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 Duration 14 hours

Course Outline

1. Introduction and Fundamental Concepts

  • Understanding Generative AI
  • Overview of Microsoft 365 Copilot Chat: its purpose and role in everyday work
  • Core principles of prompts (commands) and personas

2. Configuration and Access

  • Steps to activate Copilot Chat in Microsoft 365 (including licensing and permissions)
  • Navigating the Copilot Chat interface within Word, Excel, Outlook, and PowerPoint

Hands-on Activity:

  • Log into your Microsoft 365 account and explore the Copilot Chat sidebar
  • Experiment with basic inquiries and commands

3. Practical Applications in Microsoft Word

  • Draft, edit, and review documents with the assistance of Copilot Chat
  • Generate text, create summaries, and rephrase content
  • Script presentations for verbal delivery

4. Practical Applications in Microsoft Excel

  • Automatically generate formulas
  • Analyze data and charts using natural language instructions
  • Automate intricate calculations

5. Practical Applications in Microsoft PowerPoint

  • Build slide decks from topics or plain text input
  • Generate presentation scripts and receive visual design suggestions
  • Automatically modify design elements

6. Practical Applications in Microsoft Outlook

  • Compose emails rapidly and effectively
  • Utilize auto-replies and improvement suggestions
  • Manage your inbox using specific commands

7. Crafting Effective Prompts

  • Structuring prompts to elicit superior responses
  • Leveraging personas to modify tone and style
  • Practical prompt examples for routine tasks

8. Automation and Integration

  • Connect Copilot Chat with Teams and other Microsoft applications
  • Implement simple automation examples to save time
  • Utilize scripts and macros generated by Copilot Chat (introductory level)

9. Best Practices and Ethical Considerations

  • Maintaining privacy and security when utilizing generative AI
  • Avoiding common errors and bias in AI outputs
  • Critically evaluating AI-generated responses

Summary and Future Steps

Requirements

  • Familiarity with using Microsoft Word, Excel, PowerPoint, and Outlook
  • General knowledge of workplace duties involving writing, data analysis, or communication
  • No previous background in AI or prompt engineering is necessary

Intended Audience

  • Business professionals seeking to enhance productivity through Microsoft Copilot
  • Staff in administrative, communication, or data analysis roles
  • Corporate teams adopting AI-driven workflows

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