Mastering Microsoft Copilot

Overview:

Welcome to the first course in the new Fast Track AI for CPAs series, designed to help Canadian accountants harness the full power of AI without the hype or complexity.

This updated and expanded 2025 edition of Mastering Microsoft Copilot goes far beyond the basics. It’s a hands-on, CPA-specific guide to using Copilot inside the Microsoft 365 apps you already rely on, Excel, Word, Outlook, Teams, and PowerPoint. You’ll learn how to save time, improve accuracy, and elevate the quality of your work using the latest AI features.

Since the original release in March 2024, Copilot has evolved dramatically. This course reflects all the major updates as of August 2025, including:

• Full integration with Microsoft Graph
• The introduction of Copilot Agents like Analyst, Prompt Coach, Researcher, and Writing Coach
• Enhanced security and privacy features for professional use
• Real-world demos tailored to CPA workflows

Whether you're analyzing financial data, drafting client communications, prepping for meetings, or building presentations, this course shows you how to do it faster and smarter, with Copilot as your AI-powered assistant.

You’ll also learn when not to rely on Copilot, how to double-check its work, and how to use it responsibly under CPA ethical guidelines.

Enroll now to transform your professional life with enterprise-grade AI tools built for CPAs.

Learning Objectives:

Upon completing this course, you should be able to:

• Understand what Copilot is, how it works, and why Microsoft Graph matters
• Learn how to use Copilot in Excel for financial analysis, cleanup, and trend spotting
• Use Copilot in Word to draft, summarize, and improve client reports and letters
• Manage your Outlook inbox more efficiently with AI-powered summaries and replies
• Work smarter in Teams with meeting recaps, chat summaries, and prep tools
• Create polished PowerPoint presentations from scratch or existing documents
• Explore Copilot Agents and how they supercharge your workflow
• Spot red flags and learn when professional judgment is needed
• Stay up to date with Copilot’s evolving features and roadmap

Who Will Benefit: 

CPAs in Canada who want to master Microsoft Copilot and use AI to enhance productivity, accuracy, and decision-making across financial reporting, tax planning, audit prep, and client communication.