Rank#3,346of 3,449
MicrosoftProductionEvidence: Low40/100

Training The Street: Microsoft 365 Copilot AI Training for Finance Professionals

Use case typeCompliance automationUpdated Jun 13, 2026

Training The Street designed and delivered a specialized AI training curriculum for finance professionals featuring Microsoft 365 Copilot. The training focused on practical finance use cases such as data analysis, research, document drafting, and meeting summarization using Microsoft 365 Copilot integrated in Excel, Word, Outlook, PowerPoint, Teams, and Edge. The curriculum included hands-on exercises, real-world examples, and strategies for maximizing Copilot's effectiveness in finance workflows.

Organization
Training The Street
Industry
Finance
Location
United States
Published
March 2024

Reported outcomes

Strategic outcomes

New product / capabilityAdopted AI-powered finance workflowsSpeed & agilityExpedited finance workflowsBetter decisions & insightImproved decision-making efficiencyCompetitive differentiationGained competitive advantages
Why do we believe this deployment?Customer identity, provider attribution, maturity, and source checks
Customer
Training The Street
Provider
Microsoft
Maturity
Production
Linked source
Training The Street

The challenge included enhancing operational efficiency and enabling informed decision-making in a rapidly evolving finance industry

Customer identity supportedSource describes one deploymentMaturity supported

Primary read

Use case focus

Showing 3 of 3

  • 1AI Training
  • 2Productivity Improvement
  • 3Finance Automation
  • Finance professionals needed to leverage AI and Copilot within Microsoft 365 to improve productivity and automate manual data analysis and communication tasks.
  • The challenge included enhancing operational efficiency and enabling informed decision-making in a rapidly evolving finance industry.
  • Training The Street delivered a tailored AI and Copilot training program designed by finance experts, focusing on practical applications within finance tasks.
  • The training taught how to use Copilot in Microsoft Excel for automating data tasks, in Word and Edge for research, and in Outlook, PowerPoint, and Teams for communication and meeting management.
  • The curriculum included instruction on prompt engineering, managing AI risks, and securing corporate data while using Copilot.
Technologies
Microsoft 365 CopilotExcelWordOutlookPowerPointTeamsEdge
  • Finance professionals who completed the training significantly expedited workflows and improved decision-making efficiency.
  • Organizations benefited from improved operational efficiency and gained competitive advantages through AI-powered automation.
  • The training enabled finance teams to stay ahead in an evolving technological landscape, effectively adopting AI-powered tools.
Sources & evidence1
Evidence: Low40/100Evidence strength
  • Customer explicitly identified
  • Deployment status explicitly supported
  • Technical implementation details available
Published: Mar 19, 2024Publisher: Training The Street
Primary source

AI-generated summary. Verify important details with the linked sources before relying on this case.

Explore related AI use cases
Customer evidence
More from Training The Street
Provider evidence
Microsoft provider pageMicrosoft ranked cases
Market context
Finance AI use casesFinance industry insightsUnited States country insights
AI patterns
Copilot
Browse the catalog
All AI use casesAI use-case typesCompliance automation use cases

Was this useful?

Community

Comments

No published comments yet.