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Transform business workflows with generative AI
Duration
1
Course
MOC-AB-730T00
Available Formats
Classroom Training, Online Training
Course Description
Overview
In this course, learners will discover how to apply generative AI to streamline daily tasks, enhance decision-making, and drive meaningful business outcomes. Learners will understand how to use Microsoft 365 Copilot and its functionalities to improve their productivity. The course focuses on real-world use cases—no coding required—making it ideal for those who want to confidently integrate AI into their work.Objectives
By the end of this course, students will be able to:
- Delete prompts you no longer need, keeping your workspace efficient and up to date.
- Identify and manage scheduled prompts in the Copilot window.
- Understand how organizational settings impact the availability of scheduled prompts.
- Apply scheduled prompts to automate daily, midweek, and end-of-day business activities for improved productivity.
- Understand how to create and configure an agent
- To leverage Microsoft 365 Copilot for efficient content creation in Word, Outlook, and PowerPoint and employ the Researcher agent to gather information and gain deeper insights to enhance your documents.
- To use Microsoft 365 Copilot to follow up on meetings by summarizing email threads, capture real-time insights and automate note taking during meetings, generate post-meeting summaries and action items, draft effective follow-up emails, and leverage Copilot Pages and Notebooks for shared planning and deeper analysis.
- Understand that there is no one way to employ Microsoft 365 Copilot in your business workflows. Instead, you'll be able to evaluate different scenarios and determine how Copilot can best assist you based on your specific needs and context. You'll work through three distinct scenarios, each illustrating a different use case for Copilot in a business setting.
Audience
This course is designed for professionals from a wide range of business functions, such as marketing, sales, operations, product management, customer success, human resources, and finance. The course is suitable for those looking to enhance their productivity, streamline workflows, and confidently demonstrate AI skills in a modern workplace.
Prerequisites
-
Students should have basic functional experience with Microsoft 365 services.
Topics
- What is generative AI?
- Introduction
- What is generative AI?
- Understand responsible AI
- Microsoft 365 Copilot as your workflow companion
- Knowledge check
- Employ Copilot Chat as your AI assistant
- Introduction
- What is Copilot Chat?
- Write effective prompts to optimize Copilot responses
- Manage prompts and conversations in Copilot Chat
- What are Copilot agents?
- Knowledge check
- Draft and refine business content using Microsoft 365 Copilot
- Introduction
- Draft your content using Microsoft 365 Copilot
- Research and gather information using the Researcher Agent
- Knowledge check
- Analyze and visualize data using Microsoft 365 Copilot
- Introduction
- Analyze data workflows in Excel with Copilot
- Generate insights using the Analyst Agent
- Knowledge check
- Manage meetings and collaboration using Microsoft 365 Copilot
- Introduction
- Streamline meeting preparation and follow ups with Copilot
- Enhance collaboration with Copilot Chat, Pages, and Notebooks
- Knowledge check
- Define the role you want Microsoft 365 Copilot to play in your business workflow
- Introduction
- Scenario 1: Prepare weekly status report
- Scenario 2: Build a client proposal deck
- Scenario 3: Create an executive summary
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Self-Paced Training Info
Learn at your own pace with anytime, anywhere training
- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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