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Objective

This course focuses on leveraging Microsoft 365 Copilot to enhance sales forecasting, marketing analytics, and financial decision-making. Participants will learn practical applications and hands-on techniques to optimize business processes.

Course Highlights

• 1. Copilot Fundamentals for Business Functions

  • Copilot Overview: Key features for business functions.
  • Integration with Microsoft Office: How Copilot supports reporting and collaboration.
  • AI-driven Productivity: Automating repetitive tasks and generating insights.
  • Use Cases: Examples in CRM, campaign planning, and budgeting.

  2. Sales Forecasting and Marketing Analysis

  • Sales Forecasting: Leveraging historical data for projections in Excel and Copilot.
  • Pipeline Management: Automating updates and summaries in Teams.
  • Marketing Analytics: Campaign ROI analysis, segmentation, and trend visualization.
  • Power BI Integration: Creating dashboards with Copilot assistance.
  • Best Practices: Ensuring data accuracy and actionable insights.

  3. Financial Insights and Process Optimization

  • Financial Reporting: Automating monthly and quarterly reports.
  • Cash Flow Analysis: Using Copilot for scenario planning.
  • Expense Optimization: Identifying cost-saving opportunities.
  • Compliance and Risk Management: Ensuring secure financial workflows.
  • Integration with Excel with Finance: Advanced use cases.

  4. Hands-on Lab: Data Summarization and Reporting

  • Scenario 1: Generate a sales forecast report in Excel.
  • Scenario 2: Summarize marketing campaign performance in PowerPoint.
  • Scenario 3: Create a financial dashboard using Power BI and Copilot.
  • Scenario 4: Automate compliance checks for financial documents.

  5. Best Practices, Q&A

  • Discussion: Common challenges in sales, marketing, and finance.
  • Best Practices: Data governance, security, and workflow optimization.
  • Q&A

Date & Time

9 March 2026, 14:00-17:30

Duration

Total 3.5 hours

Venue

HKPC Building, 78 Tat Chee Avenue, Kowloon Tong

Medium

Cantonese

Course Fee

HK$1,500

Course Instructor

Dr Patrick TSOI, he is a trainer with over 28 years hands-on data science, Big Data and programming experiences. He is a Doctor of Education graduate from the Hong Kong Baptist University, Master in IT Education graduate from the University of Hong Kong and B.Eng in System Engineering and Engineering Management from the Chinese University of Hong Kong.