Course Outline
Module 1: Introduction to Microsoft 365 Copilot for Government
Fundamentals of Microsoft 365 Copilot
This section provides a comprehensive overview of Microsoft 365 Copilot, detailing its operational capabilities and the organizational commitment to deploying artificial intelligence with ethical integrity and responsibility.
- Define the objective and core functionalities of Microsoft 365 Copilot.
- Explain the underlying operational mechanisms of Microsoft 365 Copilot.
- Identify the essential components that constitute the Microsoft 365 Copilot ecosystem.
- Describe the organization's adherence to responsible AI standards and practices.
Leveraging Microsoft 365 Copilot for Operational Efficiency
This section demonstrates the practical application of Microsoft 365 Copilot within Microsoft 365 applications, illustrating methods to optimize workflows and enhance productivity for public sector operations.
- Identify and implement key features of Microsoft 365 Copilot across various Microsoft 365 applications to improve workflow efficiency and output quality.
- Explain the integration of Microsoft 365 Copilot with Microsoft Teams to establish a centralized repository for official communications and collaborative work.
- Apply the AI capabilities of Microsoft 365 Copilot to refine task management within Microsoft 365, fostering a more intuitive and efficient operational environment.
Optimizing and Extending Microsoft 365 Copilot Capabilities
This section outlines recommended best practices and extension methodologies for Microsoft 365 Copilot, ensuring that users can fully leverage its versatility and functional potential in professional settings.
- Describe the recommended best practices for the effective use of Microsoft 365 Copilot.
- Explain techniques for crafting effective prompts to maximize Microsoft 365 Copilot's utility.
- Examine the extensibility options available for Microsoft 365 Copilot to adapt to specific organizational needs.
Module 2: Workforce Enhancement Through Microsoft 365 Copilot Applications
Microsoft 365 Copilot Application: Executive Leadership
This section enables participants to execute a series of scenario-based exercises designed to develop proficiency in using Microsoft 365 Copilot within executive business contexts.
- Utilize Microsoft 365 Copilot Chat in Teams to consolidate and summarize emails and chat records from the previous week regarding a designated topic.
- Use Microsoft 365 Copilot in Teams to extract key points discussed by stakeholders in chats and emails concerning a specific topic over the past 30 days.
- Employ Microsoft 365 Copilot in Word to draft a speech addressed to company shareholders, based on the organization's annual financial statement.
- Use Microsoft 365 Copilot in PowerPoint to develop a presentation supporting the shareholder speech regarding the annual financial results.
Microsoft 365 Copilot Application: Sales Operations
This section enables participants to execute a series of scenario-based exercises designed to develop proficiency in using Microsoft 365 Copilot within sales-related business contexts.
- Utilize Microsoft 365 Copilot in Loop to create and update market research reports for prospective new sales markets.
- Use Microsoft 365 Copilot in PowerPoint to create and customize a sales presentation based on a market trend report for a new beverage product.
- Employ Microsoft 365 Copilot Chat in Teams to summarize emails, meetings, and chats for a specific project over the past 30 days, and generate a list of action items related to specific individuals or topics.
- Use Microsoft 365 Copilot in Word to compare three supplier agreements, identify discrepancies, and provide recommended corrective actions.
Microsoft 365 Copilot Application: Information Technology
This section enables participants to execute a series of scenario-based exercises designed to develop proficiency in using Microsoft 365 Copilot within IT-related business contexts.
- Utilize Business Chat to summarize information within a product specification document for a network security product and generate a project plan for its implementation.
- Use Microsoft 365 Copilot in PowerPoint to create and customize a business presentation based on the product plan developed for the new network security solution.
- Employ Microsoft 365 Copilot in Word to modify a technical implementation report for a client planning the installation of the new network security product.
- Use Microsoft 365 Copilot in Outlook to draft an email highlighting key aspects of the technical implementation report for the client installing the new network security product.
Microsoft 365 Copilot Application: Marketing
This section enables participants to execute a series of scenario-based exercises designed to develop proficiency in using Microsoft 365 Copilot within marketing-related business contexts.
- Utilize Microsoft 365 Copilot Chat to analyze market trends in the U.S. toy sector, provide sales forecasts, and identify new sales opportunities.
- Use Microsoft 365 Copilot in Loop to generate marketing campaign concepts for a new product line of outdoor toys.
- Employ Microsoft 365 Copilot in Word to consolidate three product marketing reports into a single Market Analysis report and perform additional customizations.
- Use Microsoft 365 Copilot in Excel to analyze market trends recorded in a spreadsheet for a new beverage product.
Microsoft 365 Copilot Application: Finance
This section enables participants to execute a series of scenario-based exercises designed to develop proficiency in using Microsoft 365 Copilot within finance-related business contexts.
- Utilize Microsoft 365 Copilot in Outlook to draft an email to an insurance provider requesting a meeting to discuss increases in medical insurance premiums.
- Use Microsoft 365 Copilot in Excel to analyze a spreadsheet containing projected revenue and user engagements for Q1 marketing campaigns, and add new calculations and charts to visualize the data.
- Employ Microsoft 365 Copilot in Word to create a marketing campaign report based on the financial outcomes of the organization's Q1 marketing initiatives.
- Use Microsoft 365 Copilot in Word to summarize the organization's financial statement results for the past five years, covering trends, growth patterns, profitability analysis, and areas of concern.
Microsoft 365 Copilot Application: Human Resources
This section enables participants to execute a series of scenario-based exercises designed to develop proficiency in using Microsoft 365 Copilot within human resources contexts.
- Utilize Microsoft 365 Copilot in Word to create a job description based on an HR job responsibility document.
- Use Microsoft 365 Copilot in Word to analyze multiple resumes for a specific role, create a report comparing candidate strengths and weaknesses, and provide a final recommendation.
- Employ Microsoft 365 Copilot in Loop to create a set of interview questions for a new position.
- Use Microsoft 365 Copilot in Outlook to compose an offer letter email for a candidate applying for a new role.
Microsoft 365 Copilot Application: Operations
This section enables participants to execute a series of scenario-based exercises designed to develop proficiency in using Microsoft 365 Copilot within operational business contexts.
- Utilize Microsoft 365 Copilot in Whiteboard to brainstorm project plan ideas for installing a new network security product, and subsequently categorize the generated ideas.
- Use Microsoft 365 Copilot in Outlook to locate a specific email thread, summarize its content, and generate a reply.
- Employ Microsoft 365 Copilot in Word to locate information on troubleshooting current production equipment and identify the procedure to reset the processor.
- Use Microsoft 365 Copilot in Loop to create a set of questions for a customer discovery session with a consulting firm installing a VPN in the corporate network.
Microsoft 365 Copilot Application: Advanced Scenario Challenge
This section challenges learners by requiring them to apply Microsoft 365 Copilot to address various business scenarios without the guidance of step-by-step instructions.
- Utilize Microsoft 365 Copilot in Loop, Word, and Microsoft 365 Copilot Chat to create HR interview questions for a new role, and compare the results generated by each tool.
- Use Microsoft 365 Copilot in Word and Excel to enhance an organization's social media marketing presence.
- Employ Microsoft 365 Copilot in Whiteboard and Word to create project planning documentation and visualize project timelines, milestones, and dependencies.
- Use Microsoft 365 Copilot in Word to create a marketing report and brainstorm campaign ideas, and use Copilot in PowerPoint to develop a corresponding marketing presentation.
Requirements
Target Audience:
This course is intended for all learners seeking to acquire knowledge of Microsoft 365 Copilot and gain practical experience in utilizing its various application features.
Prerequisites: None.
Licensing Requirements:
To complete the application exercises in this course, each participant must have:
- Access to a Microsoft 365 subscription (Bring Your Own Subscription) that includes licensing for Microsoft 365 Copilot.
A Microsoft OneDrive account, as Copilot relies on OneDrive to complete file sharing tasks utilized throughout the application exercises.
Testimonials (3)
Everything is possible :-)
Sandra Bardewyck - Media Carrier Solutions GmbH
Course - Microsoft 365 Copilot: AI Productivity Across Word, Excel, PowerPoint, Outlook, and Teams
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.