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Duration 14 hours
Course Outline
- Day 1: Utilizing Copilot Across Microsoft 365 Applications
- Foundations of Copilot
- Distinguishing Copilot Chat from embedded Copilot capabilities in individual apps
- Understanding work context, Microsoft Graph, and permission frameworks
- Exploring current capabilities and recent enhancements
- Data security protocols and functional limitations
- Practical Exercise: Identify the appropriate Copilot interface for three specific tasks and locate the relevant data sources.
- Streamlining Outlook and Teams
- Condensing lengthy email threads and drafting professional responses
- Preparing for meetings, generating summaries, and extracting actionable tasks with assigned owners
- Generating follow-up correspondence directly from meeting notes
- Ensuring no actions are taken or commitments made without human review
- Practical Exercise: Summarize a Teams meeting, identify outstanding tasks, and draft a corresponding follow-up email.
- Enhancing Word and PowerPoint
- Generating document drafts from existing files
- Refining, condensing, and comparing document versions
- Transforming Word documents into preliminary slide decks
- Practical Exercise: Develop and refine a five-slide presentation based on a source report.
- Mastering Excel
- Interpreting data and highlighting anomalies
- Creating formulas, pivot tables, and visual charts
- Validating accuracy through recalculations and spot checks
- Practical Exercise: Analyze a dataset to generate a pivot table overview and a concise management summary.
- Crafting Robust Prompts
- Defining goals, context, sources, and expected outcomes
- Strategies for refining weak or inaccurate responses
- Utilizing the Prompt Gallery and saving custom prompts
- Identifying hallucinations and verifying information sources
- Practical Exercise: Collaborative hands-on session where groups solve tailored use cases to completion.
- Day 1 Outcome: Each participant will have implemented at least one practical use case within the applications and created two reusable prompts for their daily tasks.
- Foundations of Copilot
- Day 2: Leveraging Copilot for Corporate Knowledge and Agent Development
- Integrating Work Data with Copilot Chat
- Targeted retrieval of files, emails, and meeting notes
- Using Copilot Pages for collaborative results
- Utilizing Copilot Notebooks for project and topic management
- Practical Exercise: Create a Notebook for an ongoing project, incorporating relevant files and instructions.
- Deploying Researcher and Analyst Agents
- Using the Researcher agent for insights across web and internal work data
- Leveraging the Analyst agent for complex data interpretations
- Understanding operational limits and required review steps
- Practical Exercise: Assign a research task to the Researcher and validate the findings against original sources.
- Developing Your First Agent
- Capabilities of declarative agents
- Building agents using instructions and SharePoint knowledge bases
- Testing, distribution, and permission management
- Future prospects with Copilot Studio
- Practical Exercise: Construct a basic FAQ agent using a SharePoint library and test it with five specific queries.
- Applying to Internal Processes
- Identifying a process inefficiency within your team
- Designing a solution leveraging Microsoft 365 and Copilot
- Creating a prototype and presenting the concept
- Practical Exercise: Small groups will design a solution, build a mock-up, and present it within five minutes.
- Day 2 Outcome: Each participant will possess a functional notebook, a verified output from the Researcher agent, and a tested FAQ agent. Additionally, each group will have presented a solution concept accompanied by a mock-up.
- Integrating Work Data with Copilot Chat
Requirements
- A valid Microsoft 365 Copilot license, a laptop with access to your organization’s tenant, and access to released sample files.
- A brief pre-assessment to gauge current proficiency levels.
- No prior programming experience is necessary.
Target Audience
- Individual employees and departmental teams with access to Microsoft 365 Copilot, ranging from beginners to advanced users.
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
