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 Duration 14 hours

Course Outline

1. Introduction and Foundational Concepts

  • Understanding Generative AI
  • Microsoft 365 Copilot Chat overview: its purpose and how it aids in daily professional activities
  • Core concepts of prompts (instructions) and AI personas

2. Configuration and Access

  • Enabling Copilot Chat in Microsoft 365 (covering licensing and permissions)
  • Navigating the Copilot Chat interface within Word, Excel, Outlook, and PowerPoint

Practice Session:

  • Access your Microsoft 365 environment and investigate the Copilot Chat sidebar
  • Experiment with fundamental queries and commands

3. Application in Microsoft Word

  • Creating, editing, and reviewing documents with the assistance of Copilot Chat
  • Generating text, summarizing information, and rephrasing content
  • Drafting scripts for presentations

4. Application in Microsoft Excel

  • Automatically generating formulas
  • Analyzing data and charts through natural language instructions
  • Automating intricate calculations

5. Application in Microsoft PowerPoint

  • Constructing slides from topics or raw text
  • Producing presentation scripts and visual recommendations
  • Automatically refining design elements

6. Application in Microsoft Outlook

  • Composing emails rapidly and with impact
  • Generating auto-replies and receiving improvement suggestions
  • Managing the inbox using specific commands

7. Crafting Effective Prompts

  • Structuring prompts to elicit superior responses
  • Utilizing personas to modify tone and style
  • Practical prompt examples for everyday tasks

8. Automation and Integration

  • Connecting Copilot Chat with Teams and other Microsoft ecosystem tools
  • Time-saving examples of simple automation
  • Employing basic scripts and macros generated by Copilot Chat

9. Best Practices and Ethical Considerations

  • Maintaining privacy and security when using generative AI
  • Mitigating common errors and bias in AI results
  • Evaluating and verifying AI-generated responses

Wrap-up and Future Steps

Requirements

  • Familiarity with utilizing Microsoft Word, Excel, PowerPoint, and Outlook
  • A general understanding of common workplace duties such as writing, data interpretation, and communication
  • No previous experience with AI or prompt engineering is necessary

Target Audience

  • Business professionals seeking to enhance their efficiency with Microsoft Copilot
  • Staff involved in administration, communications, or data analysis
  • Corporate groups in the process of adopting AI-enhanced workflows

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