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 course will teach you 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 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation, you will be able to...
- Recognize the features and benefits of using Microsoft Copilot
- Identify practical applications for Microsoft Copilot in accounting, finance, and tax
Major Topics
The major topics that will be covered in this course include:
- 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
