Duration 1 day – 7 hrs
Overview
This training course is designed to help users enhance their productivity by utilizing Microsoft 365 Copilot, which integrates with apps like Word, Excel, PowerPoint, Outlook, and Teams. Participants will learn how to automate tasks, summarize content, and generate insights using natural language prompts. By the end of the course, participants will be equipped to work smarter and faster using AI tools within Microsoft 365.
Objectives
- Understand how Microsoft 365 Copilot works
- Generate content in Word, summarize in Outlook, analyze in Excel
- Automate tasks, meeting follow-ups, and workflows
- Write effective natural language prompts
- Use Copilot across different job roles and departments
- Practice responsible AI usage and data privacy
Audience
- Business professionals and knowledge workers
- Executive assistants and admin staff
- Project managers, HR, marketing, sales, finance teams
- Microsoft 365 users looking to improve productivity
- Teams implementing digital transformation
Prerequisites
- Basic to intermediate experience with Word, Excel, PowerPoint, Outlook, Teams
- Comfortable with typing and document formatting
- No programming or AI background required
Course Content
Module 1: Intro to Microsoft 365 Copilot
- What is Microsoft Copilot?
- AI in Microsoft 365 apps
- Apps supported: Word, Excel, PowerPoint, Outlook, Teams
- Benefits and limitations
- Licensing and access overview
Module 2: Getting Started with Copilot
- Navigating the Copilot interface
- Understanding natural language prompts
- Writing clear and effective prompts
- Responsible AI use and data privacy
Module 3: Copilot in Word
- Generate content from scratch
- Summarize and rewrite documents
- Brainstorm and create outlines
- Convert notes into formal documents
Module 4: Copilot in Excel
- Data summarization and trend analysis
- Create formulas using prompts
- Automate data cleaning and formatting
- Visualize data with charts and pivot tables
Module 5: Copilot in PowerPoint
- Generate slides from text or documents
- Design slides with visuals and summaries
- Rewrite or shorten content
- Add speaker notes and summaries
Module 6: Copilot in Outlook
- Draft and reply to emails quickly
- Summarize long email threads
- Prioritize important messages
- Suggest next steps or follow-ups
Module 7: Copilot in Teams
- Summarize meetings (live or recorded)
- Extract action items and follow-ups
- Draft chat responses
- Integrate with Planner and Loop
Module 8: Best Practices & Use Cases
- Do’s and Don’ts with Copilot
- Ensure data security and privacy
- Explore departmental use cases
- Tips for using Copilot effectively
