Mastering Microsoft Copilot: Unlocking the Power of the Apps You Use, Microsoft Graph, and AI Agents (On-Demand - CPABC)
Former Title: Mastering Microsoft Copilot: A CPA's Guide to Excel, Word
Overview
This course 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.
Watch a short promotional video of the course here:
Access expires 180 days from purchase date |
Course Description
- 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.
Applicable for
Learning Objectives
- 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
Course Content Created: March 2024
Course Content Updated: August 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
David Trahair, CPA, CAAbout This Product
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Mastering Microsoft Copilot: Unlocking the Power of the Apps You Use, Microsoft Graph, and AI Agents (On-Demand - CPABC)
Former Title: Mastering Microsoft Copilot: A CPA's Guide to Excel, Word
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Overview
This course 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.
Watch a short promotional video of the course here:
Access expires 180 days from purchase date |
Course Description
- 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.
Applicable for
Learning Objectives
- 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
Course Content Created: March 2024
Course Content Updated: August 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
David Trahair, CPA, CAAbout This Product
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.