Course Outline
Module 1: Initiate Microsoft 365 Copilot Implementation
Overview of Microsoft 365 Copilot
This module provides a detailed examination of Microsoft 365 Copilot, focusing on its operational capabilities and Microsoft’s commitment to the ethical and responsible deployment of artificial intelligence for government and public sector applications.
- Define the scope and functional objectives of Microsoft 365 Copilot within enterprise environments.
- Explain the underlying architectural principles governing Microsoft 365 Copilot.
- Identify the essential components that constitute the Microsoft 365 Copilot ecosystem.
- Articulate Microsoft’s framework for responsible AI development and governance.
Application Scenarios for Microsoft 365 Copilot
This module demonstrates the practical application of Microsoft 365 Copilot across Microsoft 365 applications, illustrating methods to optimize operational workflows and enhance agency productivity.
- Identify and deploy key capabilities of Microsoft 365 Copilot within specific applications to improve efficiency and workflow management.
- Analyze how Microsoft 365 Copilot integrates with Teams to establish a unified hub for official communications and data.
- Leverage the artificial intelligence capabilities of Microsoft 365 Copilot to streamline task execution within Microsoft 365, ensuring intuitive and efficient operations.
Advanced Configuration and Extensibility for Microsoft 365 Copilot
This module outlines comprehensive best practices and extensibility methods for Microsoft 365 Copilot, ensuring agencies maximize the utility and adaptability of AI-driven tools for government needs.
- Establish optimal usage protocols for Microsoft 365 Copilot in official settings.
- Demonstrate effective prompt engineering techniques for interacting with Microsoft 365 Copilot.
- Review available extensibility options for integrating Microsoft 365 Copilot with existing government systems.
Module 2: Enhance Workforce Capability via Microsoft 365 Copilot Use Cases
Workforce Enablement: Executive Leadership Use Case
This module provides exercises designed to develop proficiency in Microsoft 365 Copilot for executive-level business and governance scenarios.
- Utilize Microsoft 365 Copilot Chat in Teams to synthesize correspondence from the previous week regarding a specific policy or operational topic.
- Employ Microsoft 365 Copilot in Teams to extract key discussion points from chats and emails involving a specific subject over the past 30 days.
- Use Microsoft 365 Copilot in Word to draft remarks for shareholder or stakeholder presentations based on annual financial performance data.
- Utilize Microsoft 365 Copilot in PowerPoint to develop a presentation deck supporting the aforementioned stakeholder address related to financial outcomes.
Workforce Enablement: Sales and Contracting Use Case
This module provides exercises designed to build proficiency in Microsoft 365 Copilot for sales, procurement, and contracting business scenarios.
- Use Microsoft 365 Copilot in Loop to draft and update market analysis reports for prospective contracting opportunities.
- Use Microsoft 365 Copilot in PowerPoint to develop and customize a sales or proposal presentation based on market trend data for new products or services.
- Use Microsoft 365 Copilot Chat in Teams to summarize emails, meetings, and discussions regarding a specific project over the past 30 days, and generate actionable tasks assigned to specific individuals or topics.
- Use Microsoft 365 Copilot in Word to compare three vendor agreements, identify key disparities, and recommend strategic actions.
Workforce Enablement: Information Technology Use Case
This module provides exercises designed to build proficiency in Microsoft 365 Copilot for IT infrastructure and cybersecurity business scenarios.
- Use Business Chat to summarize technical specifications for a network security product and draft an implementation project plan.
- Use Microsoft 365 Copilot in PowerPoint to develop a business presentation outlining the implementation plan for the new network security solution.
- Use Microsoft 365 Copilot in Word to revise a technical implementation guide for clients deploying the new network security product.
- Use Microsoft 365 Copilot in Outlook to draft correspondence highlighting key findings from the technical implementation guide prepared for client deployment.
Workforce Enablement: Marketing and Communications Use Case
This module provides exercises designed to build proficiency in Microsoft 365 Copilot for marketing and public affairs business scenarios.
- Use Microsoft 365 Copilot Chat to analyze market trends within the U.S. toy sector, project sales figures, and identify emerging engagement opportunities.
- Use Microsoft 365 Copilot in Loop to generate concepts for a marketing campaign promoting a new line of outdoor products.
- Use Microsoft 365 Copilot in Word to consolidate three separate product marketing reports into a unified Market Analysis document, followed by further customization.
- Use Microsoft 365 Copilot in Excel to analyze market trend data captured within a spreadsheet for a new beverage product line.
Workforce Enablement: Finance and Budgeting Use Case
This module provides exercises designed to build proficiency in Microsoft 365 Copilot for financial management and budgeting business scenarios.
- Use Microsoft 365 Copilot in Outlook to draft correspondence to an insurance provider requesting a meeting to discuss increases in corporate medical coverage premiums.
- Use Microsoft 365 Copilot in Excel to analyze projected revenue and engagement data for Q1 marketing initiatives, adding new calculations and visualizations to interpret the data.
- Use Microsoft 365 Copilot in Word to generate a marketing campaign report derived from the financial outcomes of Q1 initiatives.
- Use Microsoft 365 Copilot in Word to summarize financial statements for the preceding five years, highlighting trends, growth patterns, profitability metrics, and areas requiring attention.
Workforce Enablement: Human Resources Use Case
This module provides exercises designed to build proficiency in Microsoft 365 Copilot for human capital management business scenarios.
- Use Microsoft 365 Copilot in Word to draft a job description derived from HR role responsibility documentation.
- Use Microsoft 365 Copilot in Word to evaluate multiple candidate resumes, generate a comparative report detailing strengths and weaknesses, and formulate hiring recommendations.
- Use Microsoft 365 Copilot in Loop to develop a set of interview questions for an open position.
- Use Microsoft 365 Copilot in Outlook to compose a formal job offer letter for a selected candidate.
Workforce Enablement: Operations Use Case
This module provides exercises designed to build proficiency in Microsoft 365 Copilot for operational logistics and management business scenarios.
- Use Microsoft 365 Copilot in Whiteboard to brainstorm project planning elements for installing new network security infrastructure, and subsequently categorize these initiatives.
- Use Microsoft 365 Copilot in Outlook to identify specific email threads, summarize the discussion history, and generate appropriate response drafts.
- Use Microsoft 365 Copilot in Word to retrieve information on troubleshooting current production equipment and determine processor reset procedures.
- Use Microsoft 365 Copilot in Loop to develop inquiry sets for a customer discovery session with the consulting firm responsible for installing a corporate VPN.
Workforce Enablement: Advanced Challenge Use Case
This module challenges learners to apply Microsoft 365 Copilot to diverse business scenarios without step-by-step guidance, testing independent proficiency.
- Utilize Microsoft 365 Copilot in Loop, Word, and Microsoft 365 Copilot Chat to develop HR interview questions for a new role, then compare the outputs generated by each platform.
- Use Microsoft 365 Copilot in Word and Excel to enhance organizational social media marketing strategy.
- Use Microsoft 365 Copilot in Whiteboard and Word to create project planning documentation, visualizing timelines, milestones, and task dependencies.
- Use Microsoft 365 Copilot in Word to generate a marketing report and brainstorm campaign concepts, while using Copilot in PowerPoint to develop the corresponding presentation materials.
Requirements
Intended Audience:
This training is recommended for all participants seeking to understand Microsoft 365 Copilot and acquire practical proficiency with its associated applications.
Prerequisites: None
Licensing Requirements:
To successfully complete the Use Case exercises in this course, each participant must have:
- Access to a Microsoft 365 subscription (Bring Your Own Subscription) that includes active licensing for Microsoft 365 Copilot.
A Microsoft OneDrive account, as Copilot relies on OneDrive to execute the file sharing tasks integrated into the Use Case exercises. This solution is provided for government.
Testimonials (2)
i already have some reports that i know, i will use some of the prompts that looked at today
Kelly Cotham
Course - Copilot for Finance and Accounting Professionals
Learning and creating of agents.
