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FRCMIC-12Microsoft

Explore Microsoft 365 Copilot Chat (MS-4023)

This course introduces users to Microsoft 365 Copilot Chat and demonstrates how it can be used to enhance productivity, improve information discovery, streamline communication, and support decision-making.

Duration · Half dayVirtual + In-PersonInstructor-Led

$450

Course Description

This course introduces users to Microsoft 365 Copilot Chat and demonstrates how it can be used to enhance productivity, improve information discovery, streamline communication, and support decision-making. Participants will learn how to interact effectively with Copilot Chat, create better prompts, retrieve organizational knowledge, and use AI-powered assistance to accomplish everyday business tasks.

Through demonstrations and hands-on exercises, students will gain practical experience using Microsoft 365 Copilot Chat to improve workplace efficiency and collaboration.

— Be First in Line —

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Audience Profile

This course is intended for:

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

Prerequisites

Before enrolling, you should have:

  • Basic familiarity with Microsoft 365 applications
  • Understanding of common workplace productivity tools
  • No prior AI experience required

— What You'll Learn —

Learning Objectives

In this course, you will learn to:

  • 1Understand the purpose and capabilities of Microsoft 365 Copilot Chat
  • 2Navigate and interact effectively with Copilot Chat
  • 3Create prompts that generate useful and relevant responses
  • 4Use Copilot Chat to find information and summarize content
  • 5Support decision-making and problem-solving with AI assistance
  • 6Improve productivity through conversational AI workflows
  • 7Apply responsible AI practices when using Copilot Chat

— Day-by-Day —

Course Outline

Module 1

Introduction to Microsoft 365 Copilot Chat (45 Minutes)

  • Introduction to Generative AI
  • What is Microsoft 365 Copilot Chat?
  • How Copilot Chat Works
  • Organizational Data and Context
  • Security and Privacy Considerations
  • Responsible AI Principles
  • Everyday Productivity Scenarios
  • Demonstration: Exploring Microsoft 365 Copilot Chat

Module 2

Creating Effective Prompts (45 Minutes)

  • Prompt Engineering Fundamentals
  • Components of Effective Prompts
  • Providing Context
  • Defining Objectives
  • Requesting Specific Output Formats
  • Iterative Prompting Techniques
  • Common Prompting Mistakes
  • Prompting Best Practices
  • Exercise: Building and Refining Prompts

Module 3

Finding Information and Generating Insights (60 Minutes)

  • Searching Organizational Knowledge
  • Summarizing Documents and Content
  • Research Assistance
  • Identifying Key Information
  • Comparing Information Sources
  • Generating Actionable Insights
  • Supporting Business Decisions
  • Information Validation Techniques
  • Hands-On Lab: Information Discovery and Summarization Scenarios

Module 4

Everyday Business Productivity with Copilot Chat (45 Minutes)

  • Drafting Business Communications
  • Meeting Preparation
  • Brainstorming and Idea Generation
  • Project Planning Assistance
  • Task Prioritization
  • Problem-Solving Support
  • Knowledge Management
  • Collaboration Workflows
  • Hands-On Lab: Productivity and Collaboration Scenarios

Module 5

Responsible Use and Best Practices (30 Minutes)

  • Reviewing AI-Generated Content
  • Human Oversight and Accountability
  • Data Privacy and Protection
  • Security Awareness
  • Responsible AI Usage
  • Organizational Governance Considerations
  • Building Effective AI Habits
  • Group Discussion: Responsible AI in Daily Work
  • Capstone Exercise: Copilot Chat Productivity Challenge
  • Capstone Exercise: Participants will complete a business scenario using Microsoft 365 Copilot Chat to:
  • Capstone Exercise: Research information
  • Capstone Exercise: Summarize content
  • Capstone Exercise: Generate recommendations
  • Capstone Exercise: Draft communications
  • Capstone Exercise: Support decision-making
  • Capstone Exercise: Debrief
  • Capstone Exercise: Review outcomes
  • Capstone Exercise: Discuss lessons learned
  • Capstone Exercise: Identify workplace applications

— The Big Picture —

Key Takeaways

  • Understanding Microsoft 365 Copilot Chat capabilities
  • Creating effective prompts
  • Finding and summarizing information
  • Supporting productivity and decision-making
  • Applying responsible AI practices
  • Improving workplace efficiency through conversational AI

— What You'll Walk Away With —

Skills Gained

  • Conversational AI interaction
  • Prompt engineering fundamentals
  • Information discovery and summarization
  • AI-assisted decision support
  • Productivity enhancement techniques
  • Responsible AI usage

— Next Steps —

Recommended Follow-On Courses

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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.

— Keep Exploring —

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