Copilot for Microsoft 365

Copilot for Microsoft 365

Course Overview

This one-day immersive course introduces learners to Copilot for Microsoft 365 (M365), Microsoft’s AI-powered assistant that elevates productivity across its applications. Participants will learn how to automate tasks, generate content, and gain insights to streamline work in applications such as Word, Excel, PowerPoint, Teams, and Outlook.

Copilot for M365 – Introduction – Course Outline

Introduction to Copilot for M365 (30 Minutes)

  • Overview of Copilot’s purpose and functions
  • Integration with Microsoft 365 tools An introductory look at Copilot’s capabilities and its potential to enhance productivity through AI-powered insights and automation.

Getting Started with Copilot for M365 (30 Minutes)

  • Preparing your system for Copilot
  • Organizing data and understanding key organizational policies
  • Understanding organizational policies

This section discusses the initial setup for Copilot, covering system requirements, data organization, and policy considerations for optimal usage in professional environments.

 Crafting Effective Prompts in Copilot (1 Hour)

  • Developing efficient prompts for various tasks
  • Examples of prompt usage in M365 applications

Participants will learn how to tailor their input for Copilot, creating prompts that maximize productivity across different Microsoft applications.

 

Applying Copilot in Core M365 Apps (2 Hours)

  • Practical use of Copilot in Word, Excel, PowerPoint, and Bing Web Chat
  • Best practices for responsible AI and adhering to policy guidelines

This hands-on session showcases Copilot’s use in real-world scenarios in the Microsoft Copilot course, including data analysis, document creation, presentation design, and image generation. Emphasis is placed on responsible use and alignment with organizational standards.

Copilot for Communication Tools (1 Hour)

  • Optimizing emails and team chats with Copilot in Outlook and Teams

In this segment, participants will explore how to use Copilot in communication tools to enhance collaboration and streamline workplace messaging. Practical demonstrations and practice sessions are included.

Additional Resources (30 Minutes)

  • Guidance on using Microsoft resources

The course concludes with an overview of helpful resources for continued learning on Microsoft Copilot training, featuring links to documents and videos for further exploration.