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Empower your workforce with Copilot for Microsoft 365 Use Cases
Course Description
Overview
This one-day course is composed of two parts - Getting started with Copilot for Microsoft 365 and Empower your workforce with Copilot for Microsoft 365 Use Cases. 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. The second part of this training content is really the heart of this course. Students perform a series of hands-on exercises involving seven Use Cases - Executives, Sales, Marketing, Finance, IT, HR, and Operations. These exercises 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 pertaining to each Use Case. 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.Objectives
Audience
Prerequisites
- Students should have basic functional experience with Microsoft 365 services.
- Students must have a proficient understanding of general IT practices.
- Students must have access to a Microsoft 365 subscription (BYOS) in which they're licensed to use Copilot for Microsoft 365.
- Students must also have a Microsoft OneDrive account, since Copilot requires OneDrive to complete the file sharing tasks used throughout the Use Case exercises.
Topics
- Introduction
- 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
- Knowledge check
- Introduction
- 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
- Knowledge check
- Introduction
- 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
- Knowledge check
- Introduction
- Exercise: Summarize chat and channel threads using Copilot in Teams
- Exercise: Create a speech using Copilot in Word
- Exercise: Create a slide presentation using Copilot in PowerPoint
- Knowledge check
- Introduction
- Exercise: Create a market research report using Copilot in Loop
- Exercise: Create a sales presentation using Copilot in PowerPoint
- Exercise: Prepare your meeting notes from emails using Microsoft Copilot
- Exercise: Compare supplier agreements using Copilot in Word
- Knowledge check
- Introduction
- Exercise: Create a project plan using Microsoft Copilot
- Exercise: Create a project plan presentation using Copilot in PowerPoint
- Exercise: Update a technical report using Copilot in Word
- Exercise: Draft an email based on a technical report using Copilot in Outlook
- Knowledge check
- Introduction
- Exercise: Conduct market analysis using Microsoft Copilot
- Exercise: Brainstorm marketing campaign ideas using Copilot in Loop
- Exercise: Consolidate multiple marketing reports using Copilot in Word
- Exercise: Analyze a market trend spreadsheet using Copilot in Excel
- Knowledge check
- Introduction
- Exercise: Draft an email to your insurance company using Copilot in Outlook
- Exercise: Analyze a financial spreadsheet using Copilot in Excel
- Exercise: Create a financial analysis report using Copilot in Word
- Exercise: Summarize financial results using Copilot in Word
- Knowledge check
- Introduction
- Exercise: Create a job description using Copilot in Word
- Exercise: Analyze resumes and make a recommendation using Copilot in Word
- Exercise: Create interview questions using Copilot in Loop
- Exercise: Compose an email offer letter using Copilot in Outlook
- Knowledge check
- Introduction
- Exercise: Brainstorm project plan ideas using Copilot in Whiteboard
- Exercise: Draft a meeting reply using Copilot in Outlook
- Exercise: Compare reporting results using Copilot in Word
- Exercise: Create a presentation comparing heating systems using Copilot in PowerPoint
- Knowledge check
- 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
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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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