Course Outline
Module 1: Introduction to Microsoft 365 Copilot
Introduction to Microsoft 365 Copilot
This module delves into the complexities of Microsoft 365 Copilot, providing insights into its functionality and Microsoft's commitment to responsible and ethical AI implementation.
- Explain the purpose and functionalities of Microsoft 365 Copilot.
- Outline the underlying working principles of Microsoft 365 Copilot.
- Identify the core components essential to Microsoft 365 Copilot.
- Articulate Microsoft's commitment to responsible AI practices.
Discovering the capabilities with Microsoft 365 Copilot
This module explores the practical applications of Microsoft 365 Copilot across Microsoft 365 Apps, demonstrating how to streamline workflows and boost productivity.
- Identify and apply key features of Microsoft 365 Copilot in each Microsoft 365 App to enhance productivity and workflow.
- Understand how Microsoft 365 Copilot integrates with Teams to serve as a centralized hub for all work-related information.
- Leverage the AI capabilities of Microsoft 365 Copilot to transform task approaches in Microsoft 365, making them more intuitive and efficient.
Enhancing and expanding Microsoft 365 Copilot
This module explores comprehensive best practices for Microsoft 365 Copilot and key extension methods, ensuring participants harness the full potential and versatility of Copilot's functionality.
- Describe best practices for using Microsoft 365 Copilot.
- Understand how to effectively prompt Microsoft 365 Copilot.
- Understand Microsoft 365 Copilot extensibility options.
Module 2: Boost Your Team's Potential with Microsoft 365 Copilot Use Cases
Boost Your Team's Potential with Microsoft 365 Copilot: Executive Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Executive-related business scenarios.
- Use Microsoft 365 Copilot Chat in Teams to synthesize emails and chats from the past week involving a specific topic.
- Use Microsoft 365 Copilot in Teams to generate a list of key points made by participants involved in chats and emails involving a specific topic over the past 30 days.
- Use Microsoft 365 Copilot in Word to create a speech to be delivered to company shareholders based on the company's annual income statement.
- Use Microsoft 365 Copilot in PowerPoint to create a PowerPoint presentation for the shareholder speech regarding the annual income statement.
Boost Your Team's Potential with Microsoft 365 Copilot: Sales Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Sales-related business scenarios.
- Use Microsoft 365 Copilot in Loop to create and update a market research report for a potential new sales market.
- Use Microsoft 365 Copilot in PowerPoint to create and customize a sales presentation based on a market trend report for a new beverage product.
- Use Microsoft 365 Copilot Chat in Teams to summarize emails, meetings, and chats for a specific project over the past 30 days, then generate a list of action items, including those involving a specific person or topic.
- Use Microsoft 365 Copilot in Word to compare three supplier agreements, identify differences, and provide recommended actions.
Boost Your Team's Potential with Microsoft 365 Copilot: IT Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in IT-related business scenarios.
- Use Business Chat to summarize information in a product spec document for a network security product and create a project plan to implement the product.
- Use Microsoft 365 Copilot in PowerPoint to create and customize a business presentation based on the product plan created for the new network security product.
- Use Microsoft 365 Copilot in Word to modify a technical implementation report for a customer planning to install the new network security product.
- Use Microsoft 365 Copilot in Outlook to draft an email providing highlights from the technical implementation report created for the customer installing the new network security product.
Boost Your Team's Potential with Microsoft 365 Copilot: Marketing Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Marketing-related business scenarios.
- Use Microsoft 365 Copilot Chat to analyze market trends in the U.S. toy market, provide sales forecasts, and identify new sales opportunities.
- Use Microsoft 365 Copilot in Loop to generate marketing campaign ideas for a new line of outdoor toys.
- Use Microsoft 365 Copilot in Word to consolidate three product marketing reports into a single Market Analysis report and apply further customizations.
- Use Microsoft 365 Copilot in Excel to analyze market trends captured in a spreadsheet for a new beverage product.
Boost Your Team's Potential with Microsoft 365 Copilot: Finance Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Finance-related business scenarios.
- Use Microsoft 365 Copilot in Outlook to draft an email to the insurance company requesting a meeting to discuss increases in the company's medical insurance premiums.
- Use Microsoft 365 Copilot in Excel to analyze a spreadsheet containing projected revenue and user engagements for the company's Q1 marketing campaigns, then add new calculations and charts to visualize the data.
- Use Microsoft 365 Copilot in Word to create a marketing campaign report based on the financial results from the company's Q1 marketing campaigns.
- Use Microsoft 365 Copilot in Word to summarize the company's financial statement results for the past five years, including trends, growth patterns, profitability analysis, and areas of concern.
Boost Your Team's Potential with Microsoft 365 Copilot: HR Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in HR-related business scenarios.
- Use Microsoft 365 Copilot in Word to create a job description based on an HR job responsibility document.
- Use Microsoft 365 Copilot in Word to analyze multiple resumes for a job role, create a report comparing the strengths and weaknesses of each candidate, and make a final recommendation.
- Use Microsoft 365 Copilot in Loop to create a set of interview questions for a new job role.
- Use Microsoft 365 Copilot in Outlook to compose an email offer letter to a candidate for a new job role.
Boost Your Team's Potential with Microsoft 365 Copilot: Operations Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Operations-related business scenarios.
- Use Microsoft 365 Copilot in Whiteboard to brainstorm project plan ideas for installing a new network security product, then categorize the ideas.
- Use Microsoft 365 Copilot in Outlook to locate an actual email thread, summarize the thread, and generate a reply.
- Use Microsoft 365 Copilot in Word to locate information on troubleshooting current production equipment and identify how to reset the processor.
- Use Microsoft 365 Copilot in Loop to create a set of questions for a customer discovery session with the consulting firm installing a VPN in the corporate network.
Boost Your Team's Potential with Microsoft 365 Copilot: Challenge Use Case
This module challenges learners by having them use Microsoft 365 Copilot to address various business scenarios without step-by-step instructions.
- Use Microsoft 365 Copilot in Loop, Word, and Microsoft 365 Copilot Chat to create HR interview questions for a new role, then compare the results generated by each Copilot.
- Use Microsoft 365 Copilot in Word and Excel to enhance a company's social media marketing presence.
- Use Microsoft 365 Copilot in Whiteboard and Word to create project planning documentation and visualize project timelines, milestones, and dependencies.
- Use Microsoft 365 Copilot in Word to create a marketing report and brainstorm marketing campaign ideas, and use Copilot in PowerPoint to create a marketing presentation.
Requirements
Target Audience:
This course is intended for all learners eager to understand Microsoft 365 Copilot and gain hands-on experience with its various applications.
Prerequisites: None
Licensing Requirements:
To successfully complete the Use Case exercises in this course, each participant must have:
- Access to a Microsoft 365 subscription (BYOS) that includes a license for Microsoft 365 Copilot.
A Microsoft OneDrive account is required, as Copilot utilizes OneDrive to facilitate file sharing tasks throughout the Use Case exercises.
Testimonials (2)
Learning and creating of agents.
Jana Nalevankova - Ness Romania
Course - Boost Your Productivity with Microsoft Copilot 365
Trainer was very knowledgeable and easy to speak to
