Course Details
Course Description:
Overview
- Copilot fundamentals across Microsoft 365 apps
- Copilot best practices and prompt engineering
- Extending Copilot with plugins and Microsoft Graph connectors
- Hands–on use cases for Execs, Sales, Marketing, Finance, HR, IT, Operations
- Challenge labs to validate Copilot proficiency
Objectives
- Introduction to Copilot for Microsoft 365
- Explore Copilot possibilities in Microsoft 365
- Empower Executives with Copilot use cases
- Empower Sales, Marketing, Finance, HR, IT & Operations use cases
- Execute a final Copilot challenge scenario
Target Audience
- Business Managers
- Microsoft 365 Administrators
Introduction to Copilot for Microsoft 365
- Describe Copilot’s purpose and functionalities
- Outline Copilot working principles
- Identify Copilot core components
- Articulate Microsoft’s responsible AI practices
Explore Copilot Possibilities
- Apply key Copilot features in each Microsoft 365 app
- Integrate with Business Chat in Teams
- Utilize AI capabilities to enhance workflows
Optimize and Extend Copilot
- Describe Copilot best practices
- Prompt engineering techniques
- Plugin capabilities and Graph connector integration
Executive Use Case
- Synthesize communications in Teams and Outlook
- Create speeches in Word and presentations in PowerPoint
- Lab exercises: synthesis, summary, speech, slides
Sales Use Case
- Generate market reports with Loop and PowerPoint
- Summarize project communications
- Compare agreements with Copilot in Word
IT Use Case
- Summarize product specs and create project plans
- Customize presentations and technical reports
- Draft customer communications in Outlook
Marketing Use Case
- Analyze market trends and brainstorm campaigns
- Consolidate reports and analyze data in Excel
Finance Use Case
- Draft emails in Outlook regarding premiums
- Analyze financial spreadsheets and create reports
- Summarize long–term financial trends in Word
HR Use Case
- Create job descriptions and interview questions
- Analyze resumes and recommend candidates
- Compose offer letters with Copilot in Word
Operations Use Case
- Brainstorm project plans in Whiteboard
- Summarize email threads and generate replies
- Create strategies in Loop and presentations in PowerPoint
Challenge Use Case
- Compare Copilot outputs across Loop, Word, Bing
- Enhance marketing presence in Word & Excel
- Plan and visualize projects with Whiteboard & Word
Prerequisites
- Basic functional experience with Microsoft 365 apps
- Familiarity with business processes in one of the target functions
We offer live-instructor group training classes for your team.
Upskill your team from the comfort of your office or online.
Benefits of Group Training Include:
- Experienced Professional Instructor Trains Your Team
- Content Focused On Your Team's Needs
- Convenient Scheduling and Class Setup
- Significant Per/Student Cost Savings
- Online, On-Site and Blended Options Available
Virtual Live Instructor
Financing Available
Free Repeat
Testimonials
This was the class I needed.
The instructor Jeff took his time and made sure we understood each topic before moving to the next. He answered all of our questions, and I don't know about the rest of the students, but was very pleased with this experience.
I finally understand how to use Excel.
-Amanda T (Yale New Haven Hospital).
Great class!
We were able to cover a lot of information in one day without getting overwhelmed.
-Maria R (Microsoft).
We offer private Copilot group training services for organizations looking to upskill their team members with a live-instructor.
Training options include:
Learn more about how Copilot Private Group Training from Business Computer Skills can help your team.
