Microsoft 365 Copilot is an AI tool integrated into Microsoft 365 applications to help you complete tasks faster and boost your productivity and creativity. The possibilities are endless, but in this blog post, we’ll focus primarily on how you can use the AI assistant as a finance professional.
How can I use Microsoft 365 Copilot as a CFO or finance expert?
Copilot supports many different programs and applications. Below are the key features that are relevant to you:
- In Copilot in Word You can ask questions about the content of documents and even have them summarized in just a few seconds. You can also have financial reports rewritten and request that the tone of voice or style of your reporting be adjusted so that it perfectly aligns with your target audience.
- Financial presentations often contain a lot of text and numbers, which makes it difficult to identify the main conclusion or idea. Ask Copilot in PowerPoint Ask the AI assistant to use bullet points and add more structure. This way, you can turn complex presentations into ones that are easier to digest, have an impact, and stick with your audience. Don’t feel like putting together a full presentation from scratch? With the help of DALL-E, OpenAI’s image generator, you can create one in just a few minutes.
- Long emails containing financial updates and market trends are often interesting, but they take up a lot of time. With Copilot, you can efficiently summarize these emails by Copilot in Outlook.
- In Copilot in Teams You can have a conversation with a coworker summarized—covering up to 30 days—so you can find the key points right away. Plus, you can transcribe meetings in real time and ask questions about the meeting.
- For people who work as CFOs or finance experts, the AI assistant may be most useful in Copilot in Excel, the powerful tool for data visualization and analysis. You don’t have to be a data expert at all to analyze your financial data. Discover in-depth insights, create complex formulas and calculations, and customize columns—you can do it all with Microsoft 365 Copilot.
Wondering how to get started with Copilot for Microsoft 365? Sign up here for our ‘Getting Started with Copilot for Microsoft 365 Training‘which takes place every month!"
In the video below, you'll see how you can easily summarize and analyze your business results in Excel using Microsoft 365 Copilot.
Want to learn more about the creative assistant that uses AI to make your work easier? Here Discover all the features of Copilot for Microsoft 365.
