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Draft, analyze, and present with Microsoft 365 Copilot (MS-4018)

This course teaches users how to leverage Microsoft 365 Copilot to draft content, analyze data, and create impactful presentations.

Duration · 1 dayVirtual + In-PersonInstructor-Led

$650

Course Description

This course teaches users how to leverage Microsoft 365 Copilot to draft content, analyze data, and create impactful presentations. Participants will learn practical techniques for using Copilot within Microsoft Word, Excel, PowerPoint, Outlook, Teams, and Microsoft 365 Chat to improve productivity, enhance decision-making, and streamline daily business processes.

Through hands-on exercises and real-world business scenarios, students will gain the skills needed to transform information into actionable insights and professional communications.

— Be First in Line —

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Audience Profile

This course is intended for:

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

Prerequisites

Before enrolling, you should have:

  • Basic experience using Microsoft 365 applications
  • Familiarity with Word, Excel, PowerPoint, Outlook, and Teams
  • Access to Microsoft 365 Copilot (recommended for hands-on exercises)

— What You'll Learn —

Learning Objectives

In this course, you will learn to:

  • 1Use Microsoft 365 Copilot to draft business content efficiently
  • 2Analyze data and generate insights using Copilot
  • 3Create presentations and executive briefings with Copilot
  • 4Improve communication and collaboration across Microsoft 365 applications
  • 5Develop effective prompts to achieve better results
  • 6Summarize information and meetings quickly
  • 7Apply responsible AI practices when working with Copilot
  • 8Increase productivity through AI-assisted workflows

— Day-by-Day —

Course Outline

Module 1

Introduction to Microsoft 365 Copilot

  • Introduction to Generative AI
  • What is Microsoft 365 Copilot?
  • How Copilot Uses Organizational Data
  • Microsoft Graph and Contextual Intelligence
  • Security, Privacy, and Compliance Considerations
  • Responsible AI Principles
  • Copilot Use Cases Across Business Functions
  • Demonstration: Microsoft 365 Copilot Across Applications

Module 2

Draft Content with Microsoft Word and Outlook

  • Microsoft Word
  • Creating Documents from Prompts
  • Drafting Reports and Proposals
  • Writing Executive Summaries
  • Rewriting and Editing Content
  • Improving Clarity and Tone
  • Summarizing Long Documents
  • Microsoft Outlook
  • Drafting Professional Emails
  • Summarizing Email Conversations
  • Creating Follow-Up Communications
  • Prioritizing Email Responses
  • Managing Communication Workflows
  • Hands-On Lab: Creating Business Documents and Communications with Copilot

Module 3

Analyze Data with Microsoft Excel

  • Understanding Copilot in Excel
  • Asking Questions About Data
  • Data Exploration Techniques
  • Trend and Pattern Analysis
  • Formula and Function Assistance
  • Identifying Business Opportunities
  • Creating Executive Summaries from Data
  • Visualizing Insights
  • Hands-On Lab: Analyzing Sales and Operational Data

Module 4

Create Presentations with Microsoft PowerPoint

  • Creating Presentations from Existing Documents
  • Generating Slide Content
  • Structuring Business Presentations
  • Building Executive Briefings
  • Summarizing Research and Reports
  • Enhancing Presentation Design
  • Refining and Editing Slides
  • Hands-On Lab: Building an Executive Presentation with Copilot

Module 5

Collaborate with Teams and Microsoft 365 Chat

  • Microsoft Teams
  • Meeting Summaries
  • Action Item Identification
  • Discussion Recaps
  • Follow-Up Task Generation
  • Project Collaboration
  • Microsoft 365 Chat
  • Enterprise Knowledge Discovery
  • Research and Information Gathering
  • Cross-Application Content Retrieval
  • Project Planning Assistance
  • Daily Productivity Scenarios
  • Hands-On Lab: Managing Projects and Meetings with Copilot

Module 6

Effective Prompting for Drafting, Analysis, and Presentations

  • Prompt Engineering Fundamentals
  • Structuring Effective Requests
  • Providing Context and Objectives
  • Requesting Specific Formats
  • Refining and Iterating Responses
  • Common Prompting Mistakes
  • Business Prompting Best Practices
  • Hands-On Lab: Prompt Design Workshop

Module 7

End-to-End Business Productivity Scenario

  • Managing Information Across Microsoft 365
  • Turning Data into Decisions
  • Creating Executive Communications
  • Building Action Plans
  • Sharing Insights with Stakeholders
  • Best Practices for Daily Productivity
  • Hands-On Lab: Complete Business Workflow Simulation

Module 8

Responsible AI and Productivity Best Practices

  • Responsible AI Principles
  • Human Review and Validation
  • Privacy and Security Awareness
  • Data Protection Best Practices
  • Managing AI Limitations
  • Ethical Use of Generative AI
  • Organizational Governance Considerations
  • Group Discussion: Responsible AI in Everyday Work
  • Capstone Exercise: Draft, Analyze, and Present Business Challenge
  • Capstone Exercise: Participants will complete a comprehensive business scenario using Microsoft 365 Copilot.
  • Activity: Draft a business report in Word
  • Activity: Analyze supporting data in Excel
  • Activity: Create executive communications in Outlook
  • Activity: Develop a presentation in PowerPoint
  • Activity: Summarize meetings and action items in Teams
  • Activity: Use Microsoft 365 Chat to gather organizational information
  • Activity: Present findings and recommendations

— The Big Picture —

Key Takeaways

  • Drafting professional content with Copilot
  • Analyzing data and generating insights
  • Building presentations efficiently
  • Improving collaboration and communication
  • Developing effective prompting skills
  • Applying responsible AI practices

— What You'll Walk Away With —

Skills Gained

  • AI-assisted content creation
  • Business data analysis
  • Presentation development
  • Meeting and communication management
  • Effective prompting techniques
  • Cross-application productivity workflows
  • Responsible AI usage

— Next Steps —

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