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Empower your workforce with Microsoft 365 Copilot Use Cases (MS-4004)

This course helps employees understand how to effectively use Microsoft 365 Copilot to improve productivity, streamline daily tasks, enhance collaboration, and make better business decisions.

Duration · 1 dayVirtual + In-PersonInstructor-Led

$650

Course Description

This course helps employees understand how to effectively use Microsoft 365 Copilot to improve productivity, streamline daily tasks, enhance collaboration, and make better business decisions. Participants will learn practical use cases for Copilot across Microsoft 365 applications and develop prompting techniques that maximize value from AI-powered assistance.

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Audience Profile

This course is intended for:

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

Prerequisites

Before enrolling, you should have:

  • Basic familiarity with Microsoft 365 applications
  • Experience using Outlook, Word, Excel, PowerPoint, Teams, and OneDrive
  • Access to Microsoft 365 Copilot (recommended for hands-on activities)

— What You'll Learn —

Learning Objectives

In this course, you will learn to:

  • 1Understand Microsoft 365 Copilot capabilities and limitations
  • 2Create effective prompts for business scenarios
  • 3Use Copilot within Microsoft Word, Excel, PowerPoint, Outlook, and Teams
  • 4Automate routine tasks and workflows
  • 5Improve communication and collaboration
  • 6Analyze information and generate insights
  • 7Apply responsible AI practices in daily work
  • 8Identify opportunities to increase productivity with Copilot

— 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
  • Security, Privacy, and Compliance Considerations
  • Responsible AI Principles
  • Understanding Copilot's Strengths and Limitations
  • Overview of Supported Microsoft 365 Applications
  • Demonstration: Microsoft 365 Copilot in Action

Module 2

Prompting Essentials for Better Results

  • Fundamentals of Prompt Engineering
  • Components of Effective Prompts
  • Providing Context and Objectives
  • Requesting Specific Formats and Outputs
  • Iterative Prompt Refinement
  • Common Prompting Mistakes
  • Best Practices for Business Users
  • Exercise: Writing and Improving Copilot Prompts

Module 3

Boost Productivity with Copilot in Word and Outlook

  • Microsoft Word
  • Drafting Documents
  • Summarizing Content
  • Rewriting and Editing Text
  • Creating Reports and Proposals
  • Generating Executive Summaries
  • Microsoft Outlook
  • Drafting Emails
  • Summarizing Email Threads
  • Prioritizing Communications
  • Creating Meeting Responses
  • Improving Professional Communication
  • Hands-On Lab: Creating Business Documents and Email Communications

Module 4

Analyze Data and Generate Insights with Excel

  • Asking Questions About Data
  • Creating Formulas and Functions
  • Data Analysis and Interpretation
  • Trend Identification
  • Generating Business Insights
  • Building Reports and Summaries
  • Data Visualization Recommendations
  • Hands-On Lab: Using Copilot to Analyze Business Data

Module 5

Create Presentations Faster with PowerPoint

  • Generating Presentations from Documents
  • Creating Slide Content
  • Summarizing Reports into Presentations
  • Organizing Storylines
  • Enhancing Presentation Structure
  • Creating Executive Briefings
  • Presentation Refinement Techniques
  • Hands-On Lab: Building a Presentation with Copilot

Module 6

Improve Collaboration with Teams and Microsoft 365 Chat

  • Microsoft Teams
  • Meeting Summaries
  • Action Item Tracking
  • Discussion Recaps
  • Project Coordination
  • Follow-Up Task Generation
  • Microsoft 365 Chat
  • Enterprise Knowledge Discovery
  • Cross-Application Information Retrieval
  • Research Assistance
  • Project Support
  • Daily Productivity Scenarios
  • Hands-On Lab: Using Copilot for Team Collaboration

Module 7

Role-Based Copilot Use Cases

  • Executives and Managers
  • Executive Briefings
  • Strategic Planning Support
  • Meeting Preparation
  • Sales Teams
  • Customer Research
  • Proposal Development
  • Follow-Up Communications
  • Human Resources
  • Job Descriptions
  • Employee Communications
  • Training Content Development
  • Marketing Teams
  • Content Creation
  • Campaign Planning
  • Audience Analysis
  • Project Managers
  • Status Reporting
  • Risk Identification
  • Project Documentation
  • Interactive Exercise
  • Department-Specific Use Case Workshop

Module 8

Responsible Use and Adoption Best Practices

  • Reviewing AI-Generated Content
  • Data Security Considerations
  • Privacy and Compliance Awareness
  • Responsible AI Practices
  • Human Oversight Requirements
  • Organizational Adoption Strategies
  • Building Effective Copilot Habits
  • Group Discussion: Developing Personal Productivity Plans
  • Capstone Exercise: Copilot Productivity Challenge
  • Capstone Exercise: Participants will complete a realistic business scenario using multiple Microsoft 365 applications and Copilot capabilities.
  • Activity: Draft business communications
  • Activity: Analyze data and generate insights
  • Activity: Create presentation materials
  • Activity: Summarize meetings and action items
  • Activity: Apply effective prompting techniques
  • Activity: Present productivity improvements achieved

— The Big Picture —

Key Takeaways

  • Understanding Microsoft 365 Copilot capabilities
  • Creating effective prompts
  • Improving productivity across Microsoft 365 applications
  • Enhancing collaboration and communication
  • Leveraging AI for business decision-making
  • Applying responsible AI practices

— What You'll Walk Away With —

Skills Gained

  • Effective Copilot prompting
  • AI-assisted document creation
  • Data analysis and reporting
  • Presentation development
  • Meeting and communication management
  • Cross-application productivity enhancement

— Next Steps —

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