MS-4005: Craft Effective Prompts for Microsoft Copilot for Microsoft 365

Course Description:

Overview

• Craft precise, contextual prompts for Microsoft Copilot for Microsoft 365
• Create, simplify, transform, and compile content across Word, Excel, PowerPoint, Teams, Outlook, OneNote, and Chat
• Learn to define clear goals, context, sources, and expectations in prompts
• Apply real–world scenarios to refine Copilot interactions

Objectives

• Understand the basics of prompt engineering
• Identify key components of an effective prompt
• Develop skills in refining prompts through iteration
• Apply best practices for different business use cases
• Evaluate and improve prompt effectiveness

Target Audience

• IT professionals
• Business managers

Introduction to Copilot for Microsoft 365

• Describe Copilot’s purpose and functionalities
• Outline Copilot’s working principles
• Identify Copilot’s core components
• Articulate Microsoft’s responsible AI practices

Explore Copilot Possibilities

• Apply Copilot features in each Microsoft 365 app
• Integrate with Business Chat in Teams
• Leverage AI capabilities to enhance workflows

Optimize and Extend Copilot

• Describe Copilot best practices
• Prompt engineering techniques for maximum clarity
• Understand plugins and Microsoft Graph connector integration

Summarize with Copilot

• Extract key information from Word, Excel, PowerPoint
• Summarize chats and meetings in Teams
• Summarize emails in Outlook
• Compile combined summaries from multiple documents
• Lab: Follow along using sample data with Copilot

Create and Draft with Copilot

• Generate agendas, to-do lists, and project plans
• Draft and reply to emails in Outlook
• Brainstorm ideas and FAQs from existing files
• Lab: Follow along using sample data with Copilot

Edit and Transform Content

• Organize outlines and convert text to tables in Word
• Add slides and imagery in PowerPoint
• Format, sort, filter, and highlight data in Excel
• Rewrite messages with Coaching in New Outlook
• Lab: Follow along using sample data with Copilot

Ask Questions & Analyze

• Use Copilot to answer questions about documents and data
• Chat with Copilot across apps for insights
• Lab: Follow along using sample data with Copilot

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

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