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 Duration 14 hours

Course Outline

Training Program

AI and Copilot Fundamentals

  1. Training introduction: objectives, scope, and participant expectations
  2. How generative AI models work
  3. How AI "understands" prompts
  4. Generating vs. searching for information
  5. The role of data and context in responses
     

Introduction to Prompting - A New Language for Working with AI

  1. Structure of an effective prompt: goal, context, style, format
  2. Techniques: iterative refinement, persona, few-shot

Common Mistakes When Working with AI and How to Avoid Them

  1. Frequent issues: generalities, lack of context, lack of criteria
  2. Validating results and tool limitations

Introduction to Microsoft Copilot

  1. What Copilot is, how it works, and its benefits in office work
  2. Data security and compliance in M365

Applying Copilot in the Microsoft 365 Ecosystem

  1. Scenarios for different roles: analyst, PM, HR, marketing, sales
  2. End-to-end workflows using Copilot

Integrating Copilot with Microsoft Applications

  1. Word, Excel, PowerPoint, Outlook, Teams - where and how it works
  2. Synchronizing and sharing data across applications

Copilot in Word

  1. Creating and editing documents, summarizing content

Copilot in Outlook

  1. Automating communication, summarizing email threads

Copilot in Excel

  1. Data analysis and reporting
  2. Creating tables, charts, insights, and recommendations

Copilot in PowerPoint

  1. Effective presentations
  2. Generating slides from text, layout suggestions, visual consistency

Copilot in Microsoft Teams

  1. Meeting and collaboration support
  2. Creating notes, task lists, and conversation summaries

Final Project (End-to-End)

  1. Email with requirements
  2. Brief in Word
  3. Analysis in Excel
  4. Presentation in PowerPoint
  5. Summary in Teams

Best Practices for Implementing Copilot in an Organization

  1. Prompt repositories, checklists, security standards
  2. Post-training implementation plan
  3. 4-week practice schedule and efficiency metrics
  4. QA session, summary, and recommendations for next steps

Requirements

  • Target Audience

  • This training is designed for individuals who work with documents, data analysis, presentations, and team communication on a daily basis.
  • It is ideal for office workers, managers, administration specialists, analysts, and anyone looking to boost productivity and automate repetitive tasks.
  • The course is also suitable for those interested in modern technologies and the use of AI in business operations to better manage time, information, and processes within their organization.

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