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Craft effective prompts for Microsoft 365 Copilot (MS-4005)

This course teaches users how to create effective prompts that maximize the value of Microsoft 365 Copilot.

Duration · 1 dayVirtual + In-PersonInstructor-Led

$650

Course Description

This course teaches users how to create effective prompts that maximize the value of Microsoft 365 Copilot. Participants will learn the principles of prompt engineering, how to structure prompts for different business scenarios, and how to refine Copilot responses to improve productivity, communication, collaboration, and decision-making. Through hands-on exercises and real-world use cases, students will develop practical prompting skills they can immediately apply across Microsoft 365 applications.

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Audience Profile

This course is intended for:

  • Microsoft 365 Users
  • Business Professionals
  • Managers
  • Team Leads
  • Executives
  • Administrative Staff
  • Project Managers
  • Knowledge Workers
  • End Users

Prerequisites

Before enrolling, you should have:

  • Basic familiarity with Microsoft 365 applications
  • Experience using Outlook, Word, Excel, PowerPoint, and Teams
  • Familiarity with Microsoft 365 Copilot capabilities is helpful but not required

— What You'll Learn —

Learning Objectives

In this course, you will learn to:

  • 1Understand how Microsoft 365 Copilot generates responses
  • 2Apply prompt engineering fundamentals
  • 3Create effective prompts for common business tasks
  • 4Improve the quality and accuracy of Copilot outputs
  • 5Refine prompts through iterative conversations
  • 6Use prompts effectively within Word, Excel, PowerPoint, Outlook, Teams, and Microsoft 365 Chat
  • 7Apply role-based prompting strategies
  • 8Follow responsible AI and data governance best practices

— Day-by-Day —

Course Outline

Module 1

Introduction to Microsoft 365 Copilot and Prompt Engineering

  • Introduction to Generative AI
  • How Microsoft 365 Copilot Works
  • Understanding Large Language Models
  • The Importance of Prompt Quality
  • Copilot Strengths and Limitations
  • Prompt Engineering Fundamentals
  • Common Business Applications
  • Demonstration: Comparing Effective and Ineffective Prompts

Module 2

Anatomy of an Effective Prompt

  • Components of Effective Prompts
  • Goal
  • Context
  • Audience
  • Format
  • Tone
  • Constraints
  • Defining Desired Outcomes
  • Providing Business Context
  • Requesting Specific Formats
  • Setting Expectations for Responses
  • Avoiding Ambiguous Requests
  • Hands-On Lab: Building Structured Business Prompts

Module 3

Refining and Improving Prompt Results

  • Conversational Prompting Techniques
  • Iterative Prompt Development
  • Expanding Responses
  • Summarizing Information
  • Rewriting and Reframing Content
  • Improving Clarity and Accuracy
  • Troubleshooting Poor Results
  • Prompt Optimization Strategies
  • Hands-On Lab: Prompt Refinement Workshop

Module 4

Prompting in Microsoft Word and Outlook

  • Microsoft Word
  • Drafting Reports
  • Creating Proposals
  • Executive Summaries
  • Editing and Rewriting Content
  • Formatting Requests
  • Microsoft Outlook
  • Drafting Professional Emails
  • Summarizing Email Threads
  • Creating Follow-Up Messages
  • Improving Tone and Clarity
  • Managing High-Volume Communications
  • Hands-On Lab: Creating Business Documents and Communications

Module 5

Prompting in Excel and PowerPoint

  • Microsoft Excel
  • Asking Questions About Data
  • Formula Assistance
  • Trend Analysis
  • Data Summarization
  • Report Generation
  • Microsoft PowerPoint
  • Creating Presentations from Documents
  • Developing Slide Content
  • Structuring Business Presentations
  • Executive Briefings
  • Presentation Refinement
  • Hands-On Lab: Data Analysis and Presentation Creation

Module 6

Prompting in Teams and Microsoft 365 Chat

  • Microsoft Teams
  • Meeting Summaries
  • Action Item Extraction
  • Discussion Recaps
  • Follow-Up Planning
  • Microsoft 365 Chat
  • Research Assistance
  • Enterprise Knowledge Discovery
  • Cross-Application Information Retrieval
  • Project Support and Planning
  • Hands-On Lab: Collaborative Productivity Scenarios

Module 7

Role-Based Prompting Strategies

  • Executives and Leaders
  • Strategic Planning
  • Executive Briefings
  • Decision Support
  • Project Managers
  • Project Updates
  • Risk Assessments
  • Status Reporting
  • Sales Professionals
  • Customer Research
  • Proposal Development
  • Opportunity Analysis
  • Human Resources
  • Employee Communications
  • Policy Summaries
  • Training Content
  • Marketing Teams
  • Campaign Planning
  • Content Development
  • Audience Messaging
  • Interactive Exercise
  • Department-Specific Prompt Design Workshop

Module 8

Responsible AI and Prompting Best Practices

  • Responsible AI Principles
  • Reviewing AI-Generated Content
  • Privacy and Data Protection
  • Security Considerations
  • Human Validation of Results
  • Avoiding Sensitive Data Exposure
  • Organizational Governance Policies
  • Prompting Best Practices Checklist
  • Group Discussion: Responsible AI in Daily Work
  • Capstone Exercise: Microsoft 365 Copilot Prompting Challenge
  • Capstone Exercise: Participants will complete a business scenario requiring the use of multiple Microsoft 365 applications and advanced prompting techniques.
  • Activity: Create structured prompts
  • Activity: Refine AI-generated outputs
  • Activity: Analyze business information
  • Activity: Generate communications and reports
  • Activity: Build presentation content
  • Activity: Present productivity improvements achieved

— The Big Picture —

Key Takeaways

  • Understanding prompt engineering fundamentals
  • Structuring prompts for business outcomes
  • Improving Copilot response quality
  • Using Copilot effectively across Microsoft 365 applications
  • Applying role-specific prompting techniques
  • Following responsible AI practices

— What You'll Walk Away With —

Skills Gained

  • Prompt engineering for Microsoft 365 Copilot
  • AI-assisted communication and content creation
  • Data analysis and reporting prompts
  • Presentation development prompts
  • Collaboration and meeting management prompts
  • Responsible AI usage and governance awareness

— Next Steps —

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Note: Course outlines are provided as a general guide. Content, pacing, labs, and instructional emphasis may vary based on instructor expertise, student experience levels, and customer-specific learning objectives.

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