PPT-Finance | Optimize your financial operations (Microsoft Copilot only)

1 Automate workflows 6 Due Diligence 2 Financial analysis 5 Communicate insights 3 Stay uptodate with news and trends 4 Gather competitor information Microsoft Copilot Use Microsoft Copilot to write a python script to automate. Copilot for Microsoft 365. 8:00 am. Dave has missed an important product launch meeting and needs to learn what happened. . Example prompt . What decisions were made . in this meeting. Were there any disagreements on the decisions. List the pros... 2. Strategic campaign briefs. 1. Audience segmentation. 3. Content creation and refinement. 5. Collaborative campaign review. 4. Data-driven insights. Microsoft 365 Copilot and Copilot Studio. Collaborate with your marketing team using Copilot in... 1. Summarize and prioritize emails. 6. Monitor and analyze inventory data. 2. Review and respond. 5. Marketing copy for new products. 3. Review purchasing agreements. 4. Manage contract signatory process. Streamline service adoption (Microsoft Copilot only). 1. 1. Research. 6. Code Review. 2. Create IT Documentation . 5. Backup and Recovery. 3. User Training. 4. IT Inventory Management. Microsoft Copilot. 1. Research regulation. 6. Create external communications. 2. Prepare comprehensive analysis. 5. Develop risk assessment strategies . 3. Collaborate with stakeholders. 4. Create internal guidelines. Microsoft 365 Copilot and Copilot Studio. 1. Meet with the counterparty. 6. Finalize the agreement. 2. Draft term sheet. 5. Finalize negotiations. 3. Conduct negotiations. 4. Surface legal insights. Microsoft 365 Copilot. Use Copilot in Teams to transcribe the notes during the meeting to... 1. Define investment opportunity. 6. Test the business case. 2. Gather project information. 5. Produce summary report. 3. Gather financial data. 4. Produce forecast trends. Microsoft 365 Copilot for Finance. 1. Access Copilot at Copilot.Microsoft.com, from the Windows taskbar or Edge browser, or in the Copilot app in Teams, and set toggle to “Work”.. Copilot for Microsoft 365 . (with Copilot Studio plug-ins). Sales forecast. Production planning. Forecast adjustments. Production scheduling. Inventory planning. Microsoft 365 Copilot and Copilot Studio. Summarize sales forecast and export . to Copilot Pages. Tag sales, marketing, and other supply team... Microsoft 365 Copilot. Buy . 1. Consolidate project scope . 6. Send a post-meeting recap. 2. Baseline project milestones . 5. Meet with key project stakeholders. 3. Assess key risks/issues . 4. Create a presentation. Copilot for Microsoft 365. Get started . 1. Consolidate project scope . 6. Send a post-meeting recap. 2. Baseline project milestones . 5. Meet with key project stakeholders. 3. Assess key risks/issues . Organisation Chart. Finance Structure. Gregor Caldow. Executive Director of Finance. 4 x Heads of Finance - Colleges. (Indirect Reporting Line). Craig Chapman- Smith. Director of Strategy, Implementation & Risk. 1. Recap meeting. 6. Draft an email. 2. Discover documents. 5. Generate a training presentation. 3. Create training document. 4. Brainstorm FAQs. Microsoft 365 Copilot. Catch up on a missed meeting where a new financial work tool was demoed to the... 1. Payment reconciliation. 6. Decision support. 2. Natural language queries. 5. Reporting. 3. Risk assessment. 4. Insight generation. Microsoft 365 Copilot for Finance and Copilot Studio. In Excel, use Copilot for Finance to gather financial data...