Business User Copilot Training Overview
This Copilot for Microsoft 365 training teaches business users how to leverage Copilot for Microsoft 365 use cases for various departments, including Executives, Sales, Marketing, Finance, IT, HR, and Operations. Attendees also learn to craft effective and contextual prompts that create, simplify, transform, and compile content across Microsoft 365 applications. Finally, students learn how to drive adoption of Microsoft Copilot for Microsoft 365 using the user enablement framework to create and implement a robust adoption plan.
Note: this M365 Copilot course combines the official Microsoft courses MS-4004: Empower Your Workforce with Copilot for Microsoft 365 Use Cases, MS-4005: Craft Effective Prompts for Microsoft Copilot for Microsoft 365, and MS-4007: Copilot for Microsoft User Enablement Specialist.
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- leveraging Copilot for Microsoft 365 use cases through a series of hands-on exercises for various departments, including Executives, Sales, Marketing, Finance, IT, HR, and Operations. Understand Copilot for Microsoft 365's functionality and Microsoft's dedication to implementing AI responsibly and ethically
- Gain practical experience with Copilot for Microsoft 365 across Microsoft 365 applications to streamline workflow and increase productivity
- Implement best practices for Copilot for Microsoft 365 and key extension methods
- Perform a series of use case exercises to build Copilot for Microsoft 365 skills in multiple scenarios
- Use Copilot for Microsoft 365 to address various business scenarios
- Understand the key principles within the people-first strategy, the importance of user enablement, the Copilot for Microsoft 365 user enablement framework, and becoming an AI-powered organization
- Set the foundation for a transformative adoption process of Copilot for Microsoft 365 in your organization
- Empower your employees to use Copilot for Microsoft 365 effectively and efficiently
- Maximize the value and impact of Copilot for Microsoft 365 for your employees and your organization
- Capitalize on the established foundation and expand the capabilities of Copilot for Microsoft 365
Prerequisites
- All attendees must be comfortable working in Microsoft 365 apps like Word, Excel, and PowerPoint
- Attendees must be familiar with Azure and the Azure portal.
Outline
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Introduction to Copilot for Microsoft 365
- What is Copilot for Microsoft 365?
- Explore how Copilot for Microsoft 365 works
- Explore the core components of Copilot for Microsoft 365
- Examine how Microsoft is committed to responsible AI
Explore the possibilities with Copilot for Microsoft 365
- Compose and summarize documents with Copilot in Word
- Summarize and draft emails with Copilot in Outlook
- Design captivating presentations with Copilot in PowerPoint
- Analyze and transform data with Copilot in Excel
- Elevate productivity with Copilot in Teams
- Empower employees through Microsoft Copilot with Graph-grounded chat
Optimize and extend Copilot for Microsoft 365
- Examine the art and science of working with AI
- Review best practices for using Copilot for Microsoft 365
- Examine how to build an effective prompt
- Review prompting best practices
- Extend Copilot for Microsoft 365 with plugins
- Explore Microsoft Graph connectors
Empower your workforce with Copilot for Microsoft 365: Executives Use Case
- Synthesize your emails and chats from the past week involving a specific topic
- Use Copilot in Teams to generate a list of key points from participants involved in chats and emails
- Use Copilot in Word to create a speech you plan to deliver to company shareholders
- Use Copilot in PowerPoint to create a PowerPoint presentation
Empower your workforce with Copilot for Microsoft 365: Sales use case
- Use Copilot in Loop to create and update a market research report
- Use Copilot in PowerPoint to create and customize a sales presentation
- Use Microsoft Copilot to summarize your emails, meetings, and chats and generate a list of action items
- Use Copilot in Word to compare three supplier agreements
Empower your workforce with Copilot for Microsoft 365: IT Use Case
- Use Microsoft Copilot to summarize the information in a product spec document
- Use Copilot in PowerPoint to create and customize a business presentation
- Use Copilot in Word to modify a technical implementation report for a customer
- Use Copilot in Outlook to draft an email that provides highlights from the technical implementation report
Empower your workforce with Copilot for Microsoft 365: Marketing Use Case
- Use Microsoft Copilot to analyze market trends in the U.S. toy market
- Use Copilot in Loop to generate marketing campaign ideas
- Use Copilot in Word to consolidate three product marketing reports
- Use Copilot in Excel to analyze the market trends
Empower your workforce with Copilot for Microsoft 365: Finance Use Case
- Use Copilot in Outlook to draft an email to your insurance company
- Use Copilot in Excel to analyze a spreadsheet
- Use Copilot in Word to create a marketing campaign report based on the financial results
- Use Copilot in Word to summarize your company's financial statement results
Empower your workforce with Copilot for Microsoft 365: HR Use Case
- Use Copilot in Word to create a job description
- Use Microsoft Copilot to analyze multiple resumes for a job role
- Use Copilot in Loop to create a set of interview questions
- Use Copilot in Word to compose an email offer letter
Empower your workforce with Copilot for Microsoft 365: Operations use case
- Use Copilot in Whiteboard to brainstorm project plan ideas for installing a new network security product
- Use Copilot in Outlook to locate an actual email thread, summarize the thread, and then generate a reply
- Use Copilot in Word to locate information on troubleshooting current production equipment
- Use Copilot in Loop to create a set of questions for a customer discovery session
Empower your workforce with Copilot for Microsoft 365: Challenge Use Case
- Use Copilot in Loop, Word, and Bing to create HR interview questions for a new role
- Use Copilot in Word and Excel to enhance a company's social media marketing presence
- Use Copilot in Whiteboard and Word to create project planning documentation
- Use Copilot in Word to create a marketing report and brainstorm marketing campaign ideas
Optimize and extend Copilot for Microsoft 365
- Examine the art and science of working with AI
- Review best practices for using Copilot for Microsoft 365
- Examine how to build an effective prompt
- Review prompting best practices
- Extend Copilot for Microsoft 365 with plugins
- Explore Microsoft Graph connectors
Explore the possibilities with Copilot for Microsoft 365
- Compose and summarize documents with Copilot in Word
- Summarize and draft emails with Copilot in Outlook
- Design captivating presentations with Copilot in PowerPoint
- Analyze and transform data with Copilot in Excel
- Elevate productivity with Copilot in Teams
- Empower employees through Microsoft Copilot with Graph-grounded chat
Optimize and extend Copilot for Microsoft 365
- Examine the art and science of working with AI
- Review best practices for using Copilot for Microsoft 365
- Examine how to build an effective prompt
- Review prompting best practices
- Extend Copilot for Microsoft 365 with plugins
- Explore Microsoft Graph connectors
Summarize with Microsoft Copilot for Microsoft 365
- Simplify and extract key information with Copilot in Word
- Identify key information and summarize with Copilot in PowerPoint
- Spot trends and visualize data with Copilot in Excel
- Highlight key decisions and actions from Teams meetings
- Catch up and prepare for the week with Copilot in Outlook
- Summarize information on a topic with Microsoft Copilot for Microsoft 365
Create and draft with Microsoft Copilot for Microsoft 365
- Draft cover letters, marketing plans, and outlines with Microsoft Copilot in Word
- Build new slides, agendas, and to-do lists with Microsoft Copilot in PowerPoint
- Draft emails, replies, and meeting agendas with Microsoft Copilot in Outlook
- Brainstorm new ideas, lists, and reports from across Microsoft 365 with Microsoft Copilot
Edit and transform content with Microsoft Copilot for Microsoft 365
- Write, organize, and transform content using Microsoft Copilot in Word
- Add images, slides, and organize your presentation using Microsoft Copilot in PowerPoint
- Format, sort, filter, and highlight data using Microsoft Copilot in Excel
- Rewrite messages and replies for tone using Microsoft Copilot in Outlook
Ask questions and analyze content with Microsoft Copilot for Microsoft 365
- Ask Microsoft Copilot for help and recommendations in Word
- Get design and organization tips using Microsoft Copilot in PowerPoint
- Analyze and work with tables using Copilot in Excel
- Ask questions about your notes using Copilot in OneNote
- Chat with Copilot about meetings and messages in Teams
Explore user enablement strategies for adopting Copilot for Microsoft 365
- Describe the importance of user enablement
- Describe the journey to becoming an AI-powered organization
- Describe the people first strategy
- Describe the Copilot for Microsoft 365 user enablement framework
- Discover how a global organization empowered its employees by adopting Copilot for Microsoft 365
Envision a successful adoption of Copilot for Microsoft 365
- Assemble your team
- Secure sponsors and stakeholders
- Create an AI council
- Define a strategy
- Identify and prioritize scenarios
- Define success criteria, KPIs and success measurement plan
- Assess your organization’s readiness
Onboard and empower your employees to use Copilot for Microsoft 365 efficiently
- Establish a Copilot for Microsoft 365 Center of Excellence
- Build your Champions and Early Adopters programs
- Build your engagement strategy
- Build your training strategy
Drive value and maximize the impact of Copilot for Microsoft 365 within your organization
- Collect and analyze feedback
- Review success measures and user survey results
- Measure and report Copilot for Microsoft 365 usage
- Conduct health service reviews
Extend and optimize Copilot for Microsoft 365 in your organization
- Describe how to enhance Copilot for Microsoft 365
- Design scenarios using the Modern Collaboration Architecture framework
- Deliver business process transformation with Copilot Studio
Conclusion
Training Materials
All Microsoft 365 training students receive Microsoft official courseware. An exam voucher is included for each participant for all Microsoft Official Courses taught in their entirety that have a corresponding certification exam.
Software Requirements
Attendees will not need to install any software on their computers for this class. The class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser and a stable Internet connection. Any recent version of Microsoft Edge, Mozilla Firefox, or Google Chrome will work well.
