Alpha Data's Dynamic Financial Reports using Copilot

Transform Financial Reporting with Azure-Powered AI Automation

Alpha Data's Dynamic Financial Reports using Copilot is a professional service offering that helps organizations leverage Microsoft Azure and Microsoft 365 cloud services to modernize their financial reporting and analysis capabilities.

How We Help You Extend Your Microsoft Azure Investment:

Our professional service deploys an enterprise-grade AI solution built on Azure and Microsoft 365 services, including:

• Microsoft Copilot Studio for AI orchestration and prompt flows
• Azure OpenAI (GPT) for contextual report generation and narrative explanations
• Power BI for live dashboards and visual analytics
• Power Platform (Power Automate + Dataverse) hosted on Azure
• Microsoft Graph API for secure data integration
• Azure Active Directory (Entra ID) for authentication and security

Service Delivery & Azure Integration:

This professional service helps you: ✓ Assess your current Microsoft 365, Azure, and ERP/finance system environment ✓ Design and deploy the Dynamic Financial Reports solution on your Azure tenant ✓ Configure Copilot Studio prompt flows and action plugins ✓ Integrate with Dataverse, ERP systems, and Power BI ✓ Build automated data pipelines using Power Automate ✓ Implement Azure security best practices (Entra ID, DLP policies, audit logs) ✓ Train your finance team on natural language report generation ✓ Provide ongoing support and optimization

Key Features Powered by Azure & Microsoft 365:

• Prompt-driven report generation from balance sheets, income statements, and cash flow data • Auto-refresh capabilities with live financial metrics • AI-generated narrative explanations for anomalies and KPIs • Contextual variance analysis and trend detection • Export options to Power BI, Excel, or PDF formats • Role-based access control and secure data handling • Integration with Dataverse and ERP systems (Dynamics 365, SAP, Oracle)

Technical Architecture on Azure:

• Copilot Studio: AI orchestration with prompt engineering and grounding on financial data
• Azure OpenAI (GPT): Natural language processing for report generation and insights
• Power BI: Real-time dashboards, visual analytics, and data modeling
• Power Automate: Cloud flows for data extraction, transformation, and report delivery
• Dataverse (Azure-hosted): Metadata storage, audit trails, and compliance tracking
• Microsoft Graph API: Secure integration with Teams, SharePoint, and business applications
• Azure Security: Entra ID authentication, conditional access, MFA, and DLP policies

Expected Business Outcomes:

• Up to 70% reduction in report preparation time • Consistent, contextual insights for executive decision-making • Faster variance analysis and anomaly detection • Automated compliance and audit trail generation • Cross-department data transparency and collaboration • Enhanced security with Azure-native identity and governance features

Why Alpha Data:

With 43+ years of IT expertise, ISO:9001 and ISO:27001 certifications, and deep Microsoft partnership experience, Alpha Data ensures smooth deployment, knowledge transfer, and ongoing support for your Azure-based financial reporting solution.

Service Includes:

• Requirements assessment and Azure environment review
• Solution design and architecture planning for financial data integration
• Deployment and configuration of Copilot Studio components
• Power BI dashboard development and data model optimization
• Power Automate flow development for data pipelines
• Dataverse setup with custom tables and security roles
• Azure OpenAI integration and prompt engineering
• Microsoft Graph API integration for Teams/SharePoint
• User training and change management support
• Post-deployment optimization and managed services

This professional service maximizes your investment in Microsoft Azure and Microsoft 365 by transforming financial reporting into an intelligent, automated, and secure business process powered by AI.