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Course Outline
Introduction to Microsoft 365 Copilot
- Definition and scope of Microsoft 365 Copilot
- Overview of supported Office applications and features
- How Copilot utilizes Microsoft Graph and AI technologies
Utilizing Copilot in Microsoft Word
- Drafting documents using AI-driven prompts
- Summarizing and rewriting existing content
- Rapidly formatting and styling documents
Utilizing Copilot in Microsoft Excel
- Generating formulas and performing data analysis
- Summarizing tables and identifying trends
- Creating dashboards and charts via prompts
Utilizing Copilot in Microsoft Outlook
- Composing and responding to emails
- Summarizing email conversation threads
- Generating meeting follow-ups and calendar entries
Utilizing Copilot in Microsoft Teams
- Recapping meetings with AI-generated summaries
- Assigning tasks and action items with Copilot
- Collaborating more efficiently using chat and files
Best Practices and Limitations
- Effective prompting techniques
- Understanding AI limitations and accuracy concerns
- Privacy, data protection, and organizational policies
Summary and Next Steps
- Recap of key use cases by application
- How to continue learning and practice
- Q&A and wrap-up
Requirements
- Familiarity with Microsoft 365 applications including Word, Excel, Outlook, and Teams
- Access to a Microsoft 365 account equipped with Copilot capabilities
Target Audience
- Administrative and office personnel
- Team leaders and executive assistants
- Non-technical professionals utilizing 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.