This one-day course is divided into two parts: Getting Started with Microsoft 365 Copilot and Empower Your Workforce with Microsoft 365 Copilot Use Cases. The first part introduces Copilot, showing how to integrate it within Microsoft 365 apps, optimize usage, create effective prompts, and expand its capabilities.
The second part includes hands-on exercises across seven use cases: Executives, Sales, Marketing, Finance, IT, HR, and Operations. It focuses on applying Copilot in apps like Word, PowerPoint, and Outlook to complete common business tasks.
Course Outline
Lesson 1: Get started with Microsoft 365 Copilot
- Introduction to Microsoft 365 Copilot
- Introduction
- What is Microsoft 365 Copilot?
- Explore how Microsoft 365 Copilot works
- Explore the core components of Microsoft 365 Copilot
- Examine how Microsoft is committed to responsible AI
- Knowledge check
- Summary
- Explore the possibilities with Microsoft 365 Copilot
- Introduction
- Compose and summarize documents with Microsoft 365 Copilot in Word
- Summarize and draft emails with Microsoft 365 Copilot in Outlook
- Design captivating presentations with Microsoft 365 Copilot in PowerPoint
- Analyze and transform data with Microsoft 365 Copilot in Excel
- Elevate productivity with Microsoft 365 Copilot in Teams
- Empower your workflow with Microsoft 365 Business Chat
- Knowledge check
- Summary
- Optimize and extend Microsoft 365 Copilot
- Introduction
- Examine the art and science of working with AI
- Review best practices for using Microsoft 365 Copilot
- Examine how to build an effective prompt
- Review prompting best practices
- Extend Microsoft 365 Copilot
- Knowledge check
- Summary
Lesson 2: Empower your workforce with Microsoft 365 Copilot Use Cases
- Empower your workforce with Microsoft 365 Copilot: Executives Use Case
- Introduction
- Exercise: Synthesize your communication insights using Business Chat
- Exercise: Summarize chat and channel threads using Microsoft 365 Copilot in Teams
- Exercise: Create a speech using Microsoft 365 Copilot in Word
- Exercise: Create a slide presentation using Microsoft 365 Copilot in PowerPoint
- Knowledge check
- Summary
- Empower your workforce with Microsoft 365 Copilot: Sales use case
- Introduction
- Exercise: Create a market research report using Microsoft 365 Copilot in Loop
- Exercise: Create a sales presentation using Microsoft 365 Copilot in PowerPoint
- Exercise: Prepare your meeting notes from emails using Business Chat
- Exercise: Compare supplier agreements using Microsoft 365 Copilot in Word
- Knowledge check
- Summary
- Empower your workforce with Microsoft 365 Copilot: IT Use Case
- Introduction
- Exercise: Create a project plan using Business Chat
- Exercise: Create a project plan presentation using Microsoft 365 Copilot in PowerPoint
- Exercise: Update a technical report using Microsoft 365 Copilot in Word
- Exercise: Draft an email based on a technical report using Microsoft 365 Copilot in Outlook
- Knowledge check
- Summary
- Empower your workforce with Microsoft 365 Copilot: Marketing Use Case
- Introduction
- Exercise: Conduct market analysis using Business Chat
- Exercise: Brainstorm marketing campaign ideas using Microsoft 365 Copilot in Loop
- Exercise: Consolidate multiple marketing reports using Microsoft 365 Copilot in Word
- Exercise: Analyze a market trend spreadsheet using Microsoft 365 Copilot in Excel
- Knowledge check
- Summary
- Empower your workforce with Microsoft 365 Copilot: Finance Use Case
- Introduction
- Exercise: Draft an email to your insurance company using Microsoft 365 Copilot in Outlook
- Exercise: Analyze a financial spreadsheet using Microsoft 365 Copilot in Excel
- Exercise: Create a financial analysis report using Microsoft 365 Copilot in Word
- Exercise: Summarize financial results using Microsoft 365 Copilot in Word
- Knowledge check
- Summary
- Empower your workforce with Microsoft 365 Copilot: HR Use Case
- Introduction
- Exercise: Create a job description using Microsoft 365 Copilot in Word
- Exercise: Analyze resumes and make a recommendation using Microsoft 365 Copilot in Word
- Exercise: Create interview questions using Microsoft 365 Copilot in Loop
- Exercise: Compose an email offer letter using Microsoft 365 Copilot in Outlook
- Knowledge check
- Summary
- Empower your workforce with Microsoft 365 Copilot: Operations use case
- Introduction
- Exercise: Brainstorm project plan ideas using Microsoft 365 Copilot in Whiteboard
- Exercise: Draft a meeting reply using Microsoft 365 Copilot in Outlook
- Exercise: Compare reporting results using Microsoft 365 Copilot in Word
- Exercise: Create a presentation comparing heating systems using Microsoft 365 Copilot in PowerPoint
- Knowledge check
- Summary
- Empower your workforce with Microsoft 365 Copilot: Challenge Use Case
- Introduction
- Exercise: Create interview questions using different Copilots
- Exercise: Enhance your social media marketing efforts
- Exercise: Enhance your project management collaboration skills
- Exercise: Enhance content creation and collaboration skills
- Knowledge check
- Summary