Overview
This one-day course is designed to help business users understand the basics of Microsoft Copilot for Microsoft 365, a productivity tool that uses artificial intelligence to provide real-time intelligent assistance within Microsoft 365 productivity apps including Word, Excel, Powerpoint, Teams and Outlook. It is designed to transform productivity, creativity, collaboration for users, teams and organisations.
The course is beginner-friendly and requires no previous AI expertise.
Prerequisites
Familiarity with Microsoft Word, PowerPoint, Excel, Outlook and Teams
Delegates will learn how to
Explore the intricacies of Microsoft Copilot for Microsoft 365, offering hands on learning and insights into its functionality, how it works and Microsoft's dedication to implementing AI responsibly and ethically whilst ensuring all business data is secure, compliant and respects privacy and copyright requirements.
Outline
Module 1: Introducing Microsoft 365 Copilot
- Microsoft 365 Copilot introduction
- Copilot, Copilot, everywhere!
- What is Microsoft 365 Copilot?
- Microsoft Copilot for Microsoft 365 requirements
- How does Microsoft 365 Copilot work?
- What about copyright?
- Module review
Module 2: Copilot in Word
- Introduction to Copilot in Word
- Creating content using Copilot
- Editing with Copilot in Word
- Generating content using existing files
- Module review
Module 3: Copilot in PowerPoint
- Introduction to Copilot in PowerPoint
- Creating a presentation with Copilot
- Editing presentation content with Copilot
- Using Designer
- Slide transitions and animations
- Using your organisation’s branding with Copilot
- Getting presentation information with Copilot
- Module review
Module 4: Copilot in Excel
- Introducing Copilot in Excel
- Common data analysis using Copilot
- Identifying relationships, trends, and outliers
- Creating formulas with Copilot
- Editing Excel workbooks using Copilot
- Formatting Excel data
- Module review
Module 5: Copilot in Outlook
- Introducing Copilot in Outlook
- Drafting emails with Copilot
- Summarising email threads
- Coaching with Copilot
- Module review
Module 6: Copilot in Teams
- Introducing Copilot in Teams
- Using Microsoft Copilot in Teams chats and channel conversations
- Using Copilot in Teams for Meetings
- Module review
Module 7: Microsoft Copilot with Graph grounded chat
- What is Microsoft Copilot with Graph-grounded chat?
- Accessing Microsoft 365 Chat
- Using Microsoft Copilot with Graph-grounded chat
- Microsoft Copilot with Graph-grounded chat and Bing
- Chat history
- Module review
Module 8: Microsoft 365 Copilot labs and prompt engineering
- Tips for writing good prompts
- Microsoft prompt resources
- Remember, everything is a first draft!
Appendix: Microsoft 365 chat, plugins, and Graph connectors
Microsoft 365 learning pathways
= Required
= Certification
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