AI for Finance Professionals: Copilot Advanced

Description

Once finance professionals are comfortable with Copilot basics, the next step is learning how to use it at a higher level: advanced prompting, built-in agents like Analyst and Researcher, and custom-built Copilot agents that automate repeatable workflows. These are the techniques that turn Copilot from a productivity assistant into a meaningful workflow accelerator.

This hands-on course continues to build the skills needed to incorporate Copilot into day-to-day finance workflows, with a focus on advanced prompt engineering techniques and Copilot Agents. Participants will learn how to apply advanced prompt engineering within Copilot Chat and across Microsoft applications.

By the end of the session, participants will not only understand what Copilot agents are, but also be able to review, install, and use pre-built agents and create, configure, use, and share their own custom-built agents using Copilot Studio Lite and Copilot Studio.

What you will learn

Advanced Prompt Engineering

• Techniques for maximizing accuracy and efficiency in responses
• Applying advanced prompting within Copilot Chat
• Working with Copilot across Microsoft applications

Advanced Built-in Functionality

• Analyst agent
• Researcher agent
• Custom Instructions and Memory
• Scheduling

Copilot Chats, Notebooks, and Agents

• Understanding the differences between each
• When to use Chats versus Notebooks versus Agents
• Organizing workflows across all three

Working with Pre-built Copilot Agents

• Introduction to AI-based Copilot Agents
• Reviewing and installing pre-built agents
• Applying agents to increase efficiency and productivity

Building Custom Copilot Agents

• Designing an agent for a specific workflow
• Configuring with Copilot Studio Lite
• Building more advanced agents with Copilot Studio
• Testing, publishing, and sharing custom agents

What's New in Copilot

• Review of the most recently released features
• Practical implications for finance workflows