MS-4004:Getting Started with Microsoft 365 Copilot and Empowering Your Workforce with Microsoft 365 Copilot Use Cases
$750.00
• Duration: 1 Day
• Mode of Delivery: Online -Instructor-led training
• Job role: Business Leaders
• Preparation for exam: None
• Cost: USD$ 700.00
Learning AI for Industry Transformation is a comprehensive program designed to equip business leaders, industry professionals, and managers with the knowledge and tools to understand and implement AI within their organizations. This course is designed to provide business users with a comprehensive understanding of Microsoft 365 Copilot and its practical applications across various business scenarios. The course is structured into two main parts:
1. Getting Started with Microsoft 365 Copilot:
- Introduction to Copilot: Understand the purpose and functionalities of Microsoft 365 Copilot, including its core components and Microsoft’s commitment to responsible AI practices.
- Exploring Copilot Features: Learn how to utilize Copilot across different Microsoft 365 applications to enhance productivity. This includes composing and summarizing documents in Word, drafting and summarizing emails in Outlook, designing presentations in PowerPoint, analyzing data in Excel, and elevating productivity in Teams.
- Best Practices and Extensibility: Discover best practices for effectively using Copilot, including crafting effective prompts and understanding how to extend Copilot’s capabilities with plugins and Microsoft Graph connectors.
2. Empowering Your Workforce with Microsoft 365 Copilot Use Cases:
Engage in hands-on exercises tailored to specific business roles, demonstrating how Copilot can be applied to common tasks within each role:
- Executives: Use Copilot to synthesize communication insights, summarize discussions, create speeches, and develop presentations based on company data.
- Sales: Leverage Copilot to create market research reports, develop sales presentations, prepare meeting notes, and compare supplier agreements.
- Marketing: Utilize Copilot to analyze market trends, generate marketing campaign ideas, consolidate reports, and analyze data for new products.
- Finance: Apply Copilot to draft professional communications, analyze financial data, create marketing campaign reports, and summarize financial statements.
- IT: Employ Copilot to create project plans, develop technical presentations, update technical reports, and draft related communications.
- Human Resources (HR): Use Copilot to create job descriptions, analyze resumes, generate interview questions, and compose offer letters.
- Operations: Implement Copilot to brainstorm project plans, summarize email threads, locate troubleshooting information, and prepare for customer discovery sessions.
By the end of this course, participants will have gained practical experience in applying Microsoft 365 Copilot to enhance productivity and efficiency across various business functions.
Audience
This workshop is intended to introduce participants to Copilot for Microsoft 365, a powerful AI-driven tool integrated into Microsoft Office applications like Word, Excel, PowerPoint, Outlook, and Teams. Participants will learn how to harness the capabilities of Copilot to enhance productivity, streamline workflows, and automate complex tasks. From generating content in Word to building advanced data models in Excel, this course provides a deep dive into how Copilot can optimize daily operations within the Microsoft 365 ecosystem.
Prerequisites
No prerequisite is necessary prior to attending this workshop. This course is ideal for individuals looking to harness the power of AI for driving business innovation and ensuring industry leadership in the AI-driven future.
Skills Gained
Upon completing the “MS-4004: Getting Started with Microsoft 365 Copilot and Empowering Your Workforce with Microsoft 365 Copilot Use Cases” course, participants will acquire the following skills:
1. Comprehensive Understanding of Microsoft 365 Copilot:
- Grasp the core functionalities and components of Microsoft 365 Copilot.
- Articulate Microsoft’s commitment to responsible AI practices.
2. Practical Application Across Microsoft 365 Apps:
- Compose and summarize documents in Word.
- Draft and summarize emails in Outlook.
- Design engaging presentations in PowerPoint.
- Analyze and transform data in Excel.
- Enhance productivity in Teams.
3. Effective Prompt Engineering:
- Develop skills to create effective and contextual prompts for Copilot.
- Apply best practices for interacting with AI to achieve desired outcomes.
4. Extending Copilot’s Capabilities:
- Understand how to enhance Copilot’s functionality using plugins.
- Explore the integration of Microsoft Graph connectors to incorporate external data sources.
5. Role-Specific Proficiency Through Hands-On Use Cases:
- Executives: Synthesize communication insights, summarize discussions, create speeches, and develop presentations based on company data.
- Sales Professionals: Create market research reports, develop sales presentations, prepare meeting notes, and compare supplier agreements.
- Marketing Teams: Analyze market trends, generate marketing campaign ideas, consolidate reports, and analyze data for new products.
- Finance Personnel: Draft professional communications, analyze financial data, create marketing campaign reports, and summarize financial statements.
- IT Professionals: Create project plans, develop technical presentations, update technical reports, and draft related communications.
- Human Resources (HR): Create job descriptions, analyze resumes, generate interview questions, and compose offer letters.
- Operations Managers: Brainstorm project plans, summarize email threads, locate troubleshooting information, and prepare for customer discovery sessions.
By mastering these skills, participants will be equipped to leverage Microsoft 365 Copilot effectively, thereby enhancing productivity and efficiency across various business functions.
Course outline
Session 1: Introduction to Microsoft Copilot
This module provides an overview of Microsoft 365 Copilot, explaining its capabilities, how it integrates into the Microsoft 365 ecosystem, and its potential to transform workflows across Word, Excel, PowerPoint, Outlook, and Teams. Participants will gain insight into the overall benefits of using AI-driven assistance.
• What is Microsoft Copilot?
o Overview of Microsoft Copilot in the Microsoft 365 suite
o AI capabilities behind Copilot: Machine learning, natural language understanding, and automation
o How Copilot enhances day-to-day tasks in Microsoft Word, Excel, PowerPoint, Outlook, and Teams
• Getting Started with Copilot
o Setting up Copilot within your Microsoft 365 environment
o Understanding the interface and its integration across the 365 applications
o Hands-on demonstration: Basic commands and interactions with Copilot
Session 2: Copilot for Productivity in Word and Excel
Participants will explore how Copilot can help generate, edit, and refine documents in Word. Copilot in Excel allow for powerful data analysis and visualization. Participants will learn how to create complex formulas, generate data insights, and build charts quickly with Copilot’s help, transforming raw data into actionable insights.
• Using Copilot in Microsoft Word
o Generating, summarizing, and refining documents with AI
o Automating repetitive tasks: formatting, content generation, and editing
o Creating reports and proposals faster with AI assistance
• Using Copilot in Microsoft Excel
o Data analysis made easy: formula creation, data cleaning, and generating insights
o Streamlining reporting: automatic chart generation, trend analysis, and predictive modeling
o Practical demonstration: Hands-on exercises using real datasets
Session 3: Copilot for Presentations and Email Management
Participants will discover how to leverage Copilot to automate the creation of visually appealing presentations in PowerPoint. This module covers tasks such as designing slides, summarizing key information, and applying design themes—all while maintaining a professional look.
Copilot in Microsoft Outlook focuses on automate tasks such as email drafting and responding in Outlook. The session will focus on streamlining everyday communication tasks, making writing and emailing faster and more efficient.
• Copilot in Microsoft PowerPoint
o Automating presentation creation: from draft slides to polished designs
o Creating AI-generated slide content from existing documents
o Visual enhancement suggestions: layout, themes, and image recommendations
• Using Copilot in Microsoft Outlook
o Email automation: generating email drafts, organizing responses, and inbox management
o Scheduling, calendar optimization, and meeting preparation assistance
o AI-driven insights for communication patterns and task prioritization
Session 4: Copilot in Collaboration and Communication
In this module, participants will learn how to use Copilot in Teams to streamline collaboration, manage meetings, summarize conversations, and automate follow-ups. The focus will be on improving team productivity through AI-assisted communication and task management.
This advanced session explores deeper integrations of Copilot across multiple Microsoft 365 applications, including how Copilot can assist with cross-app workflows. Participants will also learn how to tailor Copilot’s features to meet specific business needs, unlocking the full potential of AI in their daily tasks.
• Copilot in Microsoft Teams
o Enhancing collaboration: automated meeting notes, task assignments, and summaries
o Real-time suggestions during chats and meetings for optimized communication
o AI-powered insights for team dynamics and project tracking
• Using Copilot Across Microsoft 365 for Workflow Integration
o How Copilot connects Word, Excel, PowerPoint, Outlook, and Teams seamlessly
o Automating workflows across multiple applications
o Customizing Copilot suggestions to fit your workflow and organizational needs
Session 5: Best Practices, Troubleshooting, and Future Trends
This module wraps up the course by offering practical tips and best practices for implementing Copilot into day-to-day work. Participants will learn how to maximize Copilot’s effectiveness, minimize disruptions, and ensure seamless adoption across teams.
• Best Practices for Leveraging Copilot
o Customizing Copilot to align with business needs and personal workflows
o Security and data privacy considerations with AI in Microsoft 365
o Common challenges and troubleshooting techniques
• Future Trends and Advancements in Microsoft Copilot
o Upcoming features and developments in AI for Microsoft 365
o How to stay ahead with AI-driven productivity enhancements
o Exploring AI’s role in shaping the future of work and collaboration
Schedule
Click on the following link to see the current Course Schedule
Our minimum class-size is 3 for this course.
If there are no scheduled dates for this course, it can be customized to suit the time and skill needs of clients and it can be held online, at a rented location or at your premises.
Click on the following link below to arrange for a custom course: Enquire about a course date
Copilot for Microsoft 365 is an AI-powered assistant that integrates with the suite of Microsoft 365 apps, such as Word, Excel, PowerPoint, Outlook, and Teams. Built on advanced AI and natural language processing technologies, Copilot helps users enhance productivity by automating routine tasks, analyzing data, generating content, and facilitating collaboration. It acts as a virtual co-worker that assists with various aspects of daily business operations.
Practical Uses of Copilot in the Business Industry:
Automating Document Creation & Editing (Word)
Example: Business professionals can use Copilot to quickly draft documents such as contracts, reports, or proposals. By simply providing key details or prompts, Copilot generates well-structured text, saving time on manual writing.
Use Case: A marketing team can ask Copilot to summarize client feedback from multiple emails and create a report for an upcoming meeting.
Data Analysis and Reporting (Excel)
Example: Copilot can automate complex data analysis, create visualizations, and generate detailed reports based on provided datasets. It helps with tasks like budgeting, forecasting, and performance tracking.
Use Case: A financial analyst might use Copilot to analyze quarterly revenue, identify trends, and generate a forecast for the next quarter without manually combing through the data.
Presentation Design and Storytelling (PowerPoint)
Example: Copilot can assist with creating visually appealing presentations by designing slides, suggesting layouts, and even drafting speaker notes. It uses AI to craft compelling narratives based on input data or documents.
Use Case: A sales team can provide Copilot with key sales metrics, and it will create a polished presentation that highlights performance and insights for a client pitch.
Email Drafting and Scheduling (Outlook)
Example: Copilot can automate the drafting of emails, suggest responses based on conversation context, and schedule meetings. It helps streamline communication by offering professional and contextually relevant email templates.
Use Case: A busy executive can use Copilot to automatically draft follow-up emails after a meeting, ensuring timely communication without manual effort.
Enhancing Collaboration (Teams)
Example: In Microsoft Teams, Copilot summarizes meeting discussions, assigns tasks, and provides real-time updates, making it easier to keep projects on track. It enhances collaboration by ensuring everyone is on the same page.
Use Case: During a virtual meeting, Copilot can generate real-time minutes, action items, and task assignments, improving team productivity.
Task Automation and Workflow Efficiency
Example: Across various apps, Copilot automates routine tasks, freeing up time for employees to focus on higher-value activities. It integrates seamlessly with existing workflows and enhances efficiency.
Use Case: An HR manager might use Copilot to generate job descriptions, draft policy documents, and analyze employee survey data, simplifying these time-intensive processes.
Predictive Analysis and Forecasting (Excel)
Example: Copilot helps businesses make data-driven decisions by providing insights, creating forecasts, and identifying trends based on historical data.
Use Case: A business development team might use Copilot to predict sales growth based on historical data and current market trends, helping inform future strategy.
Personalized Task Management (Outlook & Teams)
Example: Copilot can manage tasks, prioritize emails, and organize calendars, allowing business professionals to focus on what’s important. It personalizes task management based on individual preferences and work habits.
Use Case: A project manager could rely on Copilot to track project deadlines, set reminders, and manage communication, ensuring that tasks are completed on time.
Impact on the Business Industry:
Increased Productivity: By automating routine and time-consuming tasks, Copilot frees up employees to focus on strategic, creative, or high-priority work, boosting overall productivity.
Improved Decision-Making: With Copilot’s ability to quickly analyze data and generate insights, business leaders can make better-informed decisions more rapidly.
Enhanced Collaboration: Copilot enhances communication and collaboration by automating administrative tasks, ensuring more time is dedicated to brainstorming and problem-solving.
Cost Efficiency: Automating workflows reduces the manual effort required, leading to cost savings in labor and time across departments.
In essence, Copilot for Microsoft 365 transforms how businesses operate by automating key tasks, streamlining workflows, and empowering professionals to be more efficient and data-driven.
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