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Duration 14 hours
Course Outline
- Day 1: Leveraging Copilot across the Microsoft 365 application suite
- Foundations of Copilot
- Comparing Copilot Chat with embedded Copilot capabilities in productivity applications
- Integration of work context, Microsoft Graph, and permission structures
- Current feature availability and operational best practices
- Parameters for data protection and functional limitations
- Practical Exercise: Select the most appropriate Copilot interface for three specific tasks and identify the relevant data sources.
- Productivity in Outlook and Teams
- Condensing lengthy email threads and drafting initial responses
- Facilitating meeting preparation, generating summaries, and identifying actionable items with assigned owners
- Drafting follow-up communications directly from meeting records
- Mandatory human review prior to sending or committing to actions
- Practical Exercise: Generate a summary of a Teams meeting, extract outstanding tasks, and draft a corresponding follow-up email.
- Documentation in Word and PowerPoint
- Generating document drafts from existing source files
- Editing, condensing, and comparing textual content
- Translating Word documents into initial PowerPoint slide decks
- Practical Exercise: Develop and refine a five-slide presentation based on a provided report.
- Advanced Excel Functions
- Data analysis and automatic identification of anomalies
- Utilizing formulas, pivot tables, and visualization tools
- Verifying accuracy through manual recalculation and spot-checks
- Practical Exercise: Process a dataset to create a pivot table overview and a concise executive summary.
- Developing Robust Prompts
- Defining objective, context, data source, and expected outcome
- Refining suboptimal outputs through targeted adjustments
- Leveraging the prompt gallery and managing saved prompts
- Identifying hallucinations and validating information against sources
- Practical Exercise: Tiered hands-on session where each group resolves a specific use case to a final deliverable.
- Day 1 Deliverables: Each participant has applied at least one use case within the applications and retains two personalized prompts for ongoing use.
- Foundations of Copilot
- Day 2: Integrating Copilot with organizational knowledge and autonomous agents
- Enhanced Copilot Chat with institutional data
- Precisely referencing files, communications, and meeting records
- Utilizing Copilot Pages for distributed results
- Employing Copilot Notebooks for thematic and project-based organization
- Practical Exercise: Establish a notebook for an ongoing topic incorporating relevant files and operational instructions.
- Specialized Research and Analysis Agents
- Deploying the Researcher agent for cross-domain and internal data investigation
- Utilizing the Analyst agent for structured data evaluation
- Understanding operational constraints and required verification steps
- Practical Exercise: Assign a research task to the Researcher agent and validate the output against cited sources.
- Introduction to Custom Agents
- Capabilities of declarative agent architecture
- Configuring agents via Agent Builder using instructions and SharePoint content
- Protocols for testing, distribution, and access control
- Overview of Copilot Studio as an advanced extension
- Practical Exercise: Create a basic FAQ agent using a SharePoint library and validate it against five test queries.
- Process Optimization Discovery
- Identification of a specific process challenge from the participant’s team
- Formulation of a solution concept utilizing Microsoft 365 and Copilot
- Construction of a functional prototype and brief presentation
- Practical Exercise: Collaboratively sketch a solution, build a prototype, and present it within a five-minute timeframe.
- Day 2 Deliverables: Each participant possesses a configured notebook, a verified Researcher output, and a tested FAQ agent. Each group has presented a validated solution concept with a working prototype.
- Enhanced Copilot Chat with institutional data
Requirements
- Active Microsoft 365 Copilot license, a laptop with access to the organizational tenant, and released sample files.
- Completion of a brief pre-assessment to gauge current proficiency levels.
- No programming experience is required.
Target Audience
- Government employees and departments utilizing Microsoft 365 Copilot, encompassing both novice and 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
