Empower your workforce with Copilot for Microsoft 365 Use Cases

Course Modules

Module 1: Introduction to Copilot for Microsoft 365

This module explores the intricacies of Copilot for Microsoft 365, offering insights into its functionality and Microsoft’s dedication to implementing AI responsibly and ethically.

Lessons

• Introduction
• What is Copilot for Microsoft 365?
• Explore how Copilot for Microsoft 365 works
• Explore the core components of Copilot for Microsoft 365
• Examine how Microsoft is committed to responsible AI
• Knowledge check
• Summary

After completing this module, students will be able to:

• Describe the purpose and functionalities of Copilot for Microsoft 365.
• Outline the working principles behind Copilot for Microsoft 365.
• Identify the core components integral to Copilot for Microsoft 365.
• Articulate Microsoft’s dedication to responsible AI practices.

Module 2: Explore the possibilities with Copilot for Microsoft 365

This module explores the practical usage of Copilot for Microsoft 365 across Microsoft 365 applications, demonstrating how to streamline workflow and increase productivity.

Lessons

• Introduction
• Compose and summarize documents with Copilot in Word
• Summarize and draft emails with Copilot in Outlook
• Design captivating presentations with Copilot in PowerPoint
• Analyze and transform data with Copilot in Excel
• Elevate productivity with Copilot in Teams
• Empower employees through Microsoft Copilot with Graph-grounded chat
• Knowledge check
• Summary

After completing this module, students will be able to:

• Identify and apply the key features of Copilot for Microsoft 365 in each Microsoft 365 application to enhance your productivity and workflow.
• Understand how Copilot for Microsoft 365 integrates with Business Chat in Teams to provide a centralized hub for all your work-related information.
• Utilize the AI capabilities of Copilot for Microsoft 365 to transform your approach to tasks in Microsoft 365, making them more intuitive and efficient.

Module 3: Optimize and extend Copilot for Microsoft 365

This module explores comprehensive best practices for Copilot for Microsoft 365 and key extension methods, ensuring you harness the full potential and versatility of Copilot’s functionality.

Lessons

• Introduction
• Examine the art and science of working with AI
• Review best practices for using Copilot for Microsoft 365
• Examine how to build an effective prompt
• Review prompting best practices
• Extend Copilot for Microsoft 365 with plugins
• Explore Microsoft Graph connectors
• Knowledge check
• Summary

After completing this module, students will be able to:

• Describe the best practices for using Copilot for Microsoft 365.
• Understand how to effectively prompt Copilot for Microsoft 365.
• Describe the capabilities of plugins within Copilot for Microsoft 365.
• Understand Microsoft Graph connectors and how they can be used to integrate data from external sources into Copilot for Microsoft 365.

Module 4: Empower your workforce with Copilot for Microsoft 365: Executives Use Case

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in Executive-related business scenarios

Lessons

• Introduction
• Exercise: Synthesize your communication insights using Microsoft Copilot
• Exercise: Summarize chat and channel threads using Copilot in Teams
• Exercise: Create a speech using Copilot in Word
• Exercise: Create a slide presentation using Copilot in PowerPoint
• Knowledge check
• Summary

After completing this module, students will be able to:

• Use Microsoft Copilot to synthesize your emails and chats from the past week involving a specific topic.
• Use Copilot in Teams to generate a list of key points made by participants involved in chats and emails involving a specific topic over the past 30 days.
• Use Copilot in Word to create a speech you plan to deliver to company shareholders based on your company’s annual income statement.
• Use Copilot in PowerPoint to create a PowerPoint presentation for your speech to company shareholders regarding your annual income statement.

Module 5: Empower your workforce with Copilot for Microsoft 365: Sales use case

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in Sales-related business scenarios.

Lessons

• Introduction
• Exercise: Create a market research report using Copilot in Loop
• Exercise: Create a sales presentation using Copilot in PowerPoint
• Exercise: Prepare your meeting notes from emails using Microsoft Copilot
• Exercise: Compare supplier agreements using Copilot in Word
• Knowledge check
• Summary

After completing this module, students will be able to:

• Use Copilot in Loop to create and update a market research report for a potential new sales market.
• Use Copilot in PowerPoint to create and customize a sales presentation based on a market trend report for a new beverage product.
• Use Microsoft Copilot to summarize your emails, meetings, and chats for a specific project over the past 30 days, and then generate a list of actions items, and action items involving a specific – person or topic.
• Use Copilot in Word to compare three supplier agreements, identify the differences, and provide recommended actions.

Module 6: Empower your workforce with Copilot for Microsoft 365: IT Use Case

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in IT-related business scenarios.

Lessons

• Introduction
• Exercise: Create a project plan using Microsoft Copilot
• Exercise: Create a project plan presentation using Copilot in PowerPoint
• Exercise: Update a technical report using Copilot in Word
• Exercise: Draft an email based on a technical report using Copilot in Outlook
• Knowledge check
• Summary

After completing this module, students will be able to:

• Use Microsoft Copilot to summarize the information in a product spec document for a network security product and create a project plan to implement the product.
• Use Copilot in PowerPoint to create and customize a business presentation based on the product plan that you created for the new network security product.
• Use Copilot in Word to modify a technical implementation report for a customer who is planning to install your new network security product.
• Use Copilot in Outlook to draft an email that provides highlights from the technical implementation report that you created for the customer who is installing your new network security product.

Module 7: Empower your workforce with Copilot for Microsoft 365: Marketing Use Case

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in Marketing-related business scenarios.

Lessons

• Introduction
• Exercise: Conduct market analysis using Microsoft Copilot
• Exercise: Brainstorm marketing campaign ideas using Copilot in Loop
• Exercise: Consolidate multiple marketing reports using Copilot in Word
• Exercise: Analyze a market trend spreadsheet using Copilot in Excel
• Knowledge check
• Summary

After completing this module, students will be able to:

• Use Microsoft Copilot to analyze market trends in the U.S. toy market, provide sales forecasts, and identify new sales opportunities.
• Use Copilot in Loop to generate marketing campaign ideas for your new product line of outdoor toys.
• Use Copilot in Word to consolidate three product marketing reports into a single Market Analysis report and then make further customizations.
• Use Copilot in Excel to analyze the market trends that are captured in a spreadsheet for a new beverage product.

Module 8: Empower your workforce with Copilot for Microsoft 365: Finance Use Case

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in Finance-related business scenarios.

Lessons

• Introduction
• Exercise: Draft an email to your insurance company using Copilot in Outlook
• Exercise: Analyze a financial spreadsheet using Copilot in Excel
• Exercise: Create a financial analysis report using Copilot in Word
• Exercise: Summarize financial results using Copilot in Word
• Knowledge check
• Summary

After completing this module, students will be able to:

• Use Copilot in Outlook to draft an email to your insurance company that requests a meeting to discuss the increases in your company’s medical insurance premiums.
• Use Copilot in Excel to analyze a spreadsheet containing projected revenue and user engagements for your company’s Q1 marketing campaigns, then add new calculations and charts to visualize the data.
• Use Copilot in Word to create a marketing campaign report based on the financial results from your company’s Q1 marketing campaigns.
• Use Copilot in Word to summarize your company’s financial statement results for the past five years, including trends, growth patterns, profitability analysis, and areas of concern.

Module 9: Empower your workforce with Copilot for Microsoft 365: HR Use Case

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in HR-related business scenarios..

Lessons

• Introduction
• Exercise: Create a job description using Copilot in Word
• Exercise: Analyze resumes and make a recommendation using Copilot in Word
• Exercise: Create interview questions using Copilot in Loop
• Exercise: Compose an email offer letter using Copilot in Outlook
• Knowledge check
• Summary

After completing this module, students will be able to:

• Use Copilot in Word to create a job description based on an HR job responsibility document.
• Use Microsoft Copilot to analyze multiple resumes for a job role, create a report comparing the strengths and weaknesses of each candidate, and make a final recommendation.
• Use Copilot in Loop to create a set of interview questions for a new job role.
• Use Copilot in Word to compose an email offer letter to a candidate for a new job role.

Module 10: Empower your workforce with Copilot for Microsoft 365: Operations use case

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in Operations-related business scenarios.

Lessons

• Introduction
• Exercise: Brainstorm project plan ideas using Copilot in Whiteboard
• Exercise: Draft a meeting reply using Copilot in Outlook
• Exercise: Compare reporting results using Copilot in Word
• Exercise: Create a presentation comparing heating systems using Copilot in PowerPoint
• Knowledge check
• Summary

After completing this module, students will be able to:

• Use Copilot in Whiteboard to brainstorm project plan ideas for installing a new network security product, and then categorize the ideas.
• Use Copilot in Outlook to locate an actual email thread, summarize the thread, and then generate a reply.
• Use Copilot in Word to locate information on troubleshooting current production equipment and identify how to reset the processor.
• Use Copilot in Loop to create a set of questions for a customer discovery session with the consulting firm who will be installing a VPN in your corporate network.

Module 11: Empower your workforce with Copilot for Microsoft 365: Challenge Use Case

This module challenges learners by having them use Copilot for Microsoft 365 to address various business scenarios without the aid of step-by-step instruction

Lessons

• Introduction
• Exercise: Create interview questions using different Copilots
• Exercise: Enhance your social media marketing efforts
• Exercise: Enhance your project management collaboration skills
• Exercise: Enhance content creation and collaboration skills
• Knowledge check
• Summary

After completing this module, students will be able to:

• Configure webinar settings for On24 and other third-party webinar providers.
• Create a webinar event using On24 or other third-party webinar providers.
• Create a webinar event using Microsoft Teams.
• Build the registration form for a virtual event.