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Overview

2.0 Credits

Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this is a course that teaches how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates you following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don’t have to expose your confidential data.

Objectives

  • Recognize the features and benefits of using Microsoft Copilot  
  • Identify practical applications for Microsoft Copilot in accounting, finance and tax 

Major Topics

  • Getting started with Microsoft Copilot 
  • Tour of the Copilot app and how to use it 
  • Variety of hands-on case study examples for accounting, finance and tax 
  • Protecting your data privacy in Microsoft Copilot 
  • Advanced Microsoft Copilot features review 
  • Integration with Microsoft 365 apps

Designed For

Anyone who wants to develop an understanding of how the power of Microsoft Copilot AI can be used in business and accounting through hands-on instruction. Bring your laptop!

Prerequisite

None

Advanced Preparation

None
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