Empower your workforce with Microsoft 365 Copilot: Executives Use Case

This Microsoft Learn module teaches finance leaders and C-suite executives how to use Microsoft 365 Copilot to handle the information overload of strategic leadership — synthesizing team communications, preparing board-ready reports, and analyzing budgets at speed. Two hands-on exercises walk you through using Copilot in Teams to consolidate project updates and cross-team insights into executive summaries, using Copilot in Word to draft executive briefing reports, using Copilot in Excel to run budget forecast scenarios, and building a Business Insights agent in Copilot Studio that answers on-demand financial questions. By the end, you will have a repeatable Copilot workflow for faster, better-informed executive decisions.