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
Explore resources
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
Explore storiesBriefs
Explore briefsAnalyst, Researcher and Finance in M365 Copilot
This Brief introduces Microsoft’s role-based AI solutions. Analyst, Researcher, and Finance in M365 Copilot are designed to help finance professionals simplify and accelerate daily work. It explains how Analyst enables advanced quantitative tasks like forecasting, variance analysis, and financial modeling without requiring coding expertise. It also describes how Researcher synthesizes large volumes of internal and external data to generate insights, strategies, and executive-ready reports in minutes. Finally, it highlights how Finance in M365 Copilot streamlines variance analysis and reconciliation, enabling finance teams to deliver faster, clearer, and more data-driven insights for leadership.
Data Driven Innovation
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.
Security and Responsible AI Considerations for Finance professionalss
This Brief outlines how finance professionals can adopt Generative AI securely and responsibly by applying Microsoft’s Secure Future Initiative (SFI) and Office of Responsible AI (RAI) frameworks to real finance scenarios. It explains why security and responsible AI are critical in finance given the sensitivity of financial data and the rapid expansion of AI-driven use cases, emphasizing the need to manage risk while unlocking value. The brief introduces SFI’s core principles - secure by design, secure by default, and secure operations and highlights how they help protect identities, data, networks, and systems across AI-enabled finance solutions. It also describes how Responsible AI principles such as fairness, transparency, privacy, and accountability can be practically applied through tools like Finance Agents and Copilot Studio to build ethical, trustworthy AI in finance.
Videos
Explore videos
Learning
Explore learning
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.
