashboards with automated commentary.
- Drafting communication packs for budget owners using Outlook + Copilot.
- Preparing executive-ready slides to present budget insights via PowerPoint (Office Agent).
Module 4: Financial Reporting and Management Presentations- Creating financial report drafts in Word using Copilot-generated summaries.
- Turning raw financial tables into narrative insights and management commentary.
- Building board decks and monthly business review decks using Office Agent for PowerPoint.
- Automatically generating slide headlines, layouts, and visualizations.
- Using Teams recap to gather action items from finance review meetings.
- Summarizing multi-source financial documents for executives.
Module 5: Audit, Risk, and Compliance Support with Copilot- Summarizing audit findings, policy documents, and risk assessments.
- Drafting audit responses and compliance documentation using Word + Copilot.
- Preparing internal control descriptions, workflows, and checklists.
- Extracting key compliance points from regulatory documents.
- Drafting communication emails to stakeholders regarding audit and compliance requirements.
- Using Teams recap to summarize audit meetings and identify next steps.
Module 6: Procurement, Vendor Management, and Contract Support- Summarizing supplier contracts and Statements of Work (SOWs) using Copilot in Word.
- Drafting vendor communication emails and negotiation summaries in Outlook.
- Extracting key terms, deadlines, and financial obligations from contracts.
- Creating vendor comparison tables using Excel (Agent Mode).
- Summarizing Teams chat threads regarding vendor issues.
- Using PowerPoint (Office Agent) to create vendor review decks and supplier scorecards.
Module 7: Expense Management, Cost Optimization, and Financial Insights- Analyzing expense data using Agent Mode in Excel.
- Identifying cost anomalies, overspending, and non-compliant expenses.
- Drafting cost optimization recommendations based on financial patterns.
- Summarizing credit card or claims reports into actionable insights.
- Creating cost-reduction business cases using Word and PowerPoint (Office Agent).
- Drafting finance operations updates using Outlook + Copilot summarization.
Module 8: Stakeholder Communication and Cross-Functional Collaboration- Using Copilot in Outlook to draft financial updates for business unit leaders.
- Summarizing Teams discussions on financial issues, risk items, and project finances.
- Creating alignment documents for cross-department collaboration.
- Preparing meeting-ready summaries of financial discussions.
- Extracting action items and timelines from leadership meetings using Teams recap.
- Creating consolidated updates for executives and boards with PowerPoint (Office Agent).