AI Instructor Live Labs Included

MS-4004 Empowering Workforce with Copilot Finance Focus

Master Microsoft 365 Copilot for finance tasks including financial analysis, contract evaluation, scenario modeling, and reporting.

Beginner

5h 45m

4 Lessons

MS-4004-FI

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About This Course

Learn how finance professionals can leverage Microsoft 365 Copilot to optimize financial reporting, analyze product lines, model acquisition scenarios, evaluate vendor contracts, create presentations, and turn insights into actions. This course covers real-world finance use cases across Excel, Teams, Copilot Chat, PowerPoint, Loop, and Outlook.

Course Curriculum

4 Lessons

AI Lesson

Optimize Financial Reporting

1h 0m

AI Agent lesson covering Exercise 1 of the MS-4004 Finance module: Optimize financial reporting and acquisition modeling using Microsoft 365 Copilot.

Lab Exercise

Optimize Financial Reporting - Lab Exercises

1h 55m 4 Exercises

Lab exercises for Exercise 1 of the MS-4004 Finance module: Optimize financial reporting and acquisition modeling using Microsoft 365 Copilot.

Use Copilot in Excel to analyze new product line COGS Analyze Cost of Goods Sold (COGS) estimates for Fabrikam's new EcoSmart product line using Copilot in Excel to identify top cost drivers and generate management-ready summaries. ~20 min

Use Copilot in Teams to summarize meeting notes Use Copilot in Teams to summarize meeting notes from a Finance department discussion about year-end financial analysis and reporting requirements. ~15 min

Use Copilot Chat to analyze a potential acquisition Use Microsoft 365 Copilot Chat to analyze and summarize a business perspective document for a potential acquisition of Relecloud, covering financial data, operations analysis, and integration planning. ~15 min

Use Copilot in Excel to model What-If scenarios Use Copilot in Excel to update Relecloud acquisition financials with what-if scenarios including adjusted EBITDA multiples, synergy savings delays, and increased operating expenses. ~20 min

AI Lesson

Contract Analysis

1h 0m

AI Agent lesson covering Exercise 2 of the MS-4004 Finance module: Streamline contract analysis and negotiation using Microsoft 365 Copilot.

Lab Exercise

Contract Analysis - Lab Exercises

1h 50m 4 Exercises

Lab exercises for Exercise 2 of the MS-4004 Finance module: Streamline contract analysis and negotiation using Microsoft 365 Copilot.

Use Microsoft 365 Copilot Chat to evaluate vendor contracts Use Copilot Chat to compare two vendor contracts from Adatum Corporation and Contoso Ltd., identifying key differences in pricing, delivery, warranties, and liability terms. ~20 min

Use Copilot in PowerPoint to create an executive presentation Use Copilot in PowerPoint to generate an executive presentation summarizing contract comparison findings with risk mitigation recommendations for Finance leadership. ~15 min

Use Copilot in Loop to turn insights into actionable content Use Copilot in Microsoft Loop to turn contract analysis insights into structured, collaborative content covering negotiation strategy, risk mitigation, and communication planning. ~15 min

Use Copilot in Outlook to create an email that requests feedback Use Copilot in Outlook to draft and refine a professional email requesting feedback from Finance colleagues on the contract comparison presentation. ~15 min

$29.99 / 3 months access

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This course includes:

24/7 AI Instructor Support
Live Lab Environments
4 Hands-on Lessons
3 Months Access
Completion Badge
Certificate of Completion
7-Day Free Trial Available

Earn Your Badge

Complete all lessons to unlock the MS-4004 Copilot Finance Focus Completion achievement badge.