Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs

Overview

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.

This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.

Highlights

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

Prerequisites

None

Designed For

Anyone who wants to develop an understanding of how the power of Microsoft Copilot AI can be put to use in business and accounting through hands-on instruction. Bring your laptop!

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
  

Preparation

None