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Duration 7 hours
Course Outline
- Day 1: Optimizing Project Work with Copilot Agents
- Project Work in Microsoft 365
- Overview of Teams, Planner, Lists, Loop, and SharePoint as integrated project environments
- Identifying current areas where Copilot enhances project workflows
- Exploring agents within Teams and Planner, subject to tenant activation settings
- Exercise: Analyze personal project routines to identify the three most significant time-consuming activities.
- Status Reporting and Updates
- Aggregating status information from emails, chats, meetings, and lists
- Establishing a consistent status reporting template
- Automatically highlighting gaps and unresolved issues
- Exercise: Generate a status report, including open items, using data from a project folder and two meeting records.
- Meeting Management and Task Execution
- Managing agendas, notes, and action items using the meeting agent
- Seamlessly transferring meeting tasks into Planner
- Streamlining follow-up processes to eliminate manual chasing
- Exercise: Plan a project meeting, execute follow-ups, and create corresponding tasks in Planner.
- Building a Project Knowledge Agent
- Creating a knowledge base from project documents, lessons learned, and contact directories
- Configuring the Agent Builder with specific instructions and constraints
- Facilitating onboarding for new project team members
- Exercise: Develop a project-specific knowledge agent and validate it by testing five common queries.
- Early Risk Identification
- Analyzing task dependencies and overdue items
- Identifying warning signals for critical path activities
- Understanding the limitations of predictive analytics
- Exercise: Run a delay risk analysis on a task list and interpret the findings.
- Mini Hackathon and Presentation
- Small groups select a real-world project challenge to address
- Developing a solution concept using Microsoft 365 and Copilot
- Creating a mock-up and delivering a concise pitch
- Exercise: Design and present a status dashboard, risk monitoring tool, or knowledge assistant in small groups.
- Outcome: Each participant will have produced a status report, validated a project knowledge agent, and presented a mock-up solution for a real project challenge.
- Project Work in Microsoft 365
Requirements
- A Microsoft 365 Copilot license, along with access to Teams, Planner, and SharePoint. Participants should also have access to a running or completed project with available documentation.
- No programming knowledge is required.
Target Audience
- Project managers, PMO staff, team assistants, and project members working within Microsoft 365 using Teams, Planner, Lists, and SharePoint.
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
