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Course Outline
Training Program
Basics of AI and Copilot
- Introduction to the training: goals, scope, participant expectations
- Principles of generative AI models
- How AI 'understands' commands
- Generating vs. searching for information
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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 Errors in Working with AI and How to Avoid Them
- Most common issues: generalizations, lack of context, lack of criteria
- Validating results and tool limitations
Introduction to Microsoft Copilot
- What is Copilot, how it works, benefits in office work
- Security and data 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
- Synchronization and data sharing between applications
Copilot in Word
- Creating and editing documents, summaries
Copilot in Outlook
- Automating communication, summarizing 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 coherence
Copilot in Microsoft Teams
- Meeting and collaboration support
- Creating notes, task lists, conversation summaries
Final Project (End-to-End)
- E-mail with requirements
- Brief in Word
- Analysis in Excel
- Presentation in PowerPoint
- Summary in Teams
Best Practices for Implementing Copilot in Your Organization
- Prompt repository, checklists, security standards
- Post-training implementation plan
- 4-week practice schedule and effectiveness metrics
- QA session, summary, recommendations for 'what’s next'
Requirements
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Training Audience
- This training is intended for individuals who work daily with documents, data analysis, presentations, and team communication.
- It is ideal for office workers, managers, administrative specialists, analysts, and anyone who wants to increase productivity and automate repetitive tasks.
- The course is also suitable for individuals interested in modern technologies and the use of AI in business work, to better manage time, information, and processes within an organization.
14 Hours
Testimonials (3)
Trainers can answer all questions and accept any queries
Dewi Anggryni - PT Dentsu International Indonesia
Course - Copilot for Finance and Accounting Professionals
Going over the various use cases and application of AI was helpful. I enjoyed the walkthrough of the various AI Agents.
Axel Schulz - CANARIE Inc
Course - Microsoft 365 Copilot: AI Productivity Across Word, Excel, PowerPoint, Outlook, and Teams
I liked that trainer had a lot of knowledge and shared it with us
