Field-Tested Resources

Videos coming soon

Videos coming soon

Our AI Journey In Finance

This presentation showcases how Microsoft’s finance organization is modernizing operations through digital transformation, with a focus on automation, centralized procurement, and integrated platforms. It highlights the launch of several Microsoft AI solutions and highlights the outcomes. It invites finance professionals to engage in peer-to-peer discussions and collaborate on leveraging emerging technologies to reduce costs, improve efficiency, and drive performance.

CEO Summit - CFO perspective on how to unlock business value with AI

This presentation highlights how AI is transforming finance to unlock business value. It outlines the evolving role of CFOs in driving innovation, efficiency, and measurable outcomes across functions—from quote-to-cash and record-to-report to tax, treasury, planning, and compliance. The deck showcases real-world AI-enabled use cases within Microsoft Finance, quantifying impact through time savings, accuracy gains, and process improvements. It also provides actionable insights on data governance, cultural transformation, and AI adoption strategies, supported by examples of Microsoft Copilot prompts and integrated Azure solutions. This resource is designed to inspire finance leaders to lead with AI and reimagine value creation across the enterprise.

Prompt Engineering

This brief explores how prompt engineering—a method of crafting clear, goal-oriented instructions for AI tools—can empower finance professionals to work more efficiently and insightfully. By leveraging Microsoft Copilot and other generative AI technologies, finance teams can automate routine tasks, generate tailored reports, and extract meaningful insights from complex data. The document emphasizes that prompt engineering is not just a technical skill but a strategic capability, enabling finance leaders to drive innovation, improve decision-making, and stay competitive in a rapidly evolving digital landscape.

Data Driven Innovation

The brief outlines how finance professionals and citizen developers can harness data-driven innovation to solve everyday business challenges using tools like SharePoint, Power Apps, and Power Automate. It introduces a practical, non-technical framework for identifying opportunities, evaluating processes, and designing solutions that leverage data to improve decision-making, streamline operations, and enhance customer experiences. Through a two-part structure—building blocks for opportunity assessment and a real-world case study—the document empowers users to understand the value of data-driven efforts and prepare for implementation. Common finance applications include customer insights, financial close analysis, compliance risk management, and forecasting.

Generative AI Fundamentals

This brief introduces the foundational concepts of generative AI, highlighting its transformative potential across industries—particularly in finance. It explains how generative AI differs from traditional AI by focusing on the creation of new content, such as text, images, and models. The document outlines practical applications including fraud detection, credit risk modeling, algorithmic trading, customer service automation, forecasting, personalized marketing, document analysis, and portfolio management. It also features a case study from Microsoft’s Audit, Risk, and Compliance team, showcasing real-world implementation. Designed as a primer, the brief emphasizes that generative AI is not just a future innovation but a present-day tool reshaping how organizations operate and make decisions.

Security and Responsible AI Considerations for Finance professionals

This brief outlines how finance professionals can responsibly and securely integrate AI into their workflows by aligning with Microsoft’s Secure Future Initiative (SFI) and Office of Responsible AI (RAI). It emphasizes the dual imperative of protecting financial data and ensuring ethical AI deployment, guided by principles such as fairness, reliability, privacy, inclusiveness, transparency, and accountability. The document also highlights practical applications using Microsoft Finance Agents and Copilot Studio, encouraging finance teams to champion responsible AI practices that build trust and uphold compliance while driving innovation.

Driving AI Success with Microsoft: Real-World Business Impact

This LinkedIn Learning course highlights how Microsoft is using AI to transform core business functions such as HR, Finance, Customer Service, Sales, Marketing, Operations, and IT. Featuring insights from senior Microsoft leaders, it presents real-world use cases—like demand forecasting, content generation, and document processing—that demonstrate how AI delivers measurable ROI. The course emphasizes the value of human-AI collaboration in boosting productivity, reducing costs, and building a future-ready workforce.

Define a Microsoft AI strategy to create business value in finance

This module is designed to help finance professionals understand and adopt Microsoft AI solutions. It covers key AI use cases in financial services, introduces relevant tools like Azure OpenAI Service, and shares real-world success stories from companies such as Swift and Manulife. The content is structured to guide users through defining an AI strategy that creates business value, with short lessons and an assessment to reinforce learning.

2025: The Year the Frontier Firm is Born

This report explores how AI is reshaping the future of work, introducing the concept of the "Frontier Firm"—organizations powered by AI agents and human-agent teams. It outlines a three-phase journey where AI evolves from assistant to autonomous collaborator, transforming workflows, roles, and organizational structures.

The Art and Science of Working with AI

This article from Microsoft WorkLab explores how AI—particularly Microsoft 365 Copilot—is transforming the way we work. It emphasizes that effective use of AI is both an art and a science, requiring thoughtful prompting, iteration, and collaboration. Drawing on insights from Microsoft leaders and real-world usage data, it outlines best practices for crafting prompts, highlights the evolving role of AI as a productivity partner, and encourages leaders to foster new work habits that embrace AI’s potential to reduce cognitive load and enhance creativity.

Copilot Prompt Gallery

This page showcases a curated collection of ready-to-use prompts designed to help users get the most out of Microsoft Copilot across various business scenarios. It includes categorized examples for tasks like drafting financial reports, creating presentations, writing emails, and conducting risk assessments. The gallery also offers tips for crafting effective prompts—such as being specific, providing context, and guiding the tone—to help users tailor Copilot’s responses to their needs.

AI Trends

This LinkedIn Learning course offers a dynamic, ongoing series where top AI experts explore the latest developments in artificial intelligence. With contributions from professionals like Morten Rand-Hendriksen, Vilas Dhar, and Xavier Amatriain, the course covers topics such as prompt engineering, ChatGPT plugins, GitHub Copilot, and the ethical and practical implications of AI in the workplace. Designed for beginners and updated regularly, it helps learners identify the most relevant AI tools and strategies for their organizations.

Leveraging Generative AI in Finance and Accounting

This LinkedIn Learning course offers a practical and strategic overview of how generative AI is transforming finance and accounting. It covers foundational concepts, ethical and compliance considerations, and real-world applications such as analyzing SEC filings and generating financial forecasts. Designed for beginner to intermediate learners, the course emphasizes the integration of data science with domain expertise.

Microsoft Policy Assistant

The Microsoft Policy Assistant is an AI-powered tool designed to help employees quickly and accurately find policy information and guidance. It centralizes access to policy content and provides a guided experience that clarifies policy questions, offers exception pathways, and enables feedback to improve future interactions. This solution addresses the challenge of navigating complex policy documentation and reduces the need for manual support from compliance teams.

Deal Document Inspection

This project supports compliance reviews by automating the inspection of deal-related documents such as purchase orders and tenders. It assists the Secondary Review Desk by extracting, translating, and comparing data from internal and external sources, identifying inconsistencies or missing information. The tool streamlines the review process, allowing teams to focus on higher-risk and more complex deals.

Sourcing Strategy Recommendation

The Sourcing Assistant simplifies supplier selection by analyzing new business requirements in the context of historical sourcing data. It recommends whether to pursue or decline bids and helps identify optimal suppliers. By reducing the need for manual RFx processes, the tool enables faster and more informed sourcing decisions across procurement teams.

Financial Insights Assistant

This assistant provides a centralized platform for finance teams to explore and analyze data across multiple systems. It integrates various content sources and enables users to perform advanced analysis through a unified interface. The solution is designed to scale across finance organizations and adapt to different business needs, offering a consistent and efficient way to derive insights from complex data.

Financial Forecasting

This forecasting solution replaces manual spreadsheet-based processes with a standardized, collaborative framework. It aligns forecasting methodologies across regions and teams, enabling consistent and transparent projections. The tool supports faster iterations and reduces subjectivity by introducing structured workflows and data-driven forecasting models.

Intelligent Collections

The Intelligent Collections project enhances the Quote-to-Cash process by consolidating collection activities into a single interface. It automates routine tasks such as case assignment, transaction summarization, and customer communication. This allows collection agents to focus more on customer engagement and less on administrative work, improving the overall efficiency of the collections process.