From Experience to Impact
Browse this gallery of resources built from our own lessons learned. This includes practical guides, briefs, and videos to help you innovate in your daily work.
General resources
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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.
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.
Innovation
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Explore briefsSourcing
Our internal Finance and Finance IT teams have leveraged Microsoft tools to build custom AI solutions within the Microsoft ecosystem, tailored to our underlying systems and data. These solutions enable Sourcing teams to re-architect procurement workflows end-to-end from intake and sourcing decisions through contracting, pricing, and enterprise-wide spend visibility.
Accounting & Finance Operations
Our internal Finance and Finance IT teams have leveraged Microsoft tools to build custom AI solutions within the Microsoft ecosystem, tailored to our underlying systems and data. These solutions enable accounting processes to keep pace with growing transaction volumes and increasing regulatory scrutiny in their continued mission of timely, reliable financial reporting.
Internal Audit
Our internal Finance and Finance IT teams have leveraged Microsoft tools to build custom AI solutions within the Microsoft ecosystem, tailored to our underlying systems and data. These solutions enable Audit teams to focus their expertise on critical judgement, interpretation, and decision support that drive trust in the company’s financials.
Sales Enablement
Our internal Finance and Finance IT teams have leveraged Microsoft tools to build custom AI solutions within the Microsoft ecosystem, tailored to our underlying systems and data. These solutions enable Sales teams to convert manual, expertise-driven steps into standardized, scalable processes
Financial Planning & Analysis
Our internal Finance and Finance IT teams have leveraged Microsoft tools to build custom AI solutions within the Microsoft ecosystem, tailored to our underlying systems and data. These solutions enable FP&A teams to connect data, analysis, and storytelling end-to-end from data ingestion and transformation through executive-ready insights for each of their close cycles.
Videos
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Learning
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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.
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.
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.
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.
