Overview In this course, learners will discover how to apply generative AI to streamline daily tasks, enhance decision-making, and drive meaningful business outcomes.
Description
Overview
In this course, learners will discover how to apply generative AI to streamline daily tasks, enhance decision-making, and drive meaningful business outcomes. Learners will understand how to use Microsoft 365 Copilot and its functionalities to improve their productivity. The course focuses on real-world use cases—no coding required—making it ideal for those who want to confidently integrate AI into their work.
Course Objectives
Understand how generative AI enhances productivity and decision-making in business workflows.
Explore real-world use cases of Microsoft 365 Copilot to streamline daily tasks.
Apply AI tools to automate document creation, communication, and data analysis without coding.
Integrate AI-driven insights to improve collaboration and business outcomes.
Confidently use Microsoft 365 Copilot functionalities to optimize performance in a modern workplace.
Target Audience
Business Professional
Business Managers
Operations Associate
HR Managers
Sales Professionals
Marketing Analysts
Prerequisites
Students should have basic functional experience with Microsoft 365 services.
Course Outline
Transform business workflows with generative AI
What is generative AI?
Describe generative AI and its capabilities
Understand the principles of responsible AI and their importance in generative AI applications
Explain how Microsoft 365 Copilot leverages generative AI to enhance productivity and streamline workflows
Employ Copilot Chat as your AI assistant
Delete prompts you no longer need, keeping your workspace efficient and up-to-date
Identify and manage scheduled prompts in the Copilot window
Understand how organizational settings impact the availability of scheduled prompts
Apply scheduled prompts to automate daily, midweek, and end-of-day business activities for improved productivity
Understand how to create and configure an agent
Draft and refine business content using Microsoft 365 Copilot
Able to leverage Microsoft 365 Copilot for efficient content creation in Word, Outlook, and PowerPoint
Employ the Researcher agent to gather information and gain deeper insights to enhance your documents
Analyze and visualize data using Microsoft 365 Copilot
Leverage Microsoft 365 Copilot for data analysis and visualization in Excel
Employ the Analyst Agent to gather insights and enhance your data presentations
Leverage Microsoft 365 Copilot for data analysis and visualization in Excel
Manage meetings and collaboration using Microsoft 365 Copilot
Use Microsoft 365 Copilot to follow up on meetings by summarizing email threads
Capture real-time insights and automate note-taking during meetings, generate post-meeting summaries and action items, draft effective
follow-up emails, and leverage Copilot Pages and Notebooks for shared planning and deeper analysis
Define the role you want Microsoft 365 Copilot to play in your business workflow
Understand that there is no one way to employ Microsoft 365 Copilot in your business workflows
Able to evaluate different scenarios and determine how Copilot can best assist you based on your specific needs and context
Work through three distinct scenarios, each illustrating a different use case for Copilot in a business setting