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Course Outline
Introduction to Microsoft 365 Copilot
- Understanding Microsoft 365 Copilot
- Overview of supported Office applications and features
- How Copilot utilizes Microsoft Graph and AI technology
Leveraging Copilot in Microsoft Word
- Drafting documents using AI-driven prompts
- Summarizing and rephrasing content
- Quickly formatting and styling documents
Leveraging Copilot in Microsoft Excel
- Generating formulas and performing data analysis
- Summarizing tables and identifying trends
- Creating dashboards and charts via prompts
Leveraging Copilot in Microsoft Outlook
- Writing and responding to emails
- Summarizing long email threads
- Generating meeting follow-ups and calendar updates
Leveraging Copilot in Microsoft Teams
- Recap meetings with AI-generated summaries
- Assign tasks and action items using Copilot
- Enhance collaboration through chat and file sharing
Best Practices and Limitations
- Techniques for effective prompting
- Understanding AI constraints and accuracy issues
- Privacy, data protection, and organizational compliance policies
Summary and Next Steps
- Recap of key use cases for each application
- Resources for continued learning and practice
- Q&A session and course wrap-up
Requirements
- Basic familiarity with Microsoft 365 applications, including Word, Excel, Outlook, and Teams
- Access to an account enabled for Microsoft 365 Copilot
Target Audience
- Administrative and office support staff
- Team leaders and executive assistants
- Non-technical professionals who regularly use Microsoft Office tools
7 Hours
Testimonials (2)
Trainer was very knowledgeable and easy to speak to
Gareth Gird - Teleflex Medical Europe Ltd
Course - Copilot for Finance and Accounting Professionals
The trainer was well prepared and had great examples.