Copilot for Microsoft 365 Use Cases Training Overview
This official Copilot for Microsoft 365 training course (MS-4004) teaches attendees to leverage 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.
To complete the exercises in this course, each student must have access to a Microsoft 365 subscription (BYOS) licensed to use Copilot for Microsoft 365. Each student must also have a Microsoft OneDrive account since Copilot requires OneDrive to complete the file-sharing tasks used throughout the Use Case exercises.
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
- Get familiar with Copilot for Microsoft 365
- Use Copilot throughout Microsoft 365 apps
- Explore best practices for using Copilot and building effective prompts
- Extend Copilot with plugins and Graph connectors
- Get hands-on practice using Copilot in various Microsoft 365 apps (Word, PowerPoint, Outlook, etc.) to complete common business-related tasks about each Use Case.
Prerequisites
This course targets business users who want to enhance their Copilot for Microsoft 365 skills to solve business-related use case scenarios.
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
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
To complete the Use Case exercises in this course, each student must have access to a Microsoft 365 subscription (BYOS) in which they're licensed to use Copilot for Microsoft 365. Each student must also have a Microsoft OneDrive account, since Copilot requires OneDrive to complete the file sharing tasks used throughout the Use Case exercises.
