For a Finance team launching an application
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For a Finance team launching an application

Author : debby-jeon | Published Date : 2025-06-23

Description: For a Finance team launching an application requires coordination and AI can help Copilot can assist with planning and collaboration throughout the process as well as content creation for the launch Finance Buy Microsoft 365 Copilot

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Transcript:For a Finance team launching an application:
For a Finance team launching an application requires coordination and AI can help. Copilot can assist with planning and collaboration throughout the process as well as content creation for the launch. Finance Buy Microsoft 365 Copilot Launch a new Accounting app Action: Review the main topics discussed. Recap meeting Catch up on a missed meeting where a new financial work tool was demoed to the department. Discover documents Ask Copilot to identify all documents associated with the new financial tool and summarize the relevant documents to be used in a self-serve training presentation. Example prompt: Draft a training document for the specified audience that covers topics associated with user onboarding and adoption. Create training document Have Copilot generate a training outline and draft content associated with the tool documentation. Example prompt: Summarize the relevant documents and topics associated with the new tool. Example prompt: Drafting with Copilot: Draft an email notifying users of the new training content and ask them for feedback by the end of the week. Draft an email Solicit feedback from a small group of users to refine the training presentation. Generate a training presentation Turn the Microsoft Word document into a great training presentation including relevant visualizations and images. Example prompt: Brainstorm frequently asked questions for a new financial work tool. Brainstorm FAQs Use Copilot to create a FAQ section to address potential blockers and common issues a new user may encounter. Add this to the MS Word document. Example prompt: Create a presentation from [tooltraining.docx]. Then, add an image of the process to illustrate the workflow. Value benefit KPIs impacted Copilot in Teams Copilot Chat2 Copilot Chat2 Copilot in PowerPoint Copilot in Outlook Copilot Chat1

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