MS-4004

Empower your workforce with Copilot for Microsoft 365 Use Cases Training

This official Copilot for Microsoft 365 course teaches you how to use Copilot effectively in your favorite Microsoft 365 apps, implement best practices for using Copilot, craft effective prompts, and more. This Copilot training is hands-on to reinforce each real-world use case.

The first part of the course introduces you to Copilot for Microsoft 365, examines how you can use Copilot throughout the various Microsoft 365 apps, explores best practices for using Copilot and building effective prompts, and examines how you can extend Copilot with plugins and Graph connectors. In the second part of this training, students perform a series of hands-on exercises involving use cases for Executives, Sales, Marketing, Finance, IT, HR, and Operations. These labs focus on using Copilot in various Microsoft 365 apps (such as Word, PowerPoint, Outlook, and so on) to complete a series of common business-related tasks about each use case. 

Course Details

Duration

1 day

Target Audience

Business users who want to enhance their prompting skills in Copilot for Microsoft 365.

Skills Gained

  • Get familiar with Copilot for Microsoft 365
  • Use Copilot throughout Microsoft 365 apps
  • Explore best practices for using Copilot and building effective prompts
  • Extend Copilot with plugins and Graph connectors
  • Use Copilot in various Microsoft 365 apps (Word, PowerPoint, Outlook, etc.) to complete common business-related tasks about each use case.

Note: To complete the Use Case exercises in this course, each student must have access to a Microsoft 365 subscription (BYOS) in which they're licensed to use Copilot for Microsoft 365. Each student must also have a Microsoft OneDrive account, since Copilot requires OneDrive to complete the file sharing tasks used throughout the Use Case exercises.

Course Outline
  • Introduction to Copilot for Microsoft 365
    • What is Copilot for Microsoft 365?
    • Explore how Copilot for Microsoft 365 works
    • Explore the core components of Copilot for Microsoft 365
    • Examine how Microsoft is committed to responsible AI
  • Explore the possibilities with Copilot for Microsoft 365
    • Compose and summarize documents with Copilot in Word
    • Summarize and draft emails with Copilot in Outlook
    • Design captivating presentations with Copilot in PowerPoint
    • Analyze and transform data with Copilot in Excel
    • Elevate productivity with Copilot in Teams
    • Empower employees through Microsoft Copilot with Graph-grounded chat
  • Optimize and extend Copilot for Microsoft 365
    • Examine the art and science of working with AI
    • Review best practices for using Copilot for Microsoft 365
    • Examine how to build an effective prompt
    • Review prompting best practices
    • Extend Copilot for Microsoft 365 with plugins
    • Explore Microsoft Graph connectors
  • Empower your workforce with Copilot for Microsoft 365: Executives Use Case
    • Synthesize your emails and chats from the past week involving a specific topic
    • Use Copilot in Teams to generate a list of key points from participants involved in chats and emails
    • Use Copilot in Word to create a speech you plan to deliver to company shareholders
    • Use Copilot in PowerPoint to create a PowerPoint presentation
  • Empower your workforce with Copilot for Microsoft 365: Sales use case
    • Use Copilot in Loop to create and update a market research report
    • Use Copilot in PowerPoint to create and customize a sales presentation
    • Use Microsoft Copilot to summarize your emails, meetings, and chats and generate a list of action items
    • Use Copilot in Word to compare three supplier agreements
  • Empower your workforce with Copilot for Microsoft 365: IT Use Case
    • Use Microsoft Copilot to summarize the information in a product spec document
    • Use Copilot in PowerPoint to create and customize a business presentation
    • Use Copilot in Word to modify a technical implementation report for a customer 
    • Use Copilot in Outlook to draft an email that provides highlights from the technical implementation report
  • Empower your workforce with Copilot for Microsoft 365: Marketing Use Case
    • Use Microsoft Copilot to analyze market trends in the U.S. toy market
    • Use Copilot in Loop to generate marketing campaign ideas
    • Use Copilot in Word to consolidate three product marketing reports
    • Use Copilot in Excel to analyze the market trends
  • Empower your workforce with Copilot for Microsoft 365: Finance Use Case
    • Use Copilot in Outlook to draft an email to your insurance company
    • Use Copilot in Excel to analyze a spreadsheet
    • Use Copilot in Word to create a marketing campaign report based on the financial results
    • Use Copilot in Word to summarize your company's financial statement results
  • Empower your workforce with Copilot for Microsoft 365: HR Use Case
    • Use Copilot in Word to create a job description
    • Use Microsoft Copilot to analyze multiple resumes for a job role
    • Use Copilot in Loop to create a set of interview questions
    • Use Copilot in Word to compose an email offer letter
  • Empower your workforce with Copilot for Microsoft 365: Operations use case
    • Use Copilot in Whiteboard to brainstorm project plan ideas for installing a new network security product
    • Use Copilot in Outlook to locate an actual email thread, summarize the thread, and then generate a reply
    • Use Copilot in Word to locate information on troubleshooting current production equipment
    • Use Copilot in Loop to create a set of questions for a customer discovery session 
  • Empower your workforce with Copilot for Microsoft 365: Challenge Use Case
    • Use Copilot in Loop, Word, and Bing to create HR interview questions for a new role
    • Use Copilot in Word and Excel to enhance a company's social media marketing presence
    • Use Copilot in Whiteboard and Word to create project planning documentation
    • Use Copilot in Word to create a marketing report and brainstorm marketing campaign ideas
  • Conclusion
Upcoming Course Dates
USD $675
Online Virtual Class
Scheduled
Date: Jul 8, 2024
Time: 10 AM - 6 PM ET
USD $675
Online Virtual Class
Scheduled
Date: Sep 2, 2024
Time: 10 AM - 6 PM ET