Segregation-of-duties conflict review in Excel
Task · SoD review
Time saved · 2-4 hrs per review (estimate, not measured)
⚠️ AI output is a draft only. It must be reviewed and signed off by a qualified reviewer before it is relied on or included in audit documentation.
Steps
- Format your data as an Excel table saved in OneDrive/SharePoint
- Open Copilot in Excel
- Enter the prompt
- Check any formulas and totals Copilot adds
Prompt / template
Using the UserRoles table and the ConflictRules table, list users holding both roles in any conflict pair, and count conflicts by department.
Source · https://support.microsoft.com/en-us/copilot-excel
Last checked · 2026-10-16