Находясь в поиске
Загружаемый контент?
Загрузите наши комплекты функциональных сценариев, руководства по сценариям и ежедневные руководства, чтобы ускорить внедрение Copilot.
Просмотреть загрузкиФинансовый сценарий: Financial insights
Скачать руководство по сценариюДоступен с: Copilot для финансов (включает Copilot для Microsoft 365) Уровень сценария:
Затронутые ключевые показатели эффективности
Расходы на аутсорсинг
Ценная выгода
Экономия затрат
Опыт сотрудников
Using Copilot to financial insights
1. Payment reconciliation
In Excel, use Copilot for Finance to gather financial data from SAP or Dynamics 365 to reconcile data entries across systems.
![Excel icon](/wp-content/uploads/2023/10/icon-excel.png)
Второй пилот в Excel
Copilot for Finance (Preview)
Create a unified view of financial information that is crucial for accurate analysis.
2. Natural language queries
Use Copilot with a connector to the financial system to directly query data for deeper insights.
1ТП40Т2
![Copilot Studio icon](/wp-content/uploads/2024/03/icon-copilot-studio.png)
Copilot Studio SAP plug-in
Allow users to interact with financial data intuitively, making complex data analysis more accessible.
3. Risk assessment
Leverage Copilot to inquire about any potential risks due to recent regulatory changes around privacy and local laws.
1ТП40Т1
Identify potential risks, providing insights that enable proactive risk management.
4. Insight generation
Use Copilot in Word to generate a white paper on new regulatory risks and recommended responses including charts generated by Copilot in Excel.
![Excel icon](/wp-content/uploads/2023/10/icon-excel.png)
Второй пилот в Excel
![Word icon](/wp-content/uploads/2023/07/icon-microsoft-word.png)
Второй пилот в Word
Create clear financial reports, saving time and ensuring that key insights are communicated effectively.
5. Reporting
Turn the Word document into a PowerPoint presentation for a leadership team meeting.
![PowerPoint icon](/wp-content/uploads/2023/07/icon-microsoft-powerpoint.png)
Второй пилот в PowerPoint
Quickly create presentations using Copilot to make a first draft.
6. Decision support
After the meeting, summarize the leadership team’s feedback using Copilot in Teams and then use Copilot in Word to quickly update policy documents.
![Microsoft Teams icon](/wp-content/uploads/2021/02/teams-icon.png)
Второй пилот в командах
![Word icon](/wp-content/uploads/2023/07/icon-microsoft-word.png)
Второй пилот в Word
Model financial outcomes based on various scenarios, providing valuable support for decision-makers.
1Доступ к Copilot по адресу copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Доступ к Copilot по адресу copilot.microsoft.com, мобильное приложение Microsoft Copilot или приложение Copilot в Teams и установите переключатель в положение «Работа».