NA-CPL1D-SCTP Using Copilot in M365 for Tax Professionals (Generative AI Tools for Productivity Improvement)
TGS-2025057249
Course Overview
ABOUT THIS COURSE
**This course is only for tax professionals who already have a M365 Copilot license. You would be required to bring your laptop to class.
This course is designed to equip tax professionals who are new Microsoft 365 Copilot users with the essential skills to improve everyday work productivity using Microsoft 365 Copilot across commonly used M365 applications (Microsoft Chat, Outlook, Teams, Word, PowerPoint and Excel).
This course is an SSG-funded course for Singapore Citizens/Permanent Residents.
Training Type
Classroom
Mode of Assessment
Practical and Written Assessment
Who Should Attend
Tax professionals who are new to Microsoft 365 Copilot to learn key functions of Microsoft 365 Copilot in typical Microsoft 365 apps for personal productivity.
Course Duration
1 Day
Total Training Duration (Hour)
8 Hours
Course Outline
Introduction to Copilot for Microsoft 365 and how it works
Responsible use of AI – Understand ethical and accountable use and limitations
Copilot in Outlook
- Using Copilot for email summaries, drafting emails and coaching by Copilot.
Copilot in Word
- Using Copilot to draft new documents, create new documents referencing existing documents, summarise Word document(s) and analyse multiple Word files.
Copilot in PowerPoint
- Using Copilot to create presentation decks from existing documents and/ or referencing websites, summarising PowerPoint decks and adding additional slides using Copilot in PowerPoint.
Copilot in Excel
- Using Copilot to perform tax-related functions.
Copilot in Teams and Chat
- To recap and summarise meetings and other day-to-day activities to elevate one’s work productivity, for example, keeping one up to date on schedules, projects, tasks and deadlines.
SCTP reserves the right to vary any aspect of the event should the situation warrant or due to unforeseen circumstances. This includes, but is not limited to, the following: cancelling the programme, changing the venue, speakers, programme dates, fees, and CPE hours. SCTP will take reasonable efforts to notify participants of the changes.
Course Learning Outcome
- Determine problems in current workflows and software that Generative AI can address
- Track the latest advancements and best practices in Generative AI technologies
- Utilise Generative AI tools to tackle identified issues and enhance efficiency in specific tasks
- Develop a proposal to convince management to adopt the AI tools explored formally
Pre-requisites
Participants have access to their Microsoft 365 Copilot to engage effectively in the hands-on exercises during this workshop.
Medium of Instruction & Trainer
English
Additional Notes
Courseware
Microsoft Official Curriculum
Lab
Microsoft Labs
Course Pre-Requisites
Price
| Discount / Promotion Fee (Apply to original fee only) |
Fee Payable After Discount / Promotion (Before GST) | |
|---|---|---|
| Promo Price | $500.00 | |
| Course Fee Payable | ||
| Original Fee | Before GST | With GST (9%) |
| Course Fee | $600.00 | $654.00 |
| Individual Pricing (Fee payable to Training Provider) | Before GST | With GST (9%) |
| SCs and PRs >= 21 years old | $300.00 | $354.00 |
| SCs >= 40 years old | $180.00 | $234.00 |
| Corporate Pricing (Fee payable to Training Provider) | ||
| SME | Before GST | With GST (9%) |
| SMEs | $180.00 | $234.00 |
| Non-SME | Before GST | With GST (9%) |
| SCs >=40 years old | $180.00 | $234.00 |
| SCs and PRs | $300.00 | $354.00 |
All Singaporeans aged 25 and above can use their $500 SkillsFuture Credit from the government to pay for a wide range of approved skills-related courses. Visit the SkillsFuture Credit website (www.skillsfuture.sg/credit) to choose from the courses available on the Training Exchange course directory.
Please note that prices are subjected to change.