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Duration 14 hours
Course Outline
Training Program
AI and Copilot Fundamentals
- Training introduction: objectives, scope, and participant expectations
- How generative AI models work
- How AI "understands" prompts
- Generating vs. searching for information
- The role of data and context in responses
Introduction to Prompting - A New Language for Working with AI
- Structure of an effective prompt: goal, context, style, format
- Techniques: iterative refinement, persona, few-shot
Common Mistakes When Working with AI and How to Avoid Them
- Frequent issues: generalities, lack of context, lack of criteria
- Validating results and tool limitations
Introduction to Microsoft Copilot
- What Copilot is, how it works, and its benefits in office work
- Data security and compliance in M365
Applying Copilot in the Microsoft 365 Ecosystem
- Scenarios for different roles: analyst, PM, HR, marketing, sales
- End-to-end workflows using Copilot
Integrating Copilot with Microsoft Applications
- Word, Excel, PowerPoint, Outlook, Teams - where and how it works
- Synchronizing and sharing data across applications
Copilot in Word
- Creating and editing documents, summarizing content
Copilot in Outlook
- Automating communication, summarizing email threads
Copilot in Excel
- Data analysis and reporting
- Creating tables, charts, insights, and recommendations
Copilot in PowerPoint
- Effective presentations
- Generating slides from text, layout suggestions, visual consistency
Copilot in Microsoft Teams
- Meeting and collaboration support
- Creating notes, task lists, and conversation summaries
Final Project (End-to-End)
- Email with requirements
- Brief in Word
- Analysis in Excel
- Presentation in PowerPoint
- Summary in Teams
Best Practices for Implementing Copilot in an Organization
- Prompt repositories, checklists, security standards
- Post-training implementation plan
- 4-week practice schedule and efficiency metrics
- QA session, summary, and recommendations for next steps
Requirements
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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.
Testimonials (2)
Everything is possible :-)
Sandra Bardewyck - Media Carrier Solutions GmbH
Course - Microsoft 365 Copilot: AI Productivity Across Word, Excel, PowerPoint, Outlook, and Teams
i already have some reports that i know, i will use some of the prompts that looked at today