Empower Your Workforce with Copilot for Microsoft 365 Use Cases EYWC001

Course Content

Discover the power of Copilot for Microsoft 365 in this engaging 1-day course. It covers essential functionalities across various Microsoft 365 apps, emphasizing effective prompt creation, best practices, and extending capabilities with plugins and Graph connectors.

Delivery Method

  • In-Person

  • Online

  • Private Team Training at your facility

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Goals

This training offers:

  • Overcoming the learning curve with in-depth knowledge of Copilot for Microsoft 365.

  • Hands-on exercises in real-world scenarios for Executives, Sales, Marketing, Finance, IT, HR, and Operations.

  • Effective prompt creation and best practices for maximizing Copilot’s potential.

  • Extending Copilot with plugins and Graph connectors for enhanced productivity.

  • Equipping your team with the skills to leverage Copilot across Microsoft 365 apps.

Prerequisites

  • Participants should be familiar with working in Microsoft 365 apps like Word, Excel, and PowerPoint. This course is suitable for all users working with Copilot for Microsoft 365.

Course Outline

Introduction to Copilot for Microsoft 365

Key Learnings:

  • Describe Copilot’s purpose and functionalities.

  • Outline Copilot’s working principles.

  • Identify core components of Copilot.

  • Articulate Microsoft’s commitment to responsible AI practices.

Key Learnings:

  • Apply key features of Copilot in Microsoft 365 apps to enhance productivity.

  • Understand Copilot’s integration with Business Chat in Teams.

  • Utilize AI capabilities to transform tasks in Microsoft 365.

Key Learnings:

  • Best practices for using Copilot.

  • Effective prompt creation.

  • Capabilities of plugins within Copilot.

  • Using Microsoft Graph connectors for data integration.

Key Learnings:

  • Best practices for using Copilot.

  • Effective prompt creation.

  • Capabilities of plugins within Copilot.

  • Using Microsoft Graph connectors for data integration.

Hands-On Activities:

  • Create and update market research reports.

  • Develop sales presentations.

  • Summarize communications and generate action items.

  • Compare supplier agreements.

Hands-On Activities:

  • Summarize product specifications and create project plans.

  • Customize business presentations.

  • Modify technical implementation reports.

  • Draft highlight emails from technical reports.

Module 1: Office 365: What, Why, Where, When and How?

  • Desktop, web, and mobile access

  • Core applications and services

  • Best use of Office 365 Plans

  • Office 365 administration

Module 2: Personal Information Management

  • Outlook Everywhere

  • Desktop, Web, or Mobile: Which to use?

  • Manage your time and focus with Outlook

  • Calendar: Plan your day

  • Tasks: Review and prioritize

  • Mail: Tips to manage the overwhelm

Module 3: OneDrive: Personal Document Management

  • Access documents from anywhere, anytime

  • Automatically synchronize files

  • Office applications: Desktop, web, and mobile

  • Create and update documents in OneDrive

  • Collate digital notes in OneNote

Module 4: SharePoint: Document and Information Management

  • SharePoint structure and management

  • Building a modern intranet with hub sites

  • Team sites vs. Communication sites

  • Creating custom lists vs. list templates

Module 5: Build Mobile and Web Business Apps with Power Apps

  • Types of apps you can build

  • Who can build them?

  • Requirements

Module 6: Automating Business Processes with Power Automate

  • Building blocks of a Flow

  • Events

  • Actions

  • Conditions

Module 7: Microsoft Teams: Intelligent Collaboration and Communication

  • What is Microsoft Teams?

  • Scheduling and managing video meetings

  • Creating a Team

  • Adding members to a team

  • Adding channels and tabs

  • Using @mentions, notifications, and checking activity

  • Teams best practices

 

Hands-On Activities:

  • Analyze market trends and provide forecasts.

  • Generate marketing campaign ideas.

  • Consolidate marketing reports.

  • Analyze trends in spreadsheets.

Hands-On Activities:

  • Create job descriptions.

  • Analyze resumes and compare candidates.

  • Generate interview questions.

  • Compose email offer letters.

Hands-On Activities:

  • Brainstorm project plan ideas using Whiteboard.

  • Summarize email threads and generate replies.

  • Locate and troubleshoot production equipment information.

  • Create customer discovery session questions.

This module challenges learners to address various business scenarios using Copilot for Microsoft 365 without step-by-step instructions, fostering independence and critical thinking.

By the end of this module, you should be able to:

  • HR Interview Questions: Use Copilot in Loop, Word, and Bing to create HR interview questions for a new role. Compare the results generated by each Copilot to identify the best approach.

  • Enhance Social Media Marketing: Use Copilot in Word and Excel to boost a company’s social media marketing presence. Implement strategies to optimize engagement and reach.

  • Project Planning Documentation: Use Copilot in Whiteboard and Word to create comprehensive project planning documentation. Visualize project timelines, milestones, and dependencies for better management.

  • Marketing Report and Campaign: Use Copilot in Word to create a detailed marketing report and brainstorm innovative campaign ideas. Then, use Copilot in PowerPoint to create a compelling marketing presentation.

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